Jeffrey Israel is a financial advisor with Ameriprise in Southlake, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Securities for a decade and later at Hilltop Securities. Outside of his advisory work, he serves on the Board of Directors for the Southlake Baseball Association as a scheduler and 7U commissioner and is involved in managing his own consulting and advisory businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice tailored to clients approaching or in retirement.

Allison Israel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Merrill from 2010 to 2018. Outside of her advisory role, Israel is a co-owner of Dragon Ridge LLC and serves as treasurer on the board of directors for the Cross Timbers Hills Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Thomas Palmersheim is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, he worked as a self-employed consultant and spent six years with Amadeus IT Group. Outside of financial advising, he provides phone consultations on travel and technology as a personal consultant. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers tailored retirement planning advice based on proprietary research and third-party data. The firm’s approach includes a collaborative service model with clearly defined enrollment criteria and investment options influenced by affiliated product relationships.