Hulon Whatley is a CFP® and PFS™ credentialed financial advisor with Ameriprise, based in Sugar Land, TX, and has 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he serves on the boards of several local nonprofit organizations, including Parks Youth Ranch and Abigail’s Place, and is involved with River Pointe Church and a local city council campaign fund. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. The firm offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

James Galpin III is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He worked at Invesco from 2009 to 2017 before joining Ameriprise, where he has been since 2017. Outside of his advisory role, he is co-owner of Galpin Ag, a family agricultural business involved in livestock production and land management. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.