Matthew Nichols is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at MML Investors Services, MassMutual Life Insurance Co, and worked in education at Keiser University, Delta State University, Shelton State Community College, and Prattville High School. 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 recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eldred Barger is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Barger co-owns Seventeen Athletics LLC, a baseball training facility, and serves as president of the Seventeen Baseball Club. He is also a board member for Fabric of Hope and Westbrook W Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jonathan Foster is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and nine years of industry experience. He has worked with Ameriprise and Ameriprise Financial, Inc. since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tax-aware withdrawal strategies and dependable income planning.

Susan Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked in various roles including service on the Talladega County Commission and a long tenure at Gadsden Music Company. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement-income recommendations, primarily for clients with Ameriprise-managed accounts.

Cassi Martinez is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Huver is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2004. Outside of his advisory role, he coaches cross country and track runners at Northside High School in Northport, Alabama. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Bryan Parker is a financial advisor with Ameriprise in Indian Springs, AL, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is involved in tax preparation through his CPA firm, serves as treasurer on the board of Southeastern Leadership Training for Christ, and owns a commercial real estate business as well as a check-printing company. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ellis Windle is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Steven Hudson is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hudson serves on several nonprofit and community boards, including as President of the Alabama Golf Association and as a board member of FCA North Central Alabama. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.