Isabella Marvelli is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked in the produce and food distribution sectors at Charlie's Produce, Sysco, and FreshPoint. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendation reports in partnership with financial advisors.

Stephan Muccular Jr. is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AXA Advisors, M Holdings Securities, Gideon Strategic Partners, and Chick Fil-A. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Snelson is a financial advisor with Ameriprise in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Wells Fargo Investments, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of his advisory role, he is involved with Deepr, a music enhancement app. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

David Fishman is a financial advisor with Ameriprise Financial Services, LLC, based in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Prudential Equity Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and asset allocation recommendations.

Jacob Parker is a financial advisor with Ameriprise Financial Services LLC in Los Angeles, CA, holding Series 66, Series 65, and Series 63 designations. He has one year of experience with Ameriprise following ten years of self-employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and ongoing advice supported by proprietary investment research and algorithmic tools.

Brandon Bay is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and AXA Advisors, LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized retirement-income consulting team using a combination of research, modeling, and tax-efficiency analysis.

Xavier Ray is a CFP® professional with 36 years of industry experience, currently advising at Ameriprise in Los Angeles, CA. He previously spent 11 years with Independent Financial Group and has maintained a California insurance agent license since 2011. He is also the sole owner of a marketing DBA, Retirement Strategies & Investments, LLC. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Brian Baker is a financial advisor at Ameriprise with Series 66 credentials and recent industry entry. Prior to joining Ameriprise in 2025, he worked at At Media Productions and Graves Financial Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in partnership with client advisors.

Svetlana Vasilenko is a financial advisor with Ameriprise in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Northwestern Mutual and Fidelity Investments, as well as Charles Schwab. 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, which provides customized reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Kyle Laskie is a financial advisor with Ameriprise in Playa Vista, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.

Brett Dalton is a financial advisor with Ameriprise in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.