Zeph Rouquette is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Rouquette operates his own financial planning practice through a business he owns, ZAR Operations. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement income planning, with a focus on Ameriprise-managed accounts.

Carisa Epperson is a financial advisor with Ameriprise based in Wylie, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Deborah Hecht is a financial advisor with Ameriprise in Dallas, TX, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm, Ameriprise Financial Services, Inc. Outside of her advisory role, Hecht serves on the Board of Directors for the Creekside at Lake Highlands homeowners association and creates stained glass crafts that she sells. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rahul Sharma is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC in Plano, TX, bringing nine years of industry experience. He has been with Ameriprise since 2016, transitioning within the firm’s affiliated entities. Outside of his advisory role, he serves as a Finance Fellow with the Open Avenues Foundation, where he trains students in personal finance skills to prepare them for careers in the marketplace. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to deliver tailored planning focused on reliable income and tax-aware strategies.

Jason Palmer is a financial advisor with Ameriprise, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is the founder and managing partner of Genesis 1:1, LLC, a financial planning firm, and serves on the Investment and Finance Lab Advisory Board. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Derek Vaughn is a financial advisor at Ameriprise in Dallas, TX, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tuan Dau is a financial advisor with Ameriprise in Plano, TX, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.