Phillip Buckner is a financial advisor with Ameriprise in Sugar Land, TX, holding Series 63 and Series 66 registrations and having 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christopher Bridges is a financial advisor with Ameriprise in Sugar Land, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Outside of his advisory role, he owns Texas Gulf Adventures, a boat-for-hire business specializing in chartered fishing trips. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering a range of advisory, brokerage, and insurance solutions. Their retirement-income service uses a combination of research, modeling, and tax analysis to provide tailored, non-discretionary recommendations.

Peter Horton is a CFP® with 16 years of industry experience, currently advising clients at Ameriprise Financial Services LLC. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward Jones. Horton serves on the Board of Directors for The Harris School Board in Houston, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.