Jeffrey Shealy is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves on the Board of Directors for The Dottie Shealy Ministry Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations, primarily for clients with substantial investable assets.

Brett Moyer is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer for both Building Youth Leadership, Inc. and The High Point Police Foundation, and is a civil service commissioner for the City of Winston-Salem. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing 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 customized, non-discretionary retirement income advice.

Danny Pigge is a financial advisor with Ameriprise in Kernersville, NC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joel Ayers is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for family-held entities involved in royalty management and real estate. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering detailed reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marty Mitchell is a financial advisor with Ameriprise in Walnut Cove, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at IFG Advisory, LLC and LPL Financial, LLC. Outside of his advisory work, Mitchell serves on the board of East Coast Outreach Ministry and is president of Ocean Place Villas in North Myrtle Beach, SC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of its large institutional category.

Roma Hall is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at Janney Montgomery Scott and Ameriprise Financial Services, Inc. Ameriprise Financial Services is a large 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 focused on dependable income and tax-aware withdrawal strategies.

Freda Evans is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Merrill from 2009 to 2018 before joining Ameriprise Financial Services Inc., where she has been since 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning advice and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized service teams and financial advisors, with recommendations based on proprietary research and third-party data.

Samuel Etheredge is a financial advisor with Ameriprise in Jamestown, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent five years at Clemson University and five years at High Point Central High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brad Clasby is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Ameriprise since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Max Barnhardt III is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Barnhardt is a co-owner of Sea Oats LMR, LLC and serves on the board of directors for LWS in Winston Salem, NC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research-driven modeling and tax-efficiency analysis in its approach, while offering a broad range of advisory, brokerage, and insurance solutions.

Randy Walker is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.