Brett Jennings is a financial advisor at Ameriprise in San Francisco, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Modern Woodmen of America and the University of California, Santa Barbara. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Polly Richardson is a financial advisor at Ameriprise in San Francisco, CA, holding a Series 66 designation with 19 years of industry experience. Her prior roles include positions at RBC Capital Markets Corporation and RBC Capital Markets LLC, as well as a brief tenure at Stableford Capital LLC. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored retirement income recommendations.

Clarence Row Jr. is a financial advisor with Ameriprise in San Francisco, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver customized, model-based recommendations that integrate tax efficiency and asset management strategies.