Samuel Head is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and Carolinas Wealth Management. Outside of his advisory role, he serves on multiple nonprofit boards and is involved in real estate development. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Perry is a financial advisor with Ameriprise in Columbia, SC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Perry also owns Langdon & Perry Enterprises Inc., through which he manages his financial planning practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Douglas Sheorn is a financial advisor with Ameriprise in Columbia, South Carolina, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities. Outside of his advisory role, he is involved in business ownership with Mackey Tract Partners LLC and DMS Farms LLC, which manage timber and personal-use property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.