Vikram Kohli is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Ian Mcintosh is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005 in various capacities. Outside of his advisory work, he is involved with Fieldday Solutions, a business providing software applications for technical support groups. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm delivers these services through a centralized consulting team working alongside financial advisors, supported by algorithmic tools and oversight committees.

Shiba Mehra is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, Mehra held roles at Rakuten and Wells Fargo and has experience as a self-employed professional. Outside of finance, Mehra has worked with the San Francisco Museum of Modern Art. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.