Christopher Stearns is a financial advisor at Ameriprise in Hurst, TX, holding a Series 66 designation with six years at Ameriprise and a total of four years in the industry. His prior experience includes roles at the University of Texas-Austin and at educational institutions in Fez and Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Sanders is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005. Outside of his advisory work, he owns a travel-related business called 7 Continents 4 Seasons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. Its approach integrates proprietary investment research, third-party data, and algorithmic tools to deliver personalized recommendations within a defined investment framework.

Robert Taylor is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory practice, he owns a collection company for collector cars and leases land for cattle grazing in Texas. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored, ongoing retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

James Donahue is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs, Mercer Allied Company, and Cetera Advisor Networks. Donahue serves on the board of Worldwide Voice in the Wilderness, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm delivers tailored, research-based recommendation reports through a centralized consulting team, combining quantitative modeling and tax-efficiency analysis to support clients’ retirement goals.

Tyler Tredway 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 2005. He also owns TJ Tredway, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Schlech is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Ameriprise Financial Services, LLC in Hurst, TX. She has been with Ameriprise since 2018, following earlier roles at ProEquities, Inc. and Copelin Financial Advisors. 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 advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Madison Phillips is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at San Luis Resort - Grotto and Stephen F. Austin State University. Prior to his advisory career, he spent over a decade with the Dallas Independent School District. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a research-driven, algorithm-supported approach to deliver non-discretionary, tax-efficient retirement income recommendations in partnership with its advisors.

Charla Mc Intyre Fields is a financial advisor at Ameriprise with 30 years of industry experience and holds the Series 63 designation. She has been with Ameriprise and its affiliates since 2005. Outside of advising, she operates a hobby farm raising cattle and horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning using a centralized team and algorithmic tools.

Lisa Rein is a financial advisor with Ameriprise in Arlington, TX, holding a Series 63 designation and over 35 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer for both the Deerwood Park Homeowners' Association and Arlington Life Shelter, and is Immediate Past President of Congregation Beth Shalom. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Armey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Thrivent Financial and Thrivent Investment Management. Armey serves on the Board of Directors for Mission Denton and is its president. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jerald Cooperman is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to deliver personalized planning while emphasizing funds from affiliated firms.

Santosh Terala is a financial advisor at Ameriprise with seven years of industry experience. He has been with Ameriprise Financial Services since 2018, including its affiliated entities. 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 recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Wenzig is a CFP® professional with 10 years of industry experience, currently with Ameriprise in Lewisville, TX. His prior experience includes roles at Fisher Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, Bank of America, Merrill, and Fidelity Brokerage Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Gary Hibbett is a financial advisor with Ameriprise in Hurst, Texas, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Obrien is a financial advisor with Ameriprise Financial Services in Hurst, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Ameriprise since 2016 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm uses a centralized service team and leverages proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies within a defined investment framework.