Daniel Bickerstaff is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Tulsa, OK since 2020. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Lapis Enterprises of Oklahoma Inc., the legal entity for his Ameriprise team practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports and a wide range of advisory, brokerage, and insurance solutions.

Blake Johnson is a financial advisor with Ameriprise in Tulsa, Oklahoma, holding a Series 66 designation and 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years from 2001 to 2020. Outside of his advisory role, Johnson is also an attorney and co-owner of a real estate business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Sturm is a financial advisor at Ameriprise Financial Services with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Merrill, Waddell & Reed, and Allstate Financial Services. He serves on the Board of Directors for Lewis Park Townhomes, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendations and annual reviews, utilizing both internal research and third-party data.

Thomas Hunt is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.