Robert Roth is a financial advisor with Ameriprise in El Dorado Hills, CA, holding a Series 66 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Svatava Pearce is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and having 11 years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, LLC. Pearce serves on the board of directors for SIFEDH, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sustainability and tax-aware withdrawal strategies.