Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Keaton Price is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clayton Moore and Northwestern Mutual. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Witt is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Witt is a silent partner in several family-owned real estate ventures. 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 tailored retirement-income planning advice and written Recommendation Reports based on proprietary research and third-party data.

Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.

George Mc Coy Jr. is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Systeem-Medical and MedNetworx. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Jeff Davis is a financial advisor with Ameriprise based in Frisco, TX, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Christopher Garcia is a financial advisor with Ameriprise in Plano, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Garcia is involved in several business ventures including a personal car service, a tax preparation firm, and a technology company. He is also a co-founder of a nonprofit organization supporting disabled adults to live independently and serves on the board of the Catholic Music Initiative. Ameriprise offers retirement-income planning services primarily to clients approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations that integrate tax-smart withdrawal strategies and asset management, with a focus on Ameriprise-managed accounts.

Kenneth Belter II is a financial advisor with Ameriprise Financial Services LLC in Plano, TX, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Robert W Baird. 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 through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, emphasizing dependable income sources and tax-aware withdrawal strategies within a structured investment framework.

Nicholas Adamson is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is a co-owner of a vending machine and video game supply business serving bars and clubs, and he serves on the Board of Governors for the Dallas Symphony. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written 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 its recommendations, with a centralized team delivering non-discretionary advice in partnership with financial advisors.

Christopher Ramirez is a financial advisor with Ameriprise in Frisco, TX, holding Series 63 and 65 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, NTB Financial Corporation, J.P. Morgan Chase Bank, and First Bank Southwest. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines algorithmic automation with advisor input to tailor retirement strategies.

Trung Nguyen is a financial advisor with Ameriprise in Anna, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank for over a decade. Outside of his advisory role, Nguyen is involved in marketing and branding through ownership of T H Nguyenterprise LLC and co-owns a local photobooth business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering detailed, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jennifer Ibarguen is a financial advisor with Ameriprise in Frisco, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she sells used personal items on Facebook Marketplace. Ameriprise is an institutional firm serving clients generally with at least $1 million in investable assets through a retirement-income planning service that provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Christopher Splawn is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at TIAA and Tiaa-CREF for nine years and serves as a church elder and trustee on the Board of Directors for Believers Chapel in Dallas, where he also teaches as a young adults minister. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Shane Hackney is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services. Outside of his advisory role, he is CEO and President of ShaneCo Enterprises, Inc., which operates skill-specific football camps and coaching. Ameriprise provides retirement-income planning services for clients generally holding at least $1 million in investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient income recommendations.

Timothy Mcnally is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Perspecta, OILMAN Magazine, and Impact Fluid Solutions. Outside of his advisory work, Mcnally co-owns Sacred Home and operates an Etsy shop selling cards. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning that includes income source analysis, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver customized, non-discretionary recommendations, emphasizing managed accounts and algorithmic automation.

Lynn Corniello is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she co-owns a real estate business and manages the day-to-day operations of a financial management LLC. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffery Davis is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Morgan Stanley. Davis’s background also includes experience outside finance with Team Sports Agency and Millar Construction. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Harsimran Sidhu is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, Sidhu serves on the Board of Directors for The University of Texas at Dallas and owns a marketing and advertising business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Monica Smith is a financial advisor at Ameriprise with 44 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley from 2009 to 2020. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kaitlin Dubnansky is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at Texas A&M University. Outside of her advisory role, she volunteers with the IRS VITA/TCE program to assist low-income families with tax returns and operates an Etsy store selling apparel for babies and children. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focusing on income sources and tax-aware withdrawal strategies.

Destinee De Hart is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Her prior work includes roles at Ulta Beauty and Dallas Baptist University. 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 clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Black is a financial advisor with Ameriprise Financial Service, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team that uses research, modeling, and algorithmic automation to support advisors in delivering tailored retirement-income plans.

David Lawrence is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2017, following a tenure at Cetera Advisor Networks LLC from 2013 to 2017. Outside of his advisory role, he owns DSL Enterprises, LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, customized recommendation reports, supported by a centralized consulting team and algorithmic tools.

Sarah Wilson is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated firm since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Michael De Groat is a financial advisor with Ameriprise in Plano, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its related entities since 2008. Outside of his advisory role, he serves on the boards of the Dallas Referrals Network and Ironcenturion, Inc., and is the immediate past chair of the White Rock Center of Hope. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Paul Bateman is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Mcconnell is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Ameriprise and its related entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Goldman is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities LLC, TD Ameritrade, Strategic Advisers, and Fidelity Brokerage Services. Outside of his advisory work, he is a co-owner of a real estate business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to support clients through a centralized consulting team and delivers solutions across advisory, brokerage, and insurance services.

Guru Sowle is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Zanker Advisors LLC, Exponential Inc, and Progetan LLC. Outside of his advisory work, he serves on the Board of Directors for the Indus International Research Foundation, acts as an international advisor for India, and is an advisory board member for the Institute of Chartered Accountants of India, Dallas Chapter. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specified asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cristina Montenegro is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Ameriprise Financial Services, LLC and previously worked at Edward Jones and Capital One Advisors. Outside of advising, she manages an online retail business, Prosperous ARC LLC. 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 recommendations and annual planning focused on retirement income sources and tax-aware withdrawal strategies.

Pearce Hughes is a financial advisor at Ameriprise in Plano, TX, holding a Series 66 designation. He began his financial services career in 2024 and has prior experience at Box Insurance Agency and ES&H of Dallas, LLC. Hughes also spent time working in diverse roles outside finance, including at Del Frisco's Grille, Fowler Law Firm, and Grapevine Faith Christian School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Cedric Portis is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Cetera Financial Group and American Income Life among other firms. Outside of financial services, he is an independent musician based in the Dallas-Fort Worth area. 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.

Brian Brode is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Wells Fargo Advisors. Brode serves on the boards of several nonprofit organizations, including The Warren Center, Eastern Kentucky University Foundation, and Collin College Foundation. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Rodney Coe is a financial advisor with Ameriprise in McKinney, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jamille Thomas is a financial advisor with Ameriprise in Prosper, TX, holding Series 63, Series 65, and Series 66 credentials and 10 years of industry experience. Prior to joining Ameriprise in 2025, Thomas worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. from 2023 to 2024. He also owned and operated Cloud 9 Custom Cookies LLC from 2021 to 2023. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Jennifer Snee is a financial advisor with Ameriprise in Plano, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.