Pearljunora Zenon is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and previously worked at Invesco for 23 years. In addition to her role at Ameriprise, she serves as an associate financial advisor with Outlier Operational Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, using a combination of internal research, third-party data, and algorithmic tools.

Alexis Graham is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Houston, TX. Her career includes roles at Merrill, Fisher Investments, Comerica Securities, and Macy’s. She is also involved with Geaux Sooners, LLC DBA Luminate in a financial advisory capacity related to her Ameriprise work. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Crawford Mc Gill is a financial advisor with Ameriprise based in Missouri City, TX, holding a Series 66 designation and 24 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 Directors for The Ensemble Theatre and is a Senior Fellow with the American Leadership Forum, participating in community initiatives in Houston. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tommy Brooks is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior roles include positions at Hornor Townsend & Kent Inc, Unity National Bank, Penn Mutual Life Insurance Company, and CAMAC International. He serves on a nonprofit board of directors and leads the accounting department at Adelphi Bank outside of his advisory work. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bernard Hamilton Jr 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 since 2015. Outside of his advisory work, he is involved in a photography business called Your Endless Memories. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within a defined investment universe influenced by affiliated product relationships.

Alissa Guerrero is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked as a content creator on YouTube. Guerrero serves as president of the Taiwan Alumni Association of TECO Houston and owns a YouTube channel called Spiritual Pizzza. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tailored recommendations.

Robert Cortez is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at Merrill and Bank of America from 2016 to 2021. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and delivers these services through a centralized consulting team in partnership with advisors like Cortez.

Sergio Weitzman is a financial advisor with Ameriprise in Houston, TX, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its affiliate since 1992. Outside of his advisory work, he owns Serca Wines LLC, a vineyard business in Houston. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver customized, non-discretionary recommendations focused on income sources, tax strategies, and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Sanjay Pathak is a CFP® credentialed financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Houston, TX office. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients’ income sources and withdrawal strategies.

Wendell De Grange is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages technology and communication systems for Outlier Operational Services, LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Corbin Jamison is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience with WebTPA, as well as roles at Jackson State University and Grove Park Community Center and Recreation. Jamison is also employed by Outlier Operational Services, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focusing on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Rashonner Lillie is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, Lillie worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of advising, Lillie owns Spoken Destiny, LLC, a business unrelated to investment services. Ameriprise is a large institutional firm that provides retirement-income planning services to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.