Melissa Kenshalo is a CFP® professional with 24 years of industry experience, currently advising at Ameriprise in Tustin, CA. Her prior roles include positions at Eagle Strategies, NYLife Securities, New York Life Insurance Company, Stifel Nicolaus & Co Inc, RBC Capital Markets, Bank of America, and Merrill. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendations and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Lacey Rivello is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked in personal training at F45 and had roles at Lululemon, Naturalena, and TruBru Organic Coffee. Outside of her advisory duties, she continues to work as a personal trainer for group fitness classes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

John Watson is a financial advisor with Ameriprise in Tustin, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Robert Half and spent time at Auburn University for both employment and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Samantha Briers is a financial advisor at Ameriprise in Tustin, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2022, she worked at Kingston University of London and Huntington Beach High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.