Lee Palmer III is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Outside of advising, he manages business expenses for P, B & Associates, LLC. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and Social Security guidance. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Karrigan is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, including a prior role at the Louisiana State University Department of Economics. He serves on the Board of Directors of the Financial Planning Association Louisiana and is Treasurer for Forum 225. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Kaitlyn Braud is a financial advisor with Ameriprise in Baton Rouge, LA, holding a Series 66 designation and two years of industry experience. Her prior roles include one year at Northwestern Mutual and several years at Archbishop Chapelle High School before entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Leonard Bernard Jr. is a CFP® professional with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor in Prairieville, LA. Outside of his advisory role, he is involved in managing several LLCs related to office expenses and residential rental property. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, written recommendations through a centralized consulting team.

Dinah Thomas is a financial advisor with Ameriprise in Prairieville, LA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice primarily for assets held in Ameriprise Managed Accounts.

Laura Adcock is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and utilizes algorithmic automation to generate personalized retirement income recommendations.

Brett May is a financial advisor with Ameriprise in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as President on the Board of Directors of the Baton Rouge Ancient Athlete Society. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and uses a centralized service team to provide ongoing advice.

Richard Scarbrough is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. Before joining Ameriprise in 2026, he worked at Edward Jones for seven years and at CERTREC - Southern Company for two years. Outside of advising, he is the owner of RAJAMA LLC, a property maintenance business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written retirement income plans and ongoing advice based on dependable income sources and tax-aware withdrawal strategies.