Roman Quisol III is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Based in Santa Maria, CA, he provides financial advisory services through a large institutional firm. Ameriprise offers a retirement-income planning service aimed at individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports that support retirement income planning.

Nolberto Chavez is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America Private Bank for 10 years before joining Ameriprise in 2018. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers 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.