Alicia Ellis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and Texas Bay Credit Union. In addition to her advisory work at Ameriprise, she serves as a financial advisor at Shell Federal Credit Union, meeting directly with credit union members. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

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.