Brent Stone is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 16 years before joining Ameriprise in 2024. Outside of his advisory role, he serves as President of the Braystone Park Homeowners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Lemon is a financial advisor with Ameriprise in Cordova, TN, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes multiple roles at Ameriprise since 2014 and a brief tenure at Kingswood Capital Partners. Outside of advising, he is co-owner of a commercial landscaping company and serves as a director leading CPA consulting and advisory services at a local CPA firm. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources. The firm’s approach integrates proprietary research and third-party data within a managed account framework tied to Ameriprise’s affiliated product offerings.

Wanda Chandler is a financial advisor with Ameriprise in Cordova, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at LPL Financial, LLC from 2015 to 2021 before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

James Shamoun is a financial advisor with Ameriprise in Arlington, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support advisors in creating personalized plans.

Kourtnee Pierson is a financial advisor with Ameriprise in Cordova, TN. She holds a Series 66 designation and has three years of industry experience. Prior to joining Ameriprise, she worked at Pierson Family Services and has been self-employed. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm employs a centralized service team for retirement income advice and provides access to a curated investment universe influenced by affiliated product relationships.