Sergio Del Puerto is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Kinecta Financial & Insurance Services, Bank of the West, and BancWest Investment Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients’ income and withdrawal strategies.

Taylor Cryer is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets and Wells Fargo in various capacities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement planning through a combination of proprietary research, third-party data, and algorithmic tools, focusing on income reliability and tax-aware strategies.

Casi Dileva is a financial advisor with Ameriprise in El Segundo, CA, holding Series 63, 65, and 66 licenses and has 29 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Nationwide Insurance, and U.S. Bancorp Advisors. Outside of advisory work, she is involved in independent insurance brokering with a focus on life and long-term care insurance products. 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 combines research, third-party data, and algorithmic tools to provide tailored recommendations.

Eric Schwartz is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kinecta Financial & Insurance Services LLC and LPL Financial for 15 years. Schwartz is also employed at Kinecta Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides tailored, research-driven recommendations that incorporate tax-efficient strategies and asset management through a centralized consulting team.

Daniel Lind is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Ameriprise in multiple periods since 2021 and spent four years at Wells Fargo Clearing and seven years at Unionbanc Investment Services. Lind serves as a neutral arbitrator for FINRA disputes and cases and is a member of the Board of Directors for the Financial Planning Association Silicon Valley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors. The firm uses proprietary research and algorithmic tools to provide recommendations within an investment universe influenced by its affiliated products and distribution arrangements.

Kyle Cryer is a financial advisor with Ameriprise Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Kinecta Financial & Insurance Services, LPL Financial, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sustainability and tax-aware withdrawal strategies.

Sean Patikas Hunter is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Kinecta Financial & Insurance Services for 22 years. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focusing on income sources and tax-aware withdrawal strategies.