Barbara Moore is a financial advisor with Ameriprise in Stockton, CA, holding a Series 63 license and with 34 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1992 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, she serves as Treasurer of the San Joaquin Zoological Society and is a Director and Secretary on the Board of Directors for Rialto Bridge Office Park. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eduardo Zeiter is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering 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 its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Blair Hake is a financial advisor with Ameriprise in Stockton, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves on the Board of Directors for the California Delta Chambers and Visitors Bureau, is a trustee at Humphreys College, acts as treasurer for the Stockton Host Lions Club, and is president of Friends of Swenson. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Craig Massei is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, Massei is a freelance writer and reporter, contributing to the Associated Press as a Northern California correspondent and to American Sports Media. 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 annual advice focused on retirement income planning, employing a non-discretionary implementation approach supported by a centralized service team.