Marcella Jennifer is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Her work history includes positions at Ameriprise and several educational institutions, including UCLA and the University of California, Berkeley. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Pollak is a financial advisor with Ameriprise in Orinda, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Pollak serves on the Boards of Directors for the Sleepy Hollow Parents Club and Friends of Ruwenzori, dedicating several hours monthly to these community organizations. 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 deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Diego Andres Clavijo Arnez is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Grand Sierra Resort and Casino, Jackson's Hardware, and Banana Republic. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax efficiency analysis in its advisory approach and maintains a centralized team to deliver these services.

Nancy Laroco is a Series 66-licensed financial advisor with Ameriprise in Martinez, California, and has 11 years of industry experience. She has been with Ameriprise since 2012, including her current role since 2020, and previously worked at Luu Enterprises from 2015 to 2017. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Scott Pollak is a financial advisor with Ameriprise in Orinda, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.