Mario Lopez is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Dallas, TX since 2020. Prior to joining Ameriprise, he worked for Edward Jones for 21 years. He serves on the Board of Directors for The Senior Source, a nonprofit organization in Dallas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized retirement planning through a centralized consulting team.

Justin King is a financial advisor with Ameriprise in Carrollton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, with a focus on assets held in Ameriprise Managed Accounts.

George Vilfordi III is a financial advisor with Ameriprise in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes positions at UBS Financial Services Inc and Ameriprise Financial Services Inc prior to his current role at Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement 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 analysis in its planning approach and delivers these services through a centralized consulting team in partnership with its advisors.

Timothy Bowrey is a financial advisor with Ameriprise Financial Services and holds the CFP® and Series 66 designations. He has 18 years of industry experience, including a decade at Raymond James & Associates prior to joining Ameriprise. Outside of his advisory work, he owns Sword Aviation LLC, a business that leases airplanes to a flight school. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service emphasizing retirement-income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joe Chairez Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and securities licenses (Series 63, 65, 66) and bringing 32 years of industry experience. His prior roles include positions at J.P. Morgan Securities and operating his own firm, Joe A. Chairez Jr., LLC. Outside of financial advising, he owns a production company focused on video and photography. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver annual, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lori Maine is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Lori serves on the Board of Directors for Tau Beta Chi Omega House Corporation in Stillwater, OK. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations through a centralized consulting team.

Adam Vilfordi is a financial advisor with Ameriprise in Farmers Branch, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Ameriprise since 2018 and previously spent time at UBS Financial Services and American Funds. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

William Swisher is a financial advisor with Ameriprise in Garland, TX, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Board of Directors and Ethics Committee for DSC and is Chairman of the Garland South Area TIF Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert La Grace is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 24 years of industry experience. Prior to joining Ameriprise in 2021, he worked at J.P. Morgan Securities for nine years. Outside of finance, he co-owns a franchise in the national sub sandwich industry with his spouse. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver its services, emphasizing the use of Ameriprise-managed accounts and incorporating algorithmic automation in its advisory process.

Alex Vilfordi is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameriprise since 2018, following a prior role as a financial advisor at UBS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Aaron Vilfordi is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with UBS Financial Services. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate and tailor retirement recommendations, combining research, modeling, and tax analysis.

Laura Enwere is a financial advisor with Ameriprise in Dallas, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Francis Judge is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a side business selling Dallas Cowboys tickets. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies.

Joseph Quinn is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He previously worked for Kestra Advisory and Kestra Investment Services and has been involved in financial planning and investment advisory through Landmark Wealth Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-planning advice based on detailed analysis and collaboration between a centralized service team and client advisors.

Christina Sloot is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2018 and previously was employed at OpHealth Benefits, LP. Outside of her advisory role, she coaches for The First Tee of Greater Dallas. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Aubrey Nestman is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he serves on several nonprofit boards, including as Treasurer of the Lake Highlands WildCat Club and Fundraising Chair for the Dallas Ballet Company Patrons Guild Board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies.

Cheryle Hale is a financial advisor with Ameriprise in Duncanville, TX, holding Series 63 and Series 65 designations and having 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Rosmari Trump is a financial advisor with Ameriprise in Irving, TX, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services from 2009 to 2018 before joining Ameriprise Financial Services, Inc. and then Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Steven Mc Williams is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and nine years with the firm. He has three years of industry experience and previously worked for Ecolab Inc for nine years. Outside of his advisory role, he serves as a referee for youth and adult soccer matches with the McKinney Soccer Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Heather Smith is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement-income advice through a centralized consulting team.

George Mccoy is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years at those firms before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed through Ameriprise accounts.

Irene Nguyen is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2023. Her prior experience includes roles at Composite Alliance Corporation and Universal Power Group. 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.