Sakiko Kono is a financial advisor with Ameriprise in Richmond, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as president of the board of directors for Himawari-Kai and has participated in independent film acting and jazz singing as performing arts activities. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Troy Evans is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as the Medical Equipment and Winter Gear Coordinator and a Duty Officer for the Marin County Sheriff's Office Search and Rescue Unit, where he develops search plans and participates as a medic and rope technician rescuer. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Romines is a financial advisor with Ameriprise in San Rafael, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in fiduciary activities and serves as an executor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers 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.

Jill Williams Gilmore is a financial advisor with Ameriprise, holding a Series 63 designation and 41 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has commercial real estate ownership interests in the San Francisco Bay Area. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized, non-discretionary recommendations delivered through a centralized consulting team.

Philip Scarborough Jr. is a financial advisor with Ameriprise in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Cirrus Research LLC and Citibank before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Danian Peo is a financial advisor with Ameriprise in San Francisco, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Peo serves as Treasurer and a board member of Foodwise, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Gilmore is a financial advisor at Ameriprise in San Rafael, CA, holding Series 65 and Series 63 designations with nine years of industry experience. He has worked at Janus Henderson in various roles from 2016 to 2024 before joining Ameriprise in 2024. 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 focusing on income sources and tax-aware withdrawal strategies.