Fort Worth, TX 1612 Summit Ave Office

Jennifer Addison is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations in partnership with advisors like Addison. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Elledge is a financial advisor with Ameriprise in Weatherford, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he serves on the Board of Directors for the Lone Star Region of the Plymouth Owners Club. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-reviewed processes to deliver tailored retirement income strategies, primarily for clients holding assets in Ameriprise-managed accounts.

Jay Brown is a financial advisor with Ameriprise in Arlington, TX, holding CFP®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Chelsea Alexander is a financial advisor with Ameriprise in Aledo, TX, holding a Series 66 designation and 17 years of industry experience. She previously worked at Bank of America and Merrill before joining Ameriprise in 2019. Alexander serves on the Board of Directors at Texas Christian University. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Shanna Crunk is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns a retail business, Tru Moon LLC, and participates in mental health peer support activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and tax-aware withdrawal strategies, supported by a centralized service team and proprietary investment research.

Ryan Arrington is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as over a decade of service with the Fort Worth Independent School District. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies.

Fritzie Connally Jr. is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 registrations and has 40 years of industry experience. He has worked with Ameriprise since 2009, including its Financial Services, Inc. and LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides a written recommendation report and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Clinton Elledge is a financial advisor with Ameriprise in Fort Worth, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at TD Ameritrade and has a diverse background including roles in media and education. Outside of finance, he serves on the board of the Grapevine Chamber of Commerce Young Professionals and has acting credits with occasional royalties from Showtime, Amazon Studios, and voice work for VOXX Studios. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies and asset management, supported by a centralized consulting team delivering tailored recommendation reports.

Jeffrey Moore is a financial advisor with Ameriprise in Burleson, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in horse racing. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lawrence Terry is a financial advisor with Ameriprise in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Thomas Kennedy is a financial advisor with Ameriprise in Keller, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill and Bank of America before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Keith Karnes is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Fort Worth, TX. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eliazer Hernandez is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Tieg Bryan is a CFP® with 20 years of industry experience, currently affiliated with Ameriprise in Weatherford, TX. His career includes roles at Wells Fargo Clearing Services LLC and multiple Ameriprise entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering 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 support its clients and delivers these services through a centralized consulting team in partnership with financial advisors.