Agustin Arroyo is a financial advisor at Ameriprise in San Mateo, CA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Charles Schwab & Co., Cetera Advisor Networks, and LPL Financial. Ameriprise Financial Services is a large 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 focused on dependable income sources and tax-aware withdrawal strategies.

Antoine Malouin is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation. He began his career at Ameriprise in 2023 after completing his studies at UC Irvine. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Shiting Yu is a CFP® designated financial advisor with three years of industry experience currently working at Ameriprise in San Mateo, CA. Prior to joining Ameriprise in 2026, Yu spent three years at RBC Capital Markets, LLC. 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.

Ryan Lee is a financial advisor with Ameriprise in San Ramon, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, utilizing a centralized consulting team to provide detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Selina Soo is a financial advisor with Ameriprise in Burlingame, CA, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as president on the board of directors for the Asian Women Resources Center. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shishun Kryskalla is a financial advisor at Ameriprise in San Mateo, CA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at The Blakeley Group, Morgan Stanley, UBS Financial Services, Mercer Global Advisors Inc., and Dragon Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Emmanuel Huereca is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003, with a brief tenure at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions offered by its affiliated companies.