Jeffrey Cordova is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Ameriprise since 2016. Outside of his advisory work, he serves as President on the Board of Directors for Valley Circle Estates HOA in Sherman Oaks, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Patricia Adrian is a financial advisor with Ameriprise in Thousand Oaks, CA, holding the ChFC® designation and Series 66 license, with 26 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic automation overseen by a Retirement Income Oversight Committee to deliver tailored planning, primarily for clients maintaining a significant portion of assets in Ameriprise Managed Accounts.

Vanessa Serrato is a financial advisor with Ameriprise in Oxnard, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She worked at Merrill from 2015 to 2017 before joining Ameriprise Financial Services, Inc., where she served from 2017 to 2020, and has been with Ameriprise since 2020. Serrato serves on the Board of Directors for The Coalition for Family Harmony and is also a notary. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, 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 to support these plans and offers a broad range of advisory, brokerage, and insurance solutions.

Alexander Franklin is a financial advisor with Ameriprise in West Hills, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of advising, he is a 50% owner of a retail franchise business, The UPS Store #2906, in Calabasas, CA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm serves clients through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Matthew Williams is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years at Edward Jones. He is based in Westlake Village, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, primarily for clients with Ameriprise-managed accounts.

Robert Kay is a CFP®-certified financial advisor with Ameriprise in Simi Valley, CA, bringing 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

David Feuerhelm is a financial advisor at Ameriprise in Northridge, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Feuerhelm has interests in farm property ownership across Iowa, North Dakota, and South Dakota. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Natalie Schaper is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools within a defined investment framework.

Jason Sands is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Chairman on the Board of Directors for The Park Players, a community organization in Newbury Park, CA. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Williams is a financial advisor with Ameriprise in Ventura, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 13 years before joining Ameriprise in 2022. Williams serves on the Board of Directors for Sacred Heart Catholic Church. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Nicholas Nino is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, he has involvement in real estate ownership and business ownership through SM 18 LLC. 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-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to deliver tailored retirement income recommendations.

Thomas Moccia is a financial advisor with Ameriprise in Simi Valley, CA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies, supported by a centralized consulting team.

Julie Lin is a financial advisor with Ameriprise in Somis, California, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, Lin serves as Secretary on the Board of Directors for Jen Chen Buddhism, a nonprofit organization. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kyle Reed is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. 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, providing written Recommendation Reports and annual advice based on research, third-party data, and algorithmic tools.

David Racusin is a financial advisor with Ameriprise in Agoura Hills, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Denny Speidel is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. 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 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.

Jeffrey Krinsky is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022, following six years at Wells Fargo Clearing and another six years at Wells Fargo Advisors LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.