Mark Seivert is a CFP® professional with 43 years of industry experience, currently serving at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves on the boards of Love Inc of Merced and the Merced Breakfast Lions foundation. Ameriprise is a large institutional firm offering a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm provides a comprehensive range of advisory, brokerage, and insurance solutions through affiliated companies, combining research-driven, algorithm-assisted recommendations with personalized financial advice.

Nai Saelee is a Series 66-registered financial advisor with Ameriprise in Merced, California, and has 11 years of industry experience. He has been with Ameriprise and its related entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by algorithmic tools and a centralized consulting team.

Jeremiah Duda is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 credential and has held positions at Ameriprise, Citigroup, and the Merced Union High School District. Ameriprise Financial Services is a large 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.