Shane Makary is a financial advisor with Ameriprise in Wichita Falls, TX, holding Series 63 and Series 65 credentials and five years of industry experience. He previously served in the U.S. Marine Corps from 2005 to 2021. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, written recommendations. The firm’s approach includes algorithmic automation and oversight committees to support its retirement-income consulting team.

Laura Breidenbach is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Bank of America. Outside of her advisory role, she is co-owner of Bread Box Builds, a retail business in Wichita Falls, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that cover 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, primarily for clients with significant investable assets and Ameriprise-managed accounts.

Steven Robinson is a financial advisor with Ameriprise in Wichita Falls, TX, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Cetera Advisor Networks and VOYA Financial Advisors. Outside of his advisory role, Robinson is an attorney and operates a legal practice through Steven R. Robinson Attorney at Law, PLLC, and he co-owns a storage business, Big Parking Spot. He also serves as secretary on the board of Cotton Electric Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cody Moody is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has worked at Ameriprise since 2023 and previously spent 10 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Moody serves as Vice Chair on the Board of Elders for Our Redeemer Lutheran Church in Wichita Falls, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.