Terry Smallwood is a financial advisor with Ameriprise in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Smallwood serves on the boards of Union College and the Alzheimer’s Association and is involved with Lexington Directions Inc., a tax-exempt organization focused on education and grant seeking in Lexington. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining proprietary research and modeling with a centralized consulting team to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Harry Hadden III is a financial advisor with Ameriprise in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.