Barry Stockdale is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as president of a nonprofit board in Dallas, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ranee Kent is a financial advisor at Ameriprise in Plano, TX, with six years of industry experience. She holds a Series 66 designation and has prior work history at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Hul-Ster Roofing LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies. The firm's approach incorporates research, third-party data, and algorithmic tools managed by an internal committee, with enrollment criteria that include minimum investable assets and a focus on Ameriprise-managed assets.

Jeffery Altman is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Ameriprise since 2013, working across affiliated entities within the firm. Outside of his advisory role, he is involved in managing property rental, land ownership and sales, as well as securities investment activities through his business, Altman Inv. LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jimmy Middlebrook is a CFP® with 40 years of industry experience and is currently an advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2005. Outside of financial advising, he works as a coach-consultant focusing on work/life balance and promotes structural dynamics as a life management skill from a Christian perspective through educational content and consulting. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, employing a centralized consulting team that delivers non-discretionary, research-driven retirement recommendations tailored to clients’ financial situations.