Leandro Nogueira is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2021, with prior roles at Equitable Advisors, Axa Advisors, LiveOps, and Ican Benefit Group. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized, algorithm-supported process to deliver tailored, non-discretionary advice.

Jeffrey Bellinghausen is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing his own advisory business through JKB Alliance LLC and participates in a business ownership venture that rents office space. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income services that provide detailed planning and advice focused on income reliability and tax-efficient withdrawal strategies.

Robert Chase Jr. is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he serves as Treasurer for the First Baptist Church of Plano. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide non-discretionary, personalized recommendations delivered through a centralized consulting team.

Karen Bellinghausen is a Series 63-registered financial advisor with Ameriprise in Dallas, TX, bringing 36 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns a consulting business in Dallas. Ameriprise is an institutional firm that offers a retirement-income planning service for clients typically holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered through a centralized consulting team in partnership with the client’s advisor.

Andrew Ross is a ChFC® credentialed financial advisor with Ameriprise in Dallas, TX, bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Ross owns a botanical skin care and nutritional products business and has served in a temporary office management role. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sandra Strohmeyer is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has been with Ameriprise since 2005, serving in various capacities within the firm. Based in Richardson, TX, she holds a Series 63 license. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset eligibility criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kimberly Shouse Bourland is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and nine years of industry experience. She has worked with Ameriprise and its affiliated entities since 2009. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Ford is a financial advisor with Ameriprise in Richardson, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Command and Edward Jones, as well as service in the United States Navy Reserve. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Megan Bellinghausen is a financial advisor at Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior experience includes roles at Fidelity Investments and teaching positions at Texas Tech University, St. Edward's University, and Bishop Lynch High School. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Ashton Myatt is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Goldman Sachs, Ayco from 2022 to 2025. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports incorporating income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation.