Emily Ellis is a financial advisor with Ameriprise in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. She worked at Edward Jones from 1999 to 2017 before joining Ameriprise Financial Services in 2017, where she has been since. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, with an emphasis on assets held within Ameriprise-managed accounts.

Paul Lang is a financial advisor with Ameriprise in Roswell, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining Ameriprise Financial Services in 2017 and Ameriprise in 2020. Lang is also the owner of The Bear and Cub, LLC, a real estate business. 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-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement-income advice.

Michelle Collazo is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports through a centralized consulting team.