Gregory Petraco is a financial advisor with Ameriprise in Setauket, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Akretep Inc. and Waterview Restaurant and Caterers, and worked at Miami University from 2016 to 2020. He is also employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Forrest Barr is a financial advisor with Ameriprise in Largo, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he held roles at multiple firms including U S Employees Benefits Service Group, Retirement Planning Associates, and Bencor. He also serves as a servicing agent for a prior insurance policy outside of his advisory work. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Mazo is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 credential and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as president of Richard Mazo & Company, Inc., a consulting business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Samantha Long is a financial advisor with Ameriprise in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations delivered through a centralized consulting team.

Benjamin Dollard is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Humane Society of Midland County. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Gurley is a financial advisor with Ameriprise in Fairfax, VA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles with the Wolf Trap Foundation for the Performing Arts and the University of Virginia. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

Paul Trause is a ChFC® credentialed financial advisor with Ameriprise in Garden City, NY, with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Trause serves on the board of directors for the Ronald McDonald House of Long Island and maintains a website that features local restaurant reviews. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Erin Sullivan is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Her career includes roles at Ameriprise since 2019 and prior experience in banking and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Roger Esquibel is a financial advisor with Ameriprise in Pueblo, Colorado, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2022. Outside of his advisory role, he owns a consulting business called RE Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning with customized recommendation reports and ongoing advice based on proprietary research and algorithmic tools.

Jennifer Chun is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She spent 20 years at Royal Alliance Associates, Inc. before joining Ameriprise in 2025. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, offering tailored 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 non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise.

Shannon Lutze is a Series 63-licensed financial advisor with Ameriprise in Sussex, WI, and has 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patricia Murphy is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at RBC Capital Markets and Northwestern Mutual Wealth Management Company. She has been with Ameriprise since 2019. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephanie Kilb is a financial advisor with Ameriprise in Vestal, NY, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2011. 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 written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Marshall Doughty is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his role at Ameriprise, he manages his own advisory business through Cirksena, Knight, Jacobson, Sieps and Kresse LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lynda Martinsen is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Axa Advisors, LLC for 15 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

Steven Sterchele is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and continues to serve clients through the firm. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions through its affiliated companies.

Callie Lucich is a financial advisor with Ameriprise in Poland, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at BNY Mellon for four years. She is also an associate financial advisor with Integrated Professional Partners, LLC, where she manages an advisory business. 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 provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Colin Bonnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing comprehensive wealth management services that begin with understanding each client's financial goals and personal circumstances. His expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Colin holds a Bachelor's Degree from Illinois Wesleyan University, where he studied Economics and played basketball. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is also a Personal Investment Advisor (PIA). He is active in professional and community organizations, including The Andrew Weishar Foundation and Big Brother Big Sister. In addition to his professional pursuits, Colin maintains involvement in basketball communities and enjoys personal interests such as cooking, football, golfing, reading, spending time with his family, and yoga.

Alan Shannon Breslin is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2015. He is based in Allentown, PA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Breslin is a member of the Finance Committee on the Board of Directors for the Cathedral of St Catharine of Siena and owns a tax preparation business. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Stephen Duval is a financial advisor with Ameriprise in Northampton, MA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duval owns Newton College LLC, which holds commercial real estate used for his practice, and is involved in operations and office maintenance through SRD Operations, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.