Theresa Clark is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative process supported by proprietary research and tools, with enrollment limited to clients meeting certain investable asset criteria.

Sergio Oporto is a financial advisor at Ameriprise Financial Services LLC with 25 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 11 years at Edward Jones and one year at Fidelity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

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.

William Kellogg Jr. is a CFP® with 30 years of industry experience currently with Ameriprise Financial Services LLC. His prior experience includes roles at Hilltop Securities Inc, BANK of AMERICA, N.A., Merrill, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

David Huff is a financial advisor with Ameriprise Financial Services, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and totaling 25 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Grant Finney is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Hilltop Securities Inc. and Fidelity Brokerage Services LLC, as well as work with Pat and Emmitt Smith Charities. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with an emphasis on tax-aware withdrawal strategies and dependably generating income for clients.

Michael Farmer is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Merrill. He is based in Southlake, TX. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm’s investment approach combines internal research, third-party data, and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and inclusion of Ameriprise-managed assets.

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.