Marisa Simonetti is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and offers a broad range of advisory, brokerage, and insurance solutions.

Deja Foster is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Kestra Investment Services. Foster is based in Memphis, TN. 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 written recommendations and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Brian Douglas is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, Douglas is a Reserve Deputy Sheriff with the Shelby County Sheriff's Office and owns a social media and marketing content creation business. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with financial advisors.