Mallory Stein is a financial advisor with Ameriprise in Auburn, AL, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers retirement-income planning services focused on individuals near or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team in partnership with advisors like Stein.

Catherine Johnston is a financial advisor with Ameriprise in Opelika, Alabama, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with personalized review to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Richard Hoerlein is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Auburn, Alabama. Outside of his advisory role, he participates on the Investment Council for the Kiwanis District of Alabama. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.