Pamela Matthews is a financial advisor at Ameriprise in Los Gatos, CA, holding Series 63 and Series 65 designations with 35 years of industry experience. She has been with Ameriprise and its affiliated entity since 2009. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, delivering detailed written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to support its advisory services.

Eric Stryker is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Stephanie Atalla is a financial advisor with Ameriprise in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Ameriprise since 2018 and previously spent 16 years at Foresters Financial. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Luiz Carlos Macedo is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining algorithmic automation and research-driven methods to provide tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Robert Adams Jr. is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and over 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of advising, he is a co-founder of Project Transcend, a software-as-a-service social media platform focused on privacy and authentic storytelling. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Daniel Martin is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Farkouh is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Thuy Le is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves as a trustee on the Board of Directors for the American Beethoven Society and San Jose State University. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, written recommendation reports through a centralized consulting team.

Dan Chang is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual written recommendations through a centralized consulting team, primarily focusing on assets managed within Ameriprise.

Michael Adiutori is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with companies including Blue Shield of California, Guardian, and Midland National. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Malyssa Schielke is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2019, previously working at Foresters Financial Services. Outside of her advisory role, she provides in-home support services as a care provider for an individual with multiple sclerosis. 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 includes written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Heather Wood is a financial advisor at Ameriprise in Santa Clara, CA, with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ophelia Swen is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation. She has previously worked at LPL Financial LLC, Cairn Wealth Advisors, KeyCon, HRC Fertility, and Corinthian Parking Services, with a total of several years of diverse experience. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phuong Pham is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. Pham has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Chi Kim is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Chia Ling Cherene Wong is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Ameriprise since 2016. Wong serves on the board of directors for Bartlett Educational Resources, a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Deborah Mckellar is a financial advisor at Ameriprise with 42 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009 and holds Series 63 and Series 65 licenses. In addition to her advisory work, she has been involved in independent insurance brokering, including fixed annuity products with several providers. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Phil Nguyen is a financial advisor with Ameriprise in San Jose, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Nf Wealth Management, Inc. Outside of advising, he is involved in real estate ownership, including multi-family properties in Sacramento. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written, non-discretionary recommendations based on research and modeling. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools supported by oversight committees to generate tailored retirement income plans.

Richard Bologna is a financial advisor at Ameriprise in San Ramon, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Foresters Financial and Foresters Advisory Services LLC before joining Ameriprise in 2017. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, primarily for clients with assets held in Ameriprise-managed accounts.

Michael Tong is a financial advisor with Ameriprise in Santa Clara, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, HSBC Securities, HSBC Bank USA, and Axa Advisors. Outside of his advisory work, he has involvement in multi-family real estate ownership. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Humberto Mendivil Jr. is a financial advisor at Ameriprise with one year of industry experience. He previously worked at RBC Capital Markets, LLC for three years and has a background that includes roles at California State University Monterey Bay and Cypress Coast Physical Therapy. He holds the Series 66 designation and is based in San Jose, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

Chia An Wang is a financial advisor at Ameriprise with two years of industry experience. Wang holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and several other firms. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Davin Lundgren is a financial advisor with Ameriprise in Danville, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate recommendations, with an emphasis on assets held in Ameriprise-managed accounts.

Sarah Clish is a CFP®-certified financial advisor with Ameriprise in San Jose, CA, and has 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the Mission Valley Chorus and the Rotary Club of San Jose and teaches water aerobics at the Central YMCA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.