Theresa Clark is a financial advisor at Ameriprise in Southlake, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans through a centralized consulting team.

Sergio Oporto is a financial advisor with Ameriprise Financial Services LLC in Southlake, TX, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Luis Mendiola is a financial advisor with Ameriprise in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tracy Morehead is a financial advisor with Ameriprise in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2026, Morehead worked at Edward Jones for 13 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

David Huff is a financial advisor at Ameriprise with 24 years of industry experience. He has held roles at Ameriprise since 2017 and previously worked at Wells Fargo Advisors from 2009 to 2017. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations that incorporate tax efficiency, Social Security options, and adaptive withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Michael Farmer is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides retirement-income planning services primarily to clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Galloway is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Ameriprise since 2009, currently serving as an advisor in Flower Mound, TX. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.