Robert Yarbrough is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Bank of America and Merrill for 11 years. Yarbrough serves on the Board of Directors for Family Renew Community and is a past board president. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient retirement recommendations.

Devon Mertz is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Community First Credit Union of Florida and Cuso Financial Services. 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 advice focused on retirement income planning, incorporating tax-aware withdrawal strategies and Social Security options.

Brandy Boone is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of advising, she is involved in a real estate business and holds a builder’s license in Florida. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm integrates algorithmic tools with advisor input to provide tailored income recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Tanner Murphy is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at GM Hill, Lululemon Athletica, and the New York Mets. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Pavan Varshney is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Patriot Rail, Omnipath Financial, Inc., and CSX Corporation. Outside of his advisory work, he has real estate ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals.

Michael McCranie is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial (formerly Linsco/Private Ledger Corp.) for 18 years before joining Ameriprise in 2019. McCranie also owns McCranie Company LLC, a consulting business unrelated to investment management. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, algorithm-assisted process that supports client advisors and emphasizes the use of Ameriprise-managed accounts.