Glenn Campbell is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor recommendations, primarily for assets held in Ameriprise-managed accounts, while also offering a broad range of advisory, brokerage, and insurance solutions.

Lee Hooks is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN since 2024. His prior experience includes roles at LPL Financial, Private Advisor Group, HWM LLC, and Harvest Wealth Management. He is also a co-owner of Highland Wealth Management, which manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.