Ali Navid is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior roles include positions at Wells Fargo and Unionbanc Investment Services. Outside of his advisory work, he maintains ownership of a rental property in Thousand Oaks, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gregory Elia is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for 16 years and Kinecta Financial & Insurance Services, where he also serves as a Financial and Operations Principal. 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 and tax-aware withdrawal strategies.

Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.