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 with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2026, Cryer worked at RBC Capital Markets for four years and Wells Fargo in various capacities from 2016 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Casi Dileva is a financial advisor with Ameriprise in El Segundo, CA, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Prior to joining Ameriprise in 2024, she worked at Wells Fargo Clearing Services and Nationwide Insurance, among other firms. She also has an ongoing role in independent insurance brokering, specializing in life and long-term care insurance products. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, tax-aware retirement income planning supported by a centralized service team.

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 in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior roles include positions at Kinecta Financial & Insurance Services, LPL Financial, LLC, and Wells Fargo affiliates. Ameriprise specializes in retirement-income planning for clients generally holding at least $1 million in investable assets, offering tailored, research-driven recommendations through a centralized consulting team and employing algorithmic tools to support its advisory process.

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.