Charles Tanimura is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily focused on assets managed within Ameriprise accounts.

Charles Pirnia is a financial advisor with Ameriprise Financial Services, LLC based in Honolulu, HI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Ameriprise in various roles since 2016 and previously held positions at Cambridge Investment Research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on income sources and tax-aware withdrawal strategies.

John Ito is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ito owns a drone company, Sky Arc LLC, where he holds a remote pilot's license and flies drones for businesses. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations, supported by a centralized consulting team and automated tools overseen by a Retirement Income Oversight Committee.