Steven Billings is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he operates Billings Tax Services as an enrolled agent providing tax preparation services. Ameriprise is an institutional firm with over 12,000 advisors that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations in partnership with its advisors.

Roberto Rivas is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that delivers research-driven, non-discretionary recommendations incorporating tax-efficient strategies and income modeling.

Christopher Brown is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Our Mom's Restaurant and has experience in sports performance and education. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Spencer Billings is a certified financial planner (CFP®) with 10 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2016 to 2020. He serves on the Board of Directors of the Kenilworth Club in Baton Rouge, LA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Joseph Brown is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. He has held multiple roles within Ameriprise Financial Services and engages in several real estate business ventures, including ownership and management of commercial office properties and real estate in Louisiana, Mississippi, and Alabama. Brown also serves as treasurer on the board of a property management company related to his office space holdings. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning advice through a centralized team and proprietary tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Jeremy Billings is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and began his career with Ameriprise in 2024. Prior to that, he worked in various roles across multiple companies including Arcco Power Systems and Better Pumps and Solutions. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations tailored to clients’ financial situations.

Patrick Shreve Jr. is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise since 2015. Outside of advising, he is a co-owner of 520 Ventures LLC, a business involved in real estate in St. Gabriel, LA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.