David Chavez is a financial advisor with Ameriprise in Garden Grove, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Union Bank of California and UnionBanc Investment Services, among other firms. Outside of his advisory role, he assists with grassroots fundraising and strategic outreach for the UCI Diabetes Center for Treatment & Research. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Teresa Tabel is a financial advisor with Ameriprise in Costa Mesa, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Union Bank and Comerica, where she also served as a Senior Fiduciary Strategist. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on providing written recommendations and ongoing advice for clients approaching or in retirement.