Nicholas Khoudari is a financial advisor with Ameriprise in Mission Viejo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including roles at Ameriprise Financial Services, Inc., before continuing with the firm following its organizational changes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools to deliver tailored, tax-aware retirement strategies within a structured investment framework.

Matthew Molnar is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2020 and previously held roles at Ameriprise Financial Services, Inc., Principal Securities, and Principal Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.