Ethan Hooper is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions.

Karyn Cavanaugh is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. She has worked at Ameriprise since 2020 and previously spent nine years at Voya. In addition to her advisory role, she serves as Chief Investment Officer for Carolinas Wealth Management Inc. in Mount Pleasant, SC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

Michael Barker is a financial advisor with Ameriprise in Mt Pleasant, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, with eligibility criteria based on investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Kaylee Wilhite is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2020, with prior roles including market research and positions at Augusta National Golf Club and the University of South Carolina. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendations that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its planning approach and provides a broad range of advisory, brokerage, and insurance solutions.