Travis Warren is a financial advisor with Ameriprise in Winterville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Marie Peele is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2021. Outside of advising, she has involvement in a family-owned restaurant business. Ameriprise provides retirement-income planning services for clients approaching or in retirement, focusing on individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, primarily for clients holding assets within Ameriprise-managed accounts.