Joseph Goel is a financial advisor with Ameriprise in Shreveport, LA, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise since 2021 and previously was with Argent Financial Group in 2020. Outside of his advisory role, he is involved with Watermelon Bay, LLC, where he manages client and advisor requests and day-to-day operations. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charlton Lyons IV is a CFP®-designated financial advisor with Ameriprise, based in Shreveport, LA, and has 27 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities. Lyons serves on the Board of Directors for Chimp Haven and is involved with local organizations such as Red River Radio and City Church, and he has held leadership roles with the Shreveport Symphony Orchestra. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to create customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.