Kevin Wells is a financial advisor with Ameriprise in Germantown, TN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Wesley Lacey is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and Revolution Partners, LLC. He is a member of a local Financial Advisory Commission board in Germantown, TN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis to support financial advisors in delivering customized retirement income strategies.