Alexander Bishop is a financial advisor with Ameriprise in Davidson, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Scott Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Robinson is also co-owner of RGAA, LLC, which supports his practice operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jolie Bishop is a financial advisor with Ameriprise in Huntersville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience in education and hospitality, including five years at Midwood Smokehouse and four years at Auburn University. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Amber Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she is a co-owner of RGAA, LLC, which supports her practice operations. Ameriprise serves individuals approaching or in retirement, primarily those with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.