Caleb Morrison is a financial advisor at Ameriprise in Greenville, SC, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles in education, plumbing, pest control, and warehouse operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Samuel Osborne is a financial advisor with Ameriprise in Taylors, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Money Concepts Capital Corp and NCH Tax & Wealth Advisors. Outside of his advisory role, he is co-owner of JourneyPoint Tax Advisors, a tax preparation business based in Greenville, SC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice, with a focus on assets held in Ameriprise Managed Accounts.

Robert Dykes is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Edward Jones and \u0026Partners. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.