Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.

Rebecca Robinson is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she is involved with 421 Group LLC in an associate financial advisor capacity. Ameriprise offers a retirement-income planning service targeting 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 delivered through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.