Elizabeth Douglas is a CFP® with 27 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved with Soroptimist International of Huntsville, a service organization focused on the betterment and education of women and girls, and serves on the Finance Committee at Hazel Green United Methodist Church as an endowment representative. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Kathy Wilson is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Brokerage Services and First Command Advisory Services for six years. Outside of her advisory role, she volunteers to organize and manage the voting process during elections in Madison County, Alabama. Ameriprise Financial Services is a large 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 focused on dependable income sources and tax-aware withdrawal strategies.