Gabriela Liang is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, delivering customized, algorithm-assisted recommendations reviewed by a specialized oversight team.

Vincent Mazzotta is a financial advisor with Ameriprise in Irvine, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Anastasia Khokholkova is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she has a real estate ownership interest unrelated to investment activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through a centralized consulting team that delivers customized, algorithm-supported retirement income recommendations.

Mark Stickney is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he serves as an associate financial advisor for an Ameriprise franchise owner under R&J Pacific Management LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.