Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

Joshua Garrett is a financial advisor at Ameriprise with three years of industry experience. He previously worked at Milo C. Cockerham, Inc. for eight years before joining Ameriprise in 2021. Garrett holds a Series 66 designation. Outside of his advisory role, he is involved with Monroe St, LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate personalized advice, focusing on assets held within Ameriprise-managed accounts.

Douglas Morgan is a financial advisor with Ameriprise in Galax, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at LPL Financial, INVEST Financial Corp, infinex Investments, Inc., and Skyline National Bank. Outside of advising, he serves on the board of the Twin County Community Foundation and is president of the Blue Ridge Country Club. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.