Shawn Buchanan is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Bessemer, Alabama. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed 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 income advice through a centralized consulting team.

Jacob Hulsey is a financial advisor at Ameriprise with Series 63 and 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and RhinoAg. He serves on the Junior Board of Directors for Alzheimer's of Central Alabama. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Anne Medori is a financial advisor with Ameriprise in Odenville, Alabama, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in oil and gas leases inherited through her family in Texas. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julie Shropshire is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach.

Robert Sparks is a CFP® professional with 23 years of industry experience, currently affiliated with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Sparks serves on the Board of Directors for Leadership Vestavia Hills. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and tax-efficiency analysis to support clients approaching or in retirement. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Hammett Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliate since 1996. Outside of finance, he teaches martial arts classes through his ownership of Shintaikan Dojo. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm provides advisory, brokerage, and insurance solutions through a large network of financial professionals.

Steven Peterson is a financial advisor with Ameriprise in Hoover, AL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Peterson is also involved in fiduciary activities as a personal representative. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ryan Caffrey is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services and academic positions at the University of Alabama and Seven Lakes High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.