Ellen Capone is a financial advisor with Ameriprise in Greenville, NC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Ameriprise and its affiliates since 1992. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for Woodbury Yoga and Meditation. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, with a retirement-income consulting team delivering algorithm-supported, non-discretionary recommendations in partnership with client advisors.

Jonathan Randall is a financial advisor with Ameriprise in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in consulting activities outside of investment advising and serves on a nonprofit board of directors. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement, focusing on those with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports as part of its broader advisory, brokerage, and insurance offerings.