Sally Laughlin is a financial advisor at Ameriprise with nine years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, she worked at Edward Jones for seven years and was involved with Ewomen Network and Women Wealth Mastery. Outside of her advisory role, she owns Laughlin Designs and has authored a financial confidence-building book for women titled "Finding Your Treasure--A Woman's Guide to Money." Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Larry Au is a financial advisor with Ameriprise in Auburn, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 17 years before joining Ameriprise. He serves on the advisory board of the Salvation Army. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tara Cavrikas is a financial advisor with Ameriprise, holding a Series 63 designation and 14 years of industry experience. She has held prior roles at Royal Alliance and LPL Financial before joining Ameriprise in 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.