Tracy Mc Cormack is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Ameriprise since 2006, initially with Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Ballard is a financial advisor with Ameriprise in Katy, Texas, holding a Series 66 designation and 21 years of industry experience. He previously worked at Edward Jones and has been with Ameriprise and its affiliate since 2004. He is also involved in managing an advisory business through My Boy Blue LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.