John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

Dawn Nguyen is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing Ameriprise-managed accounts and utilizing algorithmic automation overseen by internal committees.

Alexander Watson is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he worked at Styre Wealth and held various roles in education. 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 tailored retirement-income planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Summer Burleson is a financial advisor at Ameriprise with a Series 66 designation and experience beginning in 2024. Prior to her advisory role, she worked six years in the Sealy Independent School District and has been associated with Texas Christian University since 2022. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Hebert is a financial advisor at Ameriprise in Colleyville, TX, holding a Series 66 designation with six years of industry experience. Her career includes roles at Ameriprise Financial Services Inc, Northwestern Mutual, L Brands and Associates, and Texas Christian University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Towers is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Guy Church is a financial advisor with Ameriprise in Colleyville, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Foundations Life Church and has acted in the film One Heart Movie. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice within a large institutional framework.

Scott Byrd is a CFP® with 24 years of experience in the financial industry, currently serving at Ameriprise since 2005. He holds Series 63 and Series 66 licenses and is based in Bedford, TX. Byrd serves on the board of directors for the Fort Worth YMCA. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm 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.

John Mc Donald is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 1993. Outside of his advisory work, he is involved in writing and plans to publish a children’s book. Ameriprise is a large institutional firm offering retirement-income planning services to individuals typically with at least $1 million in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Kyle Coleman is a financial advisor with Ameriprise in Keller, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages an advisory business under KDC1989 LLC. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Steven Powell is a financial advisor with Ameriprise in Bedford, TX, holding a Series 63 designation and 28 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Powell is also involved in business administration through his ownership of Serenity River, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dallas Rainwater is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, Rainwater serves as Board President of Mid Cities Care Corp, an organization focused on senior care, and is the author of a Christian self-help book. Ameriprise offers specialized retirement-income planning services for clients approaching or in retirement, combining research-driven recommendations with a range of advisory, brokerage, and insurance solutions. The firm’s approach includes algorithmic automation and emphasizes tax-efficient strategies for clients meeting specific asset thresholds.

Keith Church is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services LLC since 2020. Prior to that, he worked at Pine Cove and has been affiliated with Texas A&M University since 2017. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a broad range of advisory, brokerage, and insurance solutions.