Kyle Mc Lachlan is a financial advisor with Ameriprise in Manvel, Texas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he worked at Surveying and Mapping, LLC and Texas A&M University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

Richard Travis is a financial advisor with Ameriprise in West Columbia, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over a decade with Ameriprise and its affiliated entities. Outside of his advisory role, he is involved in cattle raising through a business venture and holds independent insurance brokering licenses with multiple major providers. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendation reports developed through algorithmic and research-driven methods. The firm combines advisory, brokerage, and insurance solutions primarily for clients meeting specific eligibility criteria for retirement income planning.

Austin Travis is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and previously worked at United Ag and Texas A&M University, as well as managing a commercial cow-calf operation for eight years. Travis serves on the Board of Directors for Brazosport Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, utilizing a centralized service team and a range of proprietary and third-party analytic tools.