Kathleen Crowley is a CFP® professional with 32 years of experience in the financial industry. She is currently with Ameriprise, where she has worked since 2020, following a seven-year tenure at Raymond James & Associates. Crowley serves on the board of the Diocese of Pensacola-Tallahassee Northwest Florida Foundation and acts as its Investment Chair. She is also an adjunct professor for FIN 4045 at Florida State University and co-owns a jet ski rental business and a tree farm in Panama City, FL. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its affiliated entities.

Adrienne Davis is a financial advisor with Ameriprise in Panama City Beach, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. She previously worked at Raymond James & Associates from 2013 to 2020 and has been affiliated with Florida State University since 2016. Outside of advising, she co-owns Dune Land Development, Inc. and Laguna Beach Property Management, both real estate businesses. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.