Sun Tung Van is a CFP® professional with nine years of industry experience, currently advising at Ameriprise since 2020. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, JP Morgan Securities, and JP Morgan Chase Bank. He is also an Enrolled Agent since 2022, although he does not engage in tax preparation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Peter Kokos is a financial advisor with Ameriprise in Glendale, CA, holding a Series 63 designation and over 26 years of industry experience. He was previously with American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data.

Adrian Nunez is a financial advisor at Ameriprise with two years of industry experience. He previously worked at KPMG LLP and EY LLP, where he spent 16 years combined. Outside of his advisory role, Nunez is employed by Insperity PEO Services L.P., a provider used by franchise advisors for employment compensation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Irena Ngo is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at CBRE and Team ABC, LLC. Ngo is also employed by Insperity PEO Services L.P., which provides employment compensation services for franchise advisors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Robert Miller is a CFP® with nine years of industry experience and is currently an advisor at Ameriprise in Glendale, CA. He previously worked at Merrill and Bank of America, N.A., among other firms. Miller is also employed outside the industry at Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to deliver customized recommendations.

Sukhjinder Thind is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Glendale, CA. He has been with Ameriprise since 2016. Outside of his advisory role, he holds a real estate license and is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Alberto Alvarez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Glendale, CA. He has been with Ameriprise and its related entities since 2005. Alvarez serves on the board of the Los Angeles Mission College Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Gina Chamberlain is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at AXA Advisors, Bank of America, and Merrill. Outside of her advisory work, she serves on the Board of Directors and as Marketing Chairman for the Shakespeare Club of Pasadena. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with assets managed within Ameriprise.

Pablo Avina is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. He is also a partner and franchise advisor at RGAA, LLC, a business that supports his practice operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Ta is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked with Ameriprise Financial Services, Inc. for 10 years. Outside of his advisory role, he is a co-owner of RGAA, LLC, which supports his practice operations, and he also works as an advisor for Insperity PEO Services, LP. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets and offers a range of advisory, brokerage, and insurance solutions through its affiliated entities. The firm employs a centralized consulting team that delivers detailed, algorithm-supported retirement income recommendations tailored to clients’ needs.

Anthony Akhverdyan is a financial advisor with Ameriprise in Glendale, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at California State University, Northridge, and Berolina Bakery. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Hagop Malatian is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliates since 2014. Outside of his advisory role, he is employed by Insperity PEO Services, which supports employment compensation for franchise advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through detailed recommendation reports and focuses on dependable income sources and tax-aware withdrawal strategies.

Manuel Padilla is a financial advisor at Ameriprise Financial Services with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Costco Wholesale for nine years. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gail Reid is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Reid is also involved in independent insurance brokering and is a partner and franchise advisor at RGAA, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research and modeling tools with tax-efficient strategies and requiring a meaningful portion of assets to be held in Ameriprise Managed Accounts. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shant Topalian is a financial advisor with Ameriprise in Glendale, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at U.S. Bank and Currency Exchange International. Outside of his advisory role, he provides freelance photography services. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.