William Purgason Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for the Olde Providence Civic Association in Charlotte, NC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Moldenhauer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Based in Charlotte, NC, he has spent over 15 years at Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes through a centralized consulting team to deliver tailored, non-discretionary recommendations.

Tess Morris is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Geoffrey Roberts is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Express Financial Advisors Inc. for 24 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as president and a board member of the Charlotte International Cricket Club. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth clients and delivers its services through a centralized consulting team in partnership with financial advisors.

Brian Battle is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as president and chairman of Brian Battle, Inc., a consulting firm. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written income recommendations, supporting clients with a wide range of advisory, brokerage, and insurance solutions.

Jay Garman is a financial advisor at Ameriprise with 46 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Jones is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bryan Bobo is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Based in Charlotte, NC, he has spent over 18 years with the firm in total. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, 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 in its approach and delivers recommendations through a centralized consulting team in partnership with client advisors.

Laragh Foyle is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, Laragh worked in several customer service and hospitality roles. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, it also provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.