Gregory Virant is a financial advisor with Ameriprise Financial Services in Irvine, CA, holding a Series 66 credential and seven years of industry experience. Prior to joining Ameriprise, he worked at Pepperdine University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Jerry Clements is a financial advisor with Ameriprise in Irvine, CA, holding a Series 63 designation and 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves on the Finance Council at Santiago de Compostela Catholic Church and volunteers with the church’s VITA program assisting low-income filers with tax data entry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to create tax-aware withdrawal strategies and income planning recommendations, delivered in collaboration with its advisors.

Mark Lammers is a financial advisor with Ameriprise in Irvine, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise since 2005, including six years at the current Ameriprise entity. 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 advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Brandon Cuervo is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise, he was involved with Elite Knights Baseball and held roles at Los Angeles Valley College and Granada Hills Charter High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Susan Steinberg is a financial advisor at Ameriprise with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Laguna Financial Advisors and Mass Mutual. Steinberg is based in Mission Viejo, CA. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.