Norman, OK Merchant Dr Office

Melissa Raiford is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and four years of industry experience. She previously worked at Freedom Retirement Solutions, Inc. for three years before joining Ameriprise in 2020. Outside of her advisory role, she owns and manages a local café and participates in leadership and philanthropic activities with the Alpha Gamma Delta Norman Alumnae Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research with third-party tools to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

John Robinson is a Series 66 licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2017 and previously operated Robinson Rain Guttering for eleven years. In addition to his advisory role, he is associated with MEW Practice Management, LLC, supporting client meetings and related tasks. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Carson is a financial advisor with Ameriprise in Norman, Oklahoma, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he co-owns MEW Practice Management, a financial practice operations management company, where he serves as owner and Chief Financial Officer. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing comprehensive, written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Omar Rosales is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at various firms including MML Investors Services, MassMutual, and Pruco Securities. Outside of his advisory role, he is involved in independent insurance brokering and serves as an associate financial advisor with MEW Practice Management, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides detailed, ongoing retirement income planning and tax-aware withdrawal strategies.

Anthony Cruse Jr. is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Raymond James and Modern Woodmen and spent five years at the University of Oklahoma. In addition to his advisory role, he is involved with MEW Practice Management as a client service specialist. 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 income sources and tax-aware withdrawal strategies.

James Wilbanks is a financial advisor with Ameriprise in Goldsby, Oklahoma, holding a Series 66 credential and six years of industry experience. His career includes roles at Ameriprise Financial Services and the Mendocino County Employees Retirement Association. Outside of his advisory work, he owns Ultimate Consulting, LLC, and serves as Treasurer on the Board of Directors for the Tri-City Gun Club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by algorithmic automation and oversight.

Aiden Jones is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Tinker Federal Credit Union and Amazon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers tailored retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

John Carroll is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Carroll serves on the Board of Directors for the Oklahoma State Chapter of the National Association of Insurance and Financial Advisors and chairs its IFAPAC committee. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Mark Woody is a CFP® professional with 36 years of industry experience, currently advising clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Woody serves as an elder on the Board of Directors for the South Canadian Valley Church of Christ in Norman, OK, and is involved in managing a real estate business and a practice management company. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.