Darin Mc Leish is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, Inc. and Comerica Securities, Inc. He is based in Fountain Valley, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Lee is a financial advisor with Ameriprise in Brea, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Partners Federal Credit Union and LPL Financial, LLC for nine years each. He is also involved in independent insurance brokering with SBLI USA Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.