Wesley Wells is a financial advisor with Ameriprise in Dothan, Alabama, holding a Series 66 designation and 10 years of industry experience. He previously worked at Cetera and Regions Bank. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning and employs algorithmic tools alongside advisory oversight in its approach.

Jennifer Daffron is a financial advisor with Ameriprise in Dothan, Alabama, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Ameriprise and its affiliate since 2010. Outside of her advisory role, she owns Daffron & Associates, LLC, which she uses to secure small business loans for acquiring other financial advisory businesses. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bradley Bosenberg is a financial advisor with Ameriprise in Dothan, Alabama, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at SA Stone Financial and independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Derek Warren is a financial advisor with Ameriprise in Dothan, Alabama, holding a Series 63 designation and with 26 years of industry experience. His career includes roles at Ameriprise since 2017 and prior work at Sal Financial Services, Inc. He also serves on the Geneva County Board of Education. Warren is the managing member of Warren, Sasser, & Associates, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Marcus Hall is a financial advisor with Ameriprise in Dothan, Alabama, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, Hall serves on the Troy University Legacy Council and Business Advisory Council and is authoring a Christian devotional book on stewardship. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

John Hughes is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. His career includes positions at Synovus Securities, Inc. and Ameriprise Financial Services, Inc. Outside of advisory work, he serves as chairman of the board for First National Bank of Hartford, is a board member of the Southeast Alabama Dance Company, and coaches tennis at Providence Christian School. He is also involved in several business ventures, including agricultural services and real estate management. Ameriprise Financial Services is a large, diversified 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.

Steve Clark is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2018, with prior roles at McDonald & Hagen Wealth Management, Army Aviation Credit Union, and LPL Financial. Outside of his advisory work, he serves on the Board of Directors for Bay Point Harbour Villas, Inc. and is a Lay Leader Committee Member at Covenant Methodist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written recommendation report and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.