Matthew Carr is a financial advisor with Ameriprise in Lubbock, TX, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. 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 recommendations and ongoing advice focused on retirement income planning, employing a collaborative and non-discretionary approach with clients and advisors.

Jason Seefeld is a CFP® professional with seven years of industry experience, currently advising at Ameriprise in Lubbock, TX. His prior experience includes roles at Avantax Insurance Agency, Avantax Investment Services, Hilltop Securities Independent Network, and Golden Circle Financial Group. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that combines written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.