Lisa Layne is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and possessing 25 years of industry experience. Her career includes roles at Wells Fargo Clearing, UBS Financial Services, and PRUCO Securities. She is currently based in Charleston, SC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Scott Laney is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wachovia Securities. Outside of advising, he owns Leisure Lane Stables, LLC, which manages horse stables and pastures. 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 planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

David Bunce Jr. is a financial advisor with Ameriprise Financial Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Schleier is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise since 2017, previously spending one year at Wells Fargo Clearing. 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.

Deirdre Marion is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for 11 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Michael Felton II is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Ameriprise since 2025 and previously held positions at Bank of America, Merrill, First Citizens Asset Management, Bb&T Asset Management, Carolinas Investment Consulting, and KPMG Investment Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security options, with a focus on clients meeting specific investable asset criteria.

Steven Potter is a financial advisor with Ameriprise in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2021. His other business activities include fiduciary duties as an executor. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, offering 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 customized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

James Obrien is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes positions at Ameriprise since 2017 and prior roles at Wells Fargo Clearing and Wachovia Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes tailored recommendation reports and ongoing tax-aware withdrawal strategies.

Steven Breen is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. His prior roles include positions at Wells Fargo Clearing and several branches of Morgan Stanley from 2003 to 2018. He serves as president on the board of the Hilton Head Foundation to Benefit America's Veterans, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning and ongoing advice through a structured, research-driven process.

Robert Waite is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Ameriprise since 2017. Outside of his advisory work, he coaches youth soccer in the Charleston, SC area. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers specialized retirement planning advice based on investment research and tax-aware withdrawal strategies.