Adam Carter is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and Series 65 and 63 licenses, and has six years of industry experience. Prior to joining Ameriprise in 2026, he worked at Bank of America, Merrill, and Fifth Third Bank and Securities. Outside of his advisory role, he is a co-owner of a family rental property in Princeton, Texas. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Travis Federick is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise since 1998. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering 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 to produce tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Larkin is a financial advisor at Ameriprise with 30 years of industry experience and holds a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member of two local bands, Random Walk and Acoustic Asylum. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Mark Blankinship is a financial advisor with Ameriprise in Van Alstyne, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes prior roles at Logsdon Wilson Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., and a previous tenure at Ameriprise. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor oversight to tailor plans, while offering a broad range of advisory, brokerage, and insurance solutions.

Deborah Federick is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Federick also owns Federick Associates, LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Piechotta is a financial advisor at Ameriprise in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, he worked at Merrill and Bank of America, N.A., among other positions outside of the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its 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.