Christopher Olsen is a financial advisor with Ameriprise in Lodi, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Olsen serves on the Board of Directors for the Lodi Tokay Rotary Club, a community service organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Castillo is a financial advisor with Ameriprise in Lodi, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Castillo serves on the Board of Directors for the Lodi Community Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide tailored, non-discretionary recommendations through a centralized consulting team.

Karri Ehrhart is a financial advisor with Ameriprise in Lodi, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2018, Ehrhart worked at Holiday Inn Express from 2015 to 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Austin Bronson is a financial advisor with Ameriprise in Lodi, California, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with California Polytechnic Athletics and Vino Farms, as well as experience at Lodi High School and St. Peter's Lutheran. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet certain asset thresholds, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.