Dana Rovira is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Ameriprise in New Braunfels, TX since 2020. Prior to Ameriprise, she worked at Investment Professionals, Inc. for four years. 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, which provides written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Mark Freeland is a financial advisor with Ameriprise Financial Services, LLC, holding Series 65 and Series 63 designations and 25 years of industry experience. His prior roles include positions at Investment Professionals Inc, Signator Investors, Inc., Banc Of America Investment Services, Inc., and CUSO Financial Services, L.P. He is based in New Braunfels, Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and asset allocation advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools within a defined investment framework.