Shelby Champagne is a Series 66-licensed financial advisor with Ameriprise in Metairie, Louisiana, and has three years of industry experience. Prior to joining Ameriprise in 2023, Shelby worked in education and fitness sectors, including roles at Anytime Fitness and St. Charles Parish Public Schools. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Rufus Cressend Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, having previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns Bilt Bayou LLC, a business focused on renovation design and DIY construction videos, and is developing a podcast called "Constructive Interference," which features discussions with CEOs and business owners on various business topics. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.

James Ray is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise since 2016 and operates a tutoring business focused on high school and college students in subjects ranging from algebra and geometry to legal studies and philosophy. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Jarod Hopper is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Southeastern Louisiana University. Outside of his advisory role, he owns and manages Hopper Holdings LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Ellen Morvant is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Morvant is also the owner of E Morvant Holdings LLC, a business entity related to her advisory activities and partnership interests. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Andre Leblanc is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. He previously worked at Iron Horse Financial for one year and has an academic background from Louisiana State University and Catholic High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.