Robert Mcdonald Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erica East is a financial advisor with Merrill in Houston, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Charles Bocock is a financial advisor at Ameriprise in Webster, TX. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory career, he worked for H-E-B Grocery Company LP for seven years. 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 planning advice focused on income sources and tax-aware withdrawal strategies.