Deborah Haydis is a financial advisor with Ameriprise in Fallbrook, CA, holding a Series 63 designation and 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer for a local youth baseball association. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement-income advice primarily for clients with significant investable assets managed within Ameriprise.

Glori Crumpley is a financial advisor with Ameriprise in Fallbrook, CA, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her career includes roles at Davies Financial Advisors, Gramercy Securities, and other firms. Outside of her advisory work, she owns Crumpley Consulting Services LLC and GC Consulting, which provide consulting, bookkeeping, and notary services. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team.