Deirdre Dore is a CFP® professional with 13 years of industry experience, currently affiliated with Ameriprise in Baton Rouge, LA. She previously worked at LPL Financial for 10 years. Outside of her advisory role, she owns a business named 3D Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports primarily for clients with significant investable assets.

Joshua Ebey is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Ameriprise since 2025 and previously spent 18 years at LPL Financial, LLC. He is also the owner of Ebey Financial, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.