Stacey Stivers is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 63 designation and has previously worked at Raymond James & Associates and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Beth Overbey is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baldwin CPAs and Cambridge Investment Research Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement income planning advice. The firm’s approach includes algorithm-driven analysis and emphasizes tax-aware withdrawal strategies within a defined investment universe.

Carl Heick III is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of the Blankenbaker Professional Park Condo Council of Co-Owners and is involved with CASA of the River Region as a board member. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily for assets managed within Ameriprise.