Shawn Sebert is a financial advisor with Ameriprise in Visalia, CA, holding a Series 63 designation and over 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary retirement income advice.

Kyle Vizzolini is a financial advisor with Ameriprise in Visalia, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Maxco for three years and Sundale Vineyards for two years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Donald Dejonge is a financial advisor with Ameriprise in Visalia, CA, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles with MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved in business ownership and client service support through Center Street Holdings. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chapman Dunn is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Dunn held roles in various organizations including Skyline Dairy, Tulare County Office of Education, and Voltage Multipliers Inc., alongside extensive full-time education from 2011 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data.

Nickolas Seifert is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior roles include positions at The Leaders Group Inc and Southport Capital. He serves on the Board of Directors for the Tulare County Estate Planning Council. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Garth Gipson is a Series 66-registered financial advisor with Ameriprise in Visalia, CA, and has 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Gipson is a managing partner at Center Street Holdings, where he provides leadership and strategic direction for the business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jacob Cordeniz is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to his advisory role, he was employed at GEA Farm Technologies for three years and has operated a personal business since 2004. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Manuel Mendonca is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Outside of advisory work, Mendonca is involved in independent insurance brokering with Genworth Life and Anthem Blue Cross. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.