Wesley Britt is a CFP®-certified financial advisor with five years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at Capital City Financial Partners, Integrated Advisors Network, and E*Trade Securities. Outside of advisory services, he has an ownership interest in Teal Investment Properties, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and written recommendation reports.

Richard Bunch is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

David Taylor is a financial advisor with Ameriprise in Chapin, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory work, he serves on the Board of Directors for the Palmetto Shag Club, a social dance organization in Columbia, SC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Roy Winters is a financial advisor with Ameriprise Financial Services LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Stephen West III is a financial advisor with Ameriprise in Columbia, SC, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as a youth basketball referee and a little league baseball umpire in the Columbia area. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Mcclure is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.