Randall Goebel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes the use of Ameriprise-managed accounts in its recommendations.

Agata Kubis is a CFP® and Series 66-licensed financial advisor with Ameriprise in Katy, TX, with 11 years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, she is involved in non-investment-related real estate ownership activities. Ameriprise provides retirement income planning services targeted at individuals approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Silva is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages the lease and payroll for his Ameriprise practice through his ownership of jsecc, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Donna Stolper Gonzalez is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Oneamerica Securities and OneHouston Financial. Outside of her advisory work, she is involved with JHRA Group LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Covington is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is involved in business consulting through Covington Family Enterprises, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive, research-based, and tax-efficient retirement income recommendations, supported by a centralized consulting team and algorithmic tools, within a large institutional platform that also offers brokerage and insurance solutions.

David Riggs II is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of Word Of Restoration Christian Fellowship and is involved in consulting and real estate management through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Terry Bradford is a financial advisor with Ameriprise in Katy, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored guidance through a centralized consulting team, emphasizing the use of Ameriprise-managed assets and algorithmic support in its recommendations.