James Ford is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Ameriprise in 2021. Ford serves on the boards of the Tuscaloosa Morning Rotary Club and Junior Achievement of Tuscaloosa County, and he is Treasurer-elect of the Druid City Business League. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jack Evans Jr. is a Series 66-licensed financial advisor with Ameriprise in Tuscaloosa, Alabama, and has 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jessica Santoro is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2022, she spent 15 years in full-time education. She holds a Series 66 designation and is based in Tuscaloosa, Alabama. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Rickard is a financial advisor with Ameriprise in Tuscaloosa, Alabama, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and spent 15 years at Eli Lilly & Company. Outside of his financial career, he serves as an associate minister at the Chapel Hill Church of Christ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include 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.

Robert Lachney Jr. is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ameriprise since 2018, following three years at LPL Financial. Outside of his advisory role, he is involved in independent insurance brokering with Allianz. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. Its approach includes detailed, algorithm-assisted recommendations and a focus on tax-efficient withdrawal strategies within Ameriprise-managed accounts.

Theodore Jackson is a financial advisor at Ameriprise in Tuscaloosa, Alabama, holding a Series 63 designation with 40 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Jackson is a 25% owner of DPT, LLC, a company that owns the office building from which he and three other advisors conduct their practices. 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-efficient withdrawal strategies. The firm integrates algorithmic tools with advisor oversight and emphasizes managed accounts in its investment approach.

Mark Byars is a ChFC® credentialed financial advisor with Ameriprise in Tuscaloosa, Alabama, and has 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Byars serves on multiple nonprofit boards including the UR Fed Foundation and Alpha Tau Omega House Corporation, and is an elder at First Presbyterian Church of Tuscaloosa. He also participates in a local Police and Fire Pension Task Force that evaluates the economic health of city pension funds. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with personalized consultation to provide ongoing, non-discretionary retirement income planning, primarily for clients with accounts managed within Ameriprise.

William Burkhalter is a financial advisor with Ameriprise who holds a Series 66 credential and has seven years of industry experience. He has worked at Ameriprise since 2017 and previously at Covenant Consulting Group and the University of Alabama. Outside of his advisory role, he serves as a youth pastor at Reform First Baptist Church and is involved with his local BNI chapter. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Lewis Howard Jr. is a financial advisor with Ameriprise in Tuscaloosa, Alabama, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its predecessor firms since 1992. Outside of his advisory role, he is involved in managing a commercial real estate office building and operates a business entity that supports his practice’s administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations that integrate both Ameriprise-managed and outside accounts.

John Barrow III is a Series 66-licensed financial advisor with Ameriprise, based in Northport, Alabama, and has 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves on the boards of Family Counseling Services and the Northport Lions Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement, focusing on those with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Terrance Simpson Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise since 2005, including its affiliate Ameriprise Financial Services, Inc. Outside of advising, he owns a business used to pay expenses related to his Ameriprise franchise and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sarah Hahn is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior experience includes roles at SmartBank, Raymond James, and PNC Investments. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendation reports that incorporate tax-smart strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Renee Allen is a financial advisor with Ameriprise in Northport, Alabama, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients with assets in Ameriprise-managed accounts.