John Thane is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Board of Trustees for Metroport Meals on Wheels. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its institutional platform.

Jeanmarc Chemla is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, he is involved in independent insurance brokering, focusing on disability income through Guardian Life. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Scott Miller is a financial advisor at Ameriprise with 35 years of industry experience. He has held various roles within Ameriprise since 2005. Outside of his advisory work, he is the managing member of SM Watershed LLC and is involved with Pathsage LLC through a compensation-sharing arrangement. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Joe Graff is a financial advisor at Ameriprise in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. He has been with Ameriprise since 2017, following five years at Sysco Foodservices. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income, Social Security, and tax strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Leon Scheffler is a financial advisor with Ameriprise in Southlake, Texas, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he manages an advisory business through Certainty of Uncertainty LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team and algorithmic tools to provide tailored, tax-efficient recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.