Samuel La Fevers is a financial advisor with Ameriprise Financial Services LLC in Vero Beach, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 17 years before joining Ameriprise in 2026. 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 income sources and tax-aware withdrawal strategies.

Michael Williams is a financial advisor with Ameriprise in Opelika, AL, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Bank of America, Merrill, Raymond James Financial, and other financial firms. He has served as a FINRA arbitrator for 16 years and has involvement with Certainty of the Uncertainty, LLC, a legal entity managing his practice. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Paul Shields is a financial advisor with Ameriprise in Vero Beach, FL, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with Ameriprise since 2009, serving in various capacities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Darress is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Executive Manor Homeowners Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically those with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations.

Leonard Krenek is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and possessing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor its advice, and emphasizes the use of Ameriprise-managed accounts within its investment approach.