Cheyenne Summers is a financial advisor with Ameriprise, holding Series 66 and Series 63 designations and nine years of industry experience. She has worked at Ameriprise since 2017 and serves on the Fred Hale School of Business Advisory Board. Summers is also co-owner of SWP Operations, LLC, where she manages her Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Cody Blankenship is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Ameriprise and Texas Bank and Trust. He serves on the Fred Hale School of Business Advisory Board. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Matthew Simcox is a financial advisor with Ameriprise in Longview, Texas, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he was associated with Edward Jones and operated The Simcox Law Firm, P.L.L.C. He serves on the board of Jericho Road Ministries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Shane Sherwood is a CFP® and ChFC® credentialed advisor with 27 years of industry experience, currently practicing at Ameriprise in Longview, TX. He has been with Ameriprise and its related entities since 2005. Sherwood serves as Assistant Treasurer on the Board of Directors for the First Baptist Church of Hallsville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to produce detailed recommendation reports that integrate proprietary research, third-party data, and algorithmic tools.

Nicholas Albert is a financial advisor with Ameriprise in Longview, TX. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Atwoods and has a background in education, having spent time at Stephen F. Austin State University and Pine Tree High School. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Abbe Weaver is a financial advisor with Ameriprise in Gladewater, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

Collin Bower is a financial advisor with Ameriprise in Longview, TX, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at Ameriprise since 2021 and previously at Curtis Blakely & Co. He manages his advisory business through TWP Operations LLC as an operations specialist. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Stephen Jones is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, he co-owns a business focused on wildlife damage control and serves on multiple boards, including the United Methodist Church Texas Annual Conference Pension Board and the East Texas Alzheimer’s Alliance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.