Raymond Carothers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 1978. Outside of his advisory work, he provides coaching to non-Ameriprise financial advisors and small business owners through his own consulting business. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, with eligibility generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary retirement-income recommendations, emphasizing assets held in Ameriprise-managed accounts.

Thomas Pollock is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he oversees business operations for Thomas M Pollock, Inc., an S-Corp. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Stephen Mc Intee is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, he manages an advisory business at Carolinas Wealth Inc. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Levi Painter is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in educational settings, including the School District of Pickens County and Clemson University, prior to his current role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice tailored to income sources and tax-aware withdrawal strategies.