ADVISOR BIO

Alexander Turner Thomas iv is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been in the industry since April 14, 2011. Alexander is registered with the state of Florida and Texas as an investment advisor representative. Prior to Ameriprise Financial Services, LLC, Alexander has been employed with FSC SECURITIES CORPORATION, MORGAN STANLEY and NATIONAL PLANNING CORPORATION.

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ADVISOR BIO

Catherine Cagle Harris is a financial advisor with Ameriprise Financial Services, LLC. Catherine has been working in the financial services industry since August 2004. Catherine is registered to provide investment advice in Florida and Texas, and is also registered with FINRA. Catherine is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Chad Noble is a financial advisor with Ameriprise Financial Services, LLC, located in The Villages, Florida. Chad has been in the financial services industry since 2004 and holds Series 7, 63, and 66 securities licenses. Chad is registered to provide investment advice in 49 states and the District of Columbia. Chad works with individuals, businesses, and trusts to provide a variety of financial planning services, including asset allocation, retirement planning, and estate planning. Chad's previous experience includes working for FSC Securities Corporation and Morgan Stanley.

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ADVISOR BIO

Dale Lawrence Cebert is a financial advisor with Ameriprise Financial Services, LLC, located in The Villages, FL. Dale has been in the financial services industry since 1998 and has a broad range of experience working with individuals, families, and businesses. Dale holds the Series 6, 7, 9, 10, 24, 26, and 63 securities licenses and is registered with FINRA, as well as the state of Florida, Texas and other states. Dale is also a Chartered Financial Consultant.

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ADVISOR BIO

David DeSantis is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry since November 2022. David is registered with the state of Florida and holds the Series 7, Series 66, and SIE licenses. David is also a member of the Board of Directors for three organizations. David is dedicated to providing personalized financial advice to help clients achieve their goals.

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ADVISOR BIO

John Schatz is a financial advisor with over 45 years of experience in the financial services industry. John is a registered representative of Commonwealth Financial Network and also owns the registered investment advisor firm, Schatz Financial. John holds a Series 7, Series 24, Series 63 and Series 65 securities licenses. John is a Certified Financial Planner. John is available to help individuals and families achieve their financial goals, and offers financial planning, portfolio management, and fixed insurance services.

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ADVISOR BIO

Jonathan Michael Leftwich is a financial advisor with Networth Asset Management, Inc. Jonathan has been in the financial industry since 2014 and has a background in the mortgage industry. Jonathan offers services like financial planning, pension consulting, and portfolio management for individuals. He is registered with the state of Florida and has also worked previously with Intercarolina Financial Services, Inc.. Jonathan is also a licensed agent for Florida Blue and provides sales and service for health insurance.

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ADVISOR BIO

Juanita Stephens is a financial advisor working with Ameriprise Financial Services, LLC. Juanita has been in the financial services industry since 1984. Juanita has a broad experience in providing financial advice to a wide range of clients, including high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts and estates. Juanita has experience in areas like financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Mark Dickerson is a financial advisor with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since 1996. Mark is registered with the state of Florida to provide both brokerage and investment advisory services. Mark specializes in investment management, financial planning, and asset allocation. Mark has also held previous positions with Morgan Stanley, Wells Fargo Advisors, LLC, and UBS PaineWebber Inc. Mark has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Mark is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Michael Reed Stephens is an investment advisor representative with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since February 23, 2015, and is registered with the state of Florida and Louisiana. Michael is also a registered investment advisor representative with the state of Florida and Louisiana. Michael is a licensed Series 66, 24, 10, 9, SIE, and 7 representative.

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