Thomas Huntley Jr. is a Series 63-registered financial advisor with Ameriprise in Jacksonville Beach, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages BLVT LLC, an advisory business. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team.

Rene Gonzalez is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals nearing 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 in its approach and operates as a large institutional firm offering a broad range of advisory, brokerage, and insurance solutions.

Thomas Rowe Jr. is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 credential and 10 years of industry experience. He previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as an assistant coach for a youth baseball team with the Ponte Vedra Athletic Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.