Matthew Johnson is a financial advisor with Ameriprise in Little Rock, AR, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise, he worked at Sage Advisory Services, Merrill, Charles Schwab, and AXA Advisors. 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 tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Gerald Schaefer is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Arvest Wealth Management, the Arkansas Teacher Retirement System, and various state and private sector organizations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide tailored advice, primarily for clients maintaining assets within Ameriprise-managed accounts.

Stacy Morris is a financial advisor with Ameriprise in Austin, AR, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Morgan Stanley for 14 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Jennifer Gibson is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Raymond James and Edward Jones, as well as experience outside finance at Michaels Supply Store and Hillcrest Family Clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Caleb Stokes is a financial advisor at Ameriprise in Little Rock, AR, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2026 and has a varied work history across several industries and roles since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hunter Mullings is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. His work history includes roles in wealth management and various positions outside the financial sector, such as at Sigma Supply of North America and several universities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Madeline Orbin is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Ameriprise Financial Services, LLC and has previously worked at Edward Jones, Thrivent Financial, Pruco Securities LLC, and other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized service team.

Tara Cobb is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Luke Lee is a financial advisor with Ameriprise in Little Rock, Arkansas. He holds the Series 66 designation and has one year of industry experience, including prior work at Arvest Wealth Management. Before entering the financial industry, he worked as a daycare counselor at Little Rock Christian Academy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

John Higgs III is a Series 66 licensed advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Tractor Supply and Natural State Genomics and was a full-time student for eight years. 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 retirement-income planning through written recommendations and ongoing advice.

Chad Hasten is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 license with one year of industry experience. His prior roles include positions at Edward Jones and The Risher Companies, along with nearly a decade of involvement with Fitbyphase Inc. 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 detailed retirement income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

John Kellar II is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and nearly 14 years in the building materials industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.