Christene Barratt is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She has been with Ameriprise since 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Jeffrey Chen is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years from 2006 to 2020. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored advice.

David Hoffman is a financial advisor at Ameriprise with 12 years of industry experience and holds a Series 66 designation. His prior work includes roles at Citigroup and Invesco. Ameriprise offers a retirement-income planning service focused on 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 personalized, algorithm-assisted retirement income recommendations.

Roger Holland is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, and Merrill Lynch. He is currently based in Brazoria, TX. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Martin Wheeler is a CFP®-credentialed financial advisor with Ameriprise in Houston, TX, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Amber Williams is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent 25 years with Amarillo ISD. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Megan Arevalo is a financial advisor at Ameriprise with 16 years of industry experience and holds the Series 66 designation. She has been with Ameriprise and its affiliate since 2011. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Moises Cruz is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Equitable Advisors, Fidelity, Charles Schwab, Wells Fargo, and BBVA Compass. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research, third-party data, and algorithmic tools to provide tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Kalyani Sanghavi is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Mitchell Jacobs is a financial advisor at Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Charles Holcombe is a CFP®-certified financial advisor with 26 years of industry experience, currently with Ameriprise Financial Services in Houston, TX. His prior experience includes roles at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Ashlee Reiszner is a financial advisor with Ameriprise based in Houston, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones for six years and has experience in construction. Outside of her advisory role, she operates an ecommerce business selling products on Amazon and works as a delivery driver. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Connor Davis is a financial advisor at Ameriprise in Houston, TX, holding a Series 66 designation with two years of industry experience. His background includes roles at Ameriprise since 2023 as well as prior positions at GTC Amenities and Nutrishop USA. He has also worked in education at the University of Houston and Kingwood High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Raymond Hershey is a CFP®-certified financial advisor with eight years of industry experience, currently with Ameriprise Financial Services LLC. He previously worked at Edward Jones for seven years and spent nine years with the Rockwood School District. Outside of advisory work, he serves on the executive board of CMSSL and is the board treasurer for Aim High St. Louis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement planning recommendations focused on income sources and tax-aware withdrawal strategies.

Jessica Redman is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise since 2016 and previously at MetLife from 2011 to 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Luis Lopez III is a Series 66-registered financial advisor with Ameriprise in Houston, TX, and has nine years of industry experience. He has been with Ameriprise Financial Services in various capacities since 2016. Outside of his advisory role, he provides advice on home renovations and design for a family limited partnership involved in real estate and home flipping. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Brittany Kornmann is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, she is the managing member of MVMT Collective TX, LLC, a travel and yoga business. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, delivering 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 provide tailored, non-discretionary advice through a centralized consulting team.

Thomas Douglass is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. The firm serves individual and institutional clients and offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. This service involves a centralized team that collaborates with advisors like Douglass and uses proprietary research and third-party data to support retirement planning within a structured investment framework.

Rose Farrar is a financial advisor at Ameriprise in Houston, TX, with six years of industry experience. She holds a Series 66 credential and previously worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. Rose also had a one-year role at the Alliance of Community Assistance Ministries. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Neil Rahimi is a financial advisor with Ameriprise in Bellaire, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service primarily for clients approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary advice, with a focus on assets held in Ameriprise-managed accounts.

Roy Wheeler is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2019, including time with Ameriprise Financial Services, LLC. His background includes a five-year period at the University of Texas at Austin prior to his advisory career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Eugene Balakirov is a financial advisor with Ameriprise in Fulshear, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he has reported real estate ownership unrelated to his investment activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary recommendations, primarily for clients with assets managed through Ameriprise.

Bruce Mcgaugh is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored retirement income plans, primarily for clients with assets managed within Ameriprise.

Ashley Gettemy is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services Inc., and previously at Raymond James and Associates. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sallie Teninbaum is a financial advisor with Ameriprise based in Houston, TX, holding a Series 63 designation and bringing 37 years of industry experience. She has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice, primarily for clients with Ameriprise-managed accounts.

Joshua Beasley is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked at the Kygar Group and MK Personnel. Outside of his advisory role, he owns a local gym in Houston called Body3 Personal Fitness and serves on the Board of Directors and Audit Committee for The Human Rights Campaign Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, 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 personalized retirement advice through a centralized consulting team.

Simon Tanner is a CFP® professional with nine years of industry experience, currently affiliated with Ameriprise Financial Services LLC. His prior experience includes seven years at Edward Jones and roles at The GMS Group, L.L.C., and Pioneers Australia. He holds Series 63 and Series 66 licenses and is based in Houston, TX. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tiffany Akre is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 license and bringing 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, she is a co-owner of Lipstick League LLC, a business venture planning to develop an icehouse/pub in Ivanhoe, TX. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, featuring a Premier Retirement Income service that provides written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Craig Hoffman is a CFP® with 41 years of industry experience, currently affiliated with Ameriprise in Houston, TX. His prior work includes multiple roles within Ameriprise entities dating back to 2003 and a brief tenure at Choreo, LLC. Outside of finance, he is a self-employed musician who manages and performs as a band member. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and tools alongside personalized advisor collaboration.