Marc Miranne is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services since 2019, following prior roles at Gulf Coast Bank, LPL Financial, and Edward Jones. Outside of his advisory role, he manages a business formed to obtain group health insurance rates for his family. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Andrew Fallo is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009, following nine years at Merrill. In addition to his advisory role, he is involved in consulting through his business ownership of ARF Management LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Charla Bouchie is a CFP® with 33 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Belle Chasse, LA office. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver detailed recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.