Darryle Grimes is a Series 66-licensed financial advisor with nine years of industry experience, currently with Ameriprise in San Diego, CA. His prior experience includes six years at First Command Advisory Services and three decades with the US Air Force ROTC Detachment 075. He serves as Treasurer on the Board of Directors for the Military Officers Association of America, Miramar Chapter. Ameriprise provides retirement-income planning primarily for individuals nearing or in retirement who meet certain asset thresholds, utilizing a centralized consulting team that delivers written, non-discretionary recommendation reports combining research, modeling, and tax-efficiency analysis.

Benjamin Grad is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Ameriprise, he worked at First Command Advisory Services and First Command Financial Planning. He is also the owner of SFCS, Inc., a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, with a focus on assets held in Ameriprise-managed accounts.

Serene Burbidge is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and over one year of industry experience. She previously worked for First Command Financial Services for ten years before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendations and annual advice focused on dependable income sources and tax-aware withdrawal strategies.