James Plaster Jr. is a financial advisor with Ameriprise in Tuscaloosa, Alabama, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Merrill and Bank of America, where he worked for a combined 32 years before joining Ameriprise in 2017. Outside of his advisory work, he serves on multiple local boards, including the Tuscaloosa Rotary Honor Flight as chairman, and is involved with various community organizations such as the Boy Scouts of America and The Salvation Army in Tuscaloosa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and annual retirement-income planning. The firm's approach integrates investment research and third-party data to deliver guidance on income sources, tax-aware withdrawal strategies, and Social Security options, operating within a defined investment universe that includes affiliated products and managed account assets.

Harry Shumaker II is a financial advisor with Ameriprise in Tuscaloosa, AL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2017 before joining Ameriprise. Outside of his advisory role, Shumaker serves on several local nonprofit boards, including the Tuscaloosa Rotary Honor Flight, TPL Foundation, Inc., and Easter Seals West Alabama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a variety of advisory, brokerage, and insurance solutions typical of a large institutional firm.