Jesse Webb is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked previously at Oppenheimer for nine years before joining Ameriprise in 2021. Webb is a limited partner in Lakeland Terrace, LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Carson Nix is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Charles Sanford is a financial advisor with Ameriprise in Montgomery, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Sanford serves on the Board of Directors for the Montgomery ISD Education Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Todd Shelley is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 10 years with Edward Jones. Shelley is based in The Woodlands, TX. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Athena Squyres is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate firms since 2014. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise-managed portfolios.

Kevin Dean is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2013 to 2022. He is based in Tomball, TX. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team that works with advisors like Dean.

Michael Clotiaux is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 25 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors for nearly two decades before joining Ameriprise. Outside of his advisory role, he buys and sells preowned watches as a hobby. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes personalized Recommendation Reports supported by investment research and third-party data, with a service designed for clients meeting specific investable asset criteria.

John Schantz III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years at Merrill. Schantz also served in the U.S. Army Reserves from 2010 to 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized team and non-discretionary implementation, utilizing investment research and algorithmic tools to support tax-aware withdrawal strategies and Social Security claiming options.

Darren Bobley is a CFP® professional affiliated with Ameriprise who has 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors and Woodforest Financial Services, and he has been with Ameriprise in various capacities since 2020. Outside of advisory work, he holds a passive ownership stake in Ocrulus Inc., a company founded by a family member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a collaborative, research-driven approach.

Clayton Dean is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. He has previously been affiliated with Ameriprise Financial Services LLC and has an educational background including studies at Texas A&M University, Angelo State University, and the University of Louisiana-Lafayette. Outside of advising, he has experience with Central Texas Gasket & Polymer Co. Inc. Ameriprise specializes in retirement-income planning services for clients generally holding at least $1 million in net investable assets, utilizing a centralized consulting team to deliver tailored, tax-smart income strategies supported by algorithmic modeling and research.