Lucas Giordano is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for ten years before joining Ameriprise Financial Advisors Inc. and transitioning to Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns several business ventures related to property and office management. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted retirement recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

David Pinto is a financial advisor at Ameriprise with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Ameriprise in 2018, he spent 15 years with Farmers Insurance Group and Farmers Financial Solutions. Pinto serves on the Board of Directors for NAMI Yolo County and participates in local business networking activities. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Katharine Wilmot is a financial advisor with Ameriprise in Woodland, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise since 2018 and previously worked at LPL Financial for 20 years. Wilmot serves on the boards of a nonprofit focused on sustainable agriculture and a regional library foundation, and she is an adult leader for a local 4H club. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.