Laihingester Ng is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ng serves as treasurer on the boards of the Los Altos Rotary Aids Project and the San Jose Christian Alliance Church. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations delivered through a centralized consulting team.

Nathan Chan is a financial advisor with Ameriprise in Los Altos, CA, holding a Series 66 designation and five years of experience at the firm. His prior work includes positions at Aimmune Therapeutics and roles at San Jose State and Second Harvest Food Bank. 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 focused on stable income sources and tax-aware withdrawal strategies.

Barbara Madden is a financial advisor at Ameriprise in Mountain View, CA, holding a Series 66 designation with 24 years of industry experience. She has worked at Ameriprise since 2001, including her current role since 2020, and previously spent 13 years at Mission College. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-efficient withdrawal strategies, combining research, modeling, and advisory support through a centralized consulting team.