David Shackelford is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on clients nearing 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, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its recommendations.

Daniel Sanom is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rudgear Estates Swim Team and acts as Treasurer for a local soccer club's daughters’ team in Walnut Creek, CA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Rothschild is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for SRVLL. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathaniel Hurst is a financial advisor with Ameriprise in Walnut Creek, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations that incorporate tax efficiency and Social Security strategies. The firm combines algorithmic tools with advisory oversight to produce non-discretionary retirement plans, focusing on clients who maintain assets within Ameriprise-managed accounts.

Cameron Kossen is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Kossen serves on the Board of Directors for the University of Oregon Alumni Association in Northern California and acts as a Senior Advisor to the Board at the University of Oregon. He is also involved as an Education Coordinator with Business Network International in Walnut Creek, CA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver non-discretionary, research-driven retirement income recommendations.

Clarissa Dayoan is a Series 66-licensed financial advisor at Ameriprise with 13 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she provides life coaching focused on helping individuals overcome mental and emotional challenges related to loss and purpose. Ameriprise is an institutional firm offering retirement-income planning services targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Emil Peinert 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. Outside of his advisory role, he has general oversight of Baitshop Dives LLC, an eating and drinking establishment in Oakland, CA. Ameriprise provides retirement-income planning services focused on clients nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Morgan Hathaway is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. Prior to joining Ameriprise, Hathaway worked at UBS and has experience in tutoring through Grade Potential Tutoring, LLC. Hathaway's background also includes caregiving and roles in education and hospitality. 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, using proprietary research and algorithmic tools to provide tailored, non-discretionary recommendations.

Kurt King is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Walnut Creek, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he has reported involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency strategies to produce personalized recommendation reports delivered in partnership with advisors like King.

William Farber is a financial advisor at Ameriprise in Concord, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming 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.

Farshid Bahramipour is a financial advisor with Ameriprise in Moraga, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he is a partner in Nash Solutions, LLC, a software development firm specializing in marketing assistance. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Minor is a financial advisor with Ameriprise in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its related entities since 2010. Minor serves on the board of directors for COTAP, a nonprofit organization. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, with a focus on clients who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Krauth is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Krauth serves on the Board of Directors and the Hope Foundation Committee of Hope Lutheran Church. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jennifer Kwock Lau is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Festival Opera and is the East Bay Vice President for the UCLA Alumni Association San Francisco Bay Area Network. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies.

Scott Danilson is a financial advisor with Ameriprise in Danville, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, with a centralized consulting team supporting advisors like Danilson in delivering tailored recommendations.

Connor Gray is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, he owns and operates a shoe resale business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Karl Von Brockdorff is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis in its approach. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.