Ashley Shurden is a financial advisor at Ameriprise in Tupelo, MS, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, Shurden's work history includes roles in healthcare, real estate, education, and staffing agencies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Evans Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.