Harry Slade III is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in independent insurance brokering and manages a farm in Woodbine, Maryland. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tejasvini Rao is a financial advisor with Ameriprise in Ellicott City, MD, holding a Series 66 designation and five years of industry experience. Prior to Ameriprise, she worked at T Rowe Price and TD Ameritrade. Ameriprise Financial Services is a large institution servicing individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Harry Slade IV is a CFP® with 11 years of experience in financial advising. He has worked at Edward Jones for nine years before joining Ameriprise, where he has been since 2023. He serves on the board of directors for Friends of Patapsco Valley State Park. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.