Richard Young Jr. is a financial advisor with Ameriprise in Mt Pleasant, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves as president of the Gary and Anne Marie Ezzo Legacy of Life Foundation and the Rivertowne Swim Team Board. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-supported retirement advice.

Trevin Link is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation. He has six years of self-employment experience and five years working with Seacoast Christian Community Church. He joined Ameriprise in 2024 and has been with the firm since. 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 creating written recommendation reports and providing ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Logan Young is a financial advisor with Ameriprise in Mt. Pleasant, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Liberty University from 2021 to 2024 and has teaching experience at the high school and middle school levels. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.