Roger Williams is a financial advisor with Ameriprise in Knoxville, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Williams is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise since 2019. Prior to his advisory career, he worked at Beaty Chevrolet and studied at the University of Tennessee. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.