Sean Donnelly is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns a real estate business in Joshua Tree, California. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm provides written recommendation reports incorporating research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise-managed accounts.

Max Zimet is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase and Palomar College. Outside of Ameriprise, he is employed by SD Socal Group LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cheryl Lopez is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 credential and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she co-owns an LLC that manages the operations of her financial practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to create personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Keri Kirchner is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Ameriprise and its affiliate since 2016. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Keith Paglierani is a financial advisor with Ameriprise in La Mesa, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, Paglierani serves on the Board of Directors for Hope NH Inc., a nonprofit organization in Manchester, NH. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Peter Dold is a financial advisor with Ameriprise in Oceanside, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a practice expense management company and serves as president, treasurer, and secretary of a management company related to his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes the use of affiliated funds and managed accounts.