Justin Fruhwirth is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial, TIAA-CREF, TD Ameritrade, and Scottrade. In addition to his advisory role, he serves as a portfolio manager in the trust department of American National Bank of Texas, where he creates investment models and proposals for the trust investment committee. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Shaun Scott is a financial advisor with Ameriprise in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at UBS Financial Services and LPL Financial before joining Ameriprise in 2017. In addition to his advisory role, he owns and manages SWS Ensemble Solutions Consulting, a business unrelated to investment services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement-income planning and tax-aware withdrawal strategies.

Bruce Bordelon is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, Texas. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he has established an LLC for tax purposes. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual non-discretionary recommendations through a centralized consulting team.