Alicia Ellis is a financial advisor with Ameriprise in Pasadena, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Texas Bay Credit Union, and Cuso Financial Services. She also works as a financial advisor for Shell Federal Credit Union, meeting with credit union members to provide financial advice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on assets held in Ameriprise Managed Accounts.

Lance Allen is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera, Heritage Bank, Edward Jones, and DWS Investments Distributors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.