Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Garrett Molaison is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Outside of his advisory role, he co-owns Argent Wealth Management, LLC, a business related to managing expenses and operations separate from investment activities. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, employing a structured approach that includes algorithmic modeling and tax-efficient strategies to assist clients nearing or in retirement.

Luke Dehart is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2025, he worked at Louisiana Tech University and Edward Douglas White Catholic High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Michael Waguespack is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, Mr. Waguespack is involved in tax preparation through a CPA practice he co-owns and serves as CFO and treasurer for an industrial contracting firm. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacques Rathle is a financial advisor with Ameriprise in Thibodaux, LA. He holds a Series 66 designation and has recently begun his advisory career, with experience at Callais Capital Management and Ameriprise since 2024. Prior to his financial career, he was involved with Auburn Swim Camp and worked at Auburn University and local schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Paul Mazarac is a Series 66 credentialed financial advisor with Ameriprise, based in Thibodaux, Louisiana, and has four years of industry experience. Prior to joining Ameriprise in 2021, he held roles outside the financial sector, including at Da Swamp Trampoline Park and Moe's Southwest Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Cade Babineaux is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is co-owner of two non-investment-related businesses in Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wes Toups is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2023, following an extended period as a student. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering detailed 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 advice, supported by a centralized consulting team and algorithmic tools overseen by internal committees.

Catherine Lovell is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a co-owner of a non-investment-related business in Thibodaux. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver research-driven, tax-efficient recommendations tailored to individual retirement goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kylie Kern is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Kern serves as a director on the board of the Ben Meyer Foundation and is the treasurer of the local chapter of the Catholic Daughters of America in Schriever, LA. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team.

David Ponson is a financial advisor with Ameriprise in Raceland, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Treasurer for the Lafourche Junior Bassmasters, a youth competitive bass fishing organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with a focus on tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vanessa Walker is a Series 66 licensed financial advisor with Ameriprise, based in Houma, Louisiana, with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is involved in a shipping and crating business that her husband runs. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendations on income, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and automated processes overseen by a dedicated consulting team to deliver these services.

Thomas Meyer is a CFP® with 28 years of experience in financial services, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Meyer is president of the Ben Meyer Foundation, Inc. and serves on the board of Acadia Music Fest, LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kaitlyn Gravois is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise, M. Rodrigue & Son, Inc., and Nicholls State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Lloyd Kern III is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Callahan is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Ben Meyer Inc Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm is a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.