Austin Hicks is a financial advisor with Ameriprise in Bonita Springs, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he worked in the hospitality sector at several establishments including Andre's Steakhouse and Texas Tony's Rib and Brewhouse. He serves as President on the Board of Directors for the FGCU Naples Alumni Chapter. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Manuel Diaz Rodriguez Jr is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC for two years and has held roles in various other industries, including automotive sales and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, employing a research-driven approach and specialized tools to provide tailored recommendations within a defined investment ecosystem.

Terrence Mccreanor is a financial advisor at Ameriprise with 52 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the owner of a nonprofit charitable entity, Caxambas Miracles Forum, based in Marco Island, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Coleen Hodsdon is a financial advisor at Ameriprise with 10 years of industry experience and holds the Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for 10 years before joining Ameriprise, where she has been since 2017. Hodsdon serves on the Board of Directors of Caxambas Miracles Forum in Marco Island, Florida. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies, using data-driven analysis and working within a defined investment universe.

Daniel O'Dowd is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at JP Morgan Securities Inc. for 17 years and Stifel Nicolaus & Co Inc. for 3 years prior to joining Ameriprise. He is also involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized team that provides non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis. The firm integrates advisory, brokerage, and insurance solutions with a focus on managed accounts and employs algorithmic automation under oversight to support its retirement planning approach.