Daniel Mauldin is a financial advisor with Ameriprise in Chico, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones for two years and MSC Industrial Supply Company for twelve years. He serves on the Board of Directors for the North State Composite Mountain Bike Team. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Thomas is a financial advisor with Ameriprise in Chico, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Ameriprise in 2022, he worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2022. He serves on the board of the Boys and Girls Club of the North Valley. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset modeling. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.