David Sponsler is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 designations. He has over six years of experience in the financial services industry, including prior roles at LPL Financial, Linden Thomas and Company Securities, Wells Fargo Advisors, Mass Mutual Investors Services, and MetLife Securities. 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. Their approach integrates proprietary investment research and third-party data to provide tailored retirement recommendations within a defined investment universe.

Donald Wolf is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013, with a brief hiatus from 2016 to 2017. Outside of advisory work, he owns a business that facilitates sales and shipments of awards, such as pins and watches, in the Northeast region and also writes financial plans for another Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hogan Fulghum is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he serves on the Board of Directors for the Marina View Homeowners Association and is involved in consulting activities through Catalyst Controls, LLC and McClain & Associates. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves high-net-worth individuals and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

April Oliver is a Series 66-credentialed financial advisor with 24 years of industry experience, currently with Ameriprise in Charlotte, NC. She has been with Ameriprise since 2005, serving in various capacities over 18 years. Outside of her advisory role, she is involved in consulting and practice management through Oliver & Associates Consulting Inc. and holds a partnership interest in Catalyst Controls LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing tax-aware withdrawal advice for clients nearing or in retirement.