Christopher Laubach is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as a director and treasurer on a nonprofit board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Kevin Tolan is a financial advisor with Ameriprise in La Verne, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is the owner of Trinity Family Ventures, Inc., a business unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement, with a focus on clients who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Laubach is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He previously worked at American Marine Corporation and served as a captain operating company vessels for Harbor Breeze Cruises. Laubach is based in Glendora, CA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.