Gregory Lamm is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns a tax preparation business, Gregory A Lamm, PC, based in San Antonio, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Chad Nichols is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Clarksons Platou Shipping Services USA. He serves as co-trustee and holds power of attorney roles for family members involving investment decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Joseph Howard is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Maique Insurance and Financial Services, Inc and Katie Lamb State Farm. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations incorporate proprietary research and third-party data, with enrollment criteria requiring a minimum level of investable assets.

Byoung Kang is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Ameriprise, he worked for Goose Creek CISD for 14 years. He is also employed at DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Thalia Savvidis is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, she is involved with DGW Worldwide, LLC as an independent advisor. Ameriprise provides a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team.

Tylan Shelby is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Ameriprise, Shelby held roles at W & S Brokerage Services, Western & Southern Life, and A-1 Tax & Financial Services. Before entering financial services, Shelby spent two years with the Los Angeles Chargers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary research.

Parker Mc Collum is a financial advisor with Ameriprise in Webster, TX, holding a Series 66 designation and one year of experience at the firm. Prior to joining Ameriprise, he spent four years at the University of Alabama and thirteen years in full-time education. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including asset allocation and tax-aware withdrawal strategies. The firm combines internal research with third-party data and algorithmic tools to provide non-discretionary, collaborative recommendations tailored to clients meeting specific asset criteria.

Conner Percle is a financial advisor at Ameriprise in Webster, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise in 2025, he held roles at William Paden Wiese and Northwestern Mutual in various capacities from 2022 to 2025. He is also employed with DGW Worldwide, LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Riley Hood is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Goosehead Insurance and Academy Sports and Outdoors. Outside of his advisory role, Hood is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Strawn is a financial advisor with Ameriprise in League City, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns and manages DGW Worldwide, LLC, an investment-related business. Ameriprise provides a retirement-income planning service tailored to individuals near or in retirement with significant investable assets, delivering structured, non-discretionary recommendations that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Paul Lindberg Jr. is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at State Farm VP Management Corp and insurance agencies. Lindberg also manages an advisory business, DGW Worldwide, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized consulting team that generates algorithm-assisted, customizable recommendations.

Britt Ester is a financial advisor with Ameriprise in Dickinson, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is employed at DGW Worldwide, LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.

Charles Bocock is a Series 66-licensed financial advisor with Ameriprise, based in Webster, TX, and has one year of industry experience. His background includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co, as well as seven years at H-E-B Grocery Company LP. Ameriprise Financial Services is a large, diversified advisory 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.