Curtis Mcneal is a CFP®-certified financial advisor with Ameriprise in Starkville, MS, bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president and owner of LifePath Corporation and LifePath Legacy LLC, where he manages leadership, strategic planning, and business operations. He also maintains a small acreage farm, earning income through equipment operation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides detailed, research-based recommendation reports that incorporate tax-smart strategies and adaptive withdrawal planning, supported by a centralized consulting team and algorithmic tools.

Carrie Beth Randall is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2005. She holds Series 66 registration and is based in Starkville, MS. Randall is president of C.B. Randall Management, LLC, overseeing business administration, and serves on the boards of the SOAR Community Foundation and the Financial Planning Association of Mississippi. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.