Austin Hicks is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his advisory role, he held positions in the hospitality sector. He serves as President of the FGCU Naples Alumni Chapter Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Manuel Diaz Rodriguez Jr is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and a background in the automotive and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security options.

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.