Michelle Morehead is a Series 66-licensed financial advisor with Ameriprise in Dallas, TX, bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Jubys.com, a business specializing in Hallmark ornaments and collectibles. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Moira Montgomery is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise in various capacities since 2002. Montgomery is also involved with Ark & Compass LLC, managing an advisory business outside of her primary role. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, typically serving clients with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers customized, research-driven retirement income recommendations.

Nicolas Hernandez is a financial advisor with Ameriprise Financial Services in Plano, TX, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise since 2018 and a period at Texas Tech University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement, which provides written recommendation reports and ongoing planning advice focused on income and tax-aware withdrawal strategies.

Scott Mulloy is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mulloy holds the Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and manages a broad range of advisory, brokerage, and insurance solutions.

Stefanie Morton is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves on the board of the Ark & Compass Foundation and holds leadership positions, including president and treasurer, in related nonprofit organizations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.