Michael Mc Hugh is a CFA® charterholder with 28 years of industry experience. He is currently a financial advisor at Ameriprise in Houston, Texas, having joined the firm in 2023. His prior experience includes roles at Invesco Advisers, Aim Private Asset Management, and A I M Distributors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging algorithmic automation overseen by a retirement income consulting team.

Donna Uliva is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 43 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with DRU Consultants LLC, an entity established to manage payroll for staff. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.