Jeffrey Abel is a financial advisor at Ameriprise in Houston, TX, holding a Series 63 designation with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise.

Jacob Atkinson is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, AXA Advisors, and Equitable Advisors. Outside of his advisory role, he manages an independent advisory business, Tiras Wealth Management LLC, where he serves as a client service paraplanner. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Claudia Torres is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CFISD, Texas A&M University, and 7G's Trucking, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Moore is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following five years at LPL Financial. In addition to his advisory role, he manages an advisory business as Client Service Manager at Tiras Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Bradly Hinton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise in Houston, TX with 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his role at Ameriprise, he is an associate financial advisor at Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, delivering non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and asset management tailored to client needs.

Kevin Mathew is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2022, and at Axa Advisors from 2017 to 2018. Outside of Ameriprise, he is associated with Tiras Wealth Management LLC as an Associate Financial Advisor and Client Service Specialist. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver personalized retirement income advice within a large institutional framework.

Neil Parmar is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.

Joseph Willey is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Roberts Wealth Management and Cetera Investors, as well as various non-financial roles early in his career. He is also involved in managing an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tyson Thomas is a CFP® professional with one year of experience, currently serving as a financial advisor at Ameriprise in Houston, TX. His prior work includes roles at Willis Johnson & Associates, Inc., Texas A&M University, and Dallas Baptist University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Cynthia Crump is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she assists with client service and operational functions at Tiras Wealth Management, a private wealth advisory practice within Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Madeline Parker is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Waddell and Reed. Outside of her role at Ameriprise, she manages a separate advisory business, Tiras Wealth Management LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laura Garza is a financial advisor at Ameriprise in Katy, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Green Financial Group, and Wells Fargo, among others. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

James Serrano Jr. is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise in Houston, TX. Prior to joining Ameriprise, he worked at Modera Wealth Management, An Exceptional Life Financial, and Crestview Partners. He is active in the Financial Planning Association, serving as the DEI Director for the Georgia chapter and Head of the National DEI Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Warner is a financial advisor at Ameriprise in Houston, TX, with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she has involvement in non-investment-related real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a research-driven, tax-efficient approach to develop personalized Recommendation Reports.

Linda Russell is a Series 66-licensed financial advisor with Ameriprise in Houston, TX, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities for a total of 17 years, with a three-year gap of unemployment between 2017 and 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income plans delivered by a centralized consulting team.

Jamie Blum is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 22 years of industry experience. Blum has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Lindsey Bropson is a financial advisor with Ameriprise in Manvel, Texas, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team that combines research, modeling, and automated tools to deliver tailored, non-discretionary advice.

Sergio Gomez is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill and several other companies outside the financial services industry. Gomez is also involved with Tiras Wealth Management LLC as a team member managing an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Matthew Kardesch is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a partner in TPKV Financial, LLP. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated committee to deliver these recommendations, while also offering a broad range of advisory, brokerage, and insurance solutions.

Kathryn Rodriguez is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Ameriprise in Houston, TX. Her prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Efficient Wealth Management, LLC. She is also involved with Tiras Wealth Management LLC, an advisory business she manages outside of her primary role. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, focusing on dependable income sources and tax-efficient withdrawal strategies within a defined investment framework.

Trevor Smith is a financial advisor at Ameriprise in Houston, TX, with eight years of industry experience. He has held positions at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he manages an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a structured, research-driven approach to retirement income planning that includes algorithmic automation and tax-efficiency analysis.

Shannon Abel is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Abel serves on the Board of Directors for the Spring Branch Memorial Sports Association and holds leadership roles in several nonprofit organizations, including Vice President of Standards for the National Charity League - Bayou Villages Chapter and Treasurer of the Houston Alpha Delta Pi Alumnae Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kyndal Martin is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 designations with 10 years of industry experience. Prior to joining Ameriprise in 2023, Martin worked at Bank of America, Merrill, and AXA Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources. The firm’s approach includes centralized analysis and non-discretionary implementation, with a distinctive enrollment process that emphasizes investable assets within its affiliated product ecosystem.

Roger Brown Jr. is a financial advisor with Ameriprise, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JP Morgan Securities LLC. Brown also manages an advisory business, Tiras Wealth Management LLC, in Houston. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data to provide tailored recommendations within a defined investment universe.

Darrell Pennington is a financial advisor with Ameriprise in Houston, Texas, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its predecessor firms since 1995. Outside of his advisory role, he serves on the board of directors for the nonprofit organization myLIFEspeaks. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with an algorithm-driven approach overseen by a dedicated team, emphasizing Ameriprise-managed accounts and products from affiliated firms.

Elton Wong is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lauren Dalton is a CFP® with 11 years of industry experience and is currently a financial advisor at Ameriprise in Houston, TX. Her prior experience includes roles at Charles Schwab, J.P. Morgan, SWBC Investment Services, and PNC Investments. She also manages an advisory business through Tiras Wealth Management LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize tax-aware withdrawal strategies and dependable income sources.

Crystal Garrett is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Garrett is the author of a forthcoming book titled *The Next Chapter: Navigating Life and Wealth in Retirement*, expected to be published in Fall 2025. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, delivered through a centralized consulting team in partnership with client advisors.

Matthew Shaw is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliate since 2017, following six years at The Mitchell Group. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brandon Chizer is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Primerica Advisors, Katy ISD, and Vacations To GO. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Thomas Novosad is a financial advisor at Ameriprise in Houston, TX, holding a Series 63 designation with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Novosad serves on the Board of Directors and is Vice Chairman of Reach Unlimited. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored, non-discretionary retirement advice.

Jalin Casares is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.