Fresno, CA 5200 N Palm Ave Office

Aaron Carrillo is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at Walmart Inc., Clovis Community College, and Sanger Unified School District. 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, combining investment research and algorithmic tools to deliver personalized recommendations for clients nearing or in retirement.

Jared Miller is a financial advisor at Ameriprise in Fresno, CA, holding a Series 66 designation with one year of industry experience. He has been involved with Jared Miller Training since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and utilizes algorithmic tools to support its recommendations.

Delree Brownfield is a financial advisor with Ameriprise in Fresno, CA, holding Series 65 and Series 66 credentials and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, offering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Trent Fox is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial LLC and several organizations in educational and community settings. Ameriprise Financial Services is a large 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.

Madison Nearn is a Series 66 licensed financial advisor with Ameriprise in Clovis, CA, and has two years of industry experience. Prior to joining Ameriprise, Madison worked at Southern New Hampshire University and Clovis Community College, as well as in retail at Trader Joe's and Clovis North High School. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets held in Ameriprise Managed Accounts.

Nicolas Allen is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, Allen serves on the Board of Directors for Fresno Pacific University. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with client advisors.

Taylor Howard is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Hedman Partners, Brouwer, DeJong & Associates, and The Master's University. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized advice, primarily for clients holding assets within Ameriprise-managed accounts.

Ian Gamboa is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2025, he worked at LPL Financial and Thiesen Dueker Financial Consulting Group. He has also been involved in several external activities, including roles at the United Conservatory of Music and Sequoia Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with tailored recommendations that incorporate investment research, third-party data, and algorithmic tools.

Joshua Ault is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018, including its affiliate Ameriprise Financial Services, and previously at Brouwer, DeJong & Associates and Starbucks. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Underdown is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 credential and two years of industry experience. His background includes roles at Equitable Advisors, LLC and Bitwise Capital, as well as experience in the food and beverage sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Justin Vartanian is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is involved in business ownership through Justin A. Vartanian, LLC, where he serves as president and owner/operator. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with substantial 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 typical for a large institutional firm.