Barry Hess is a financial advisor at Ameriprise with 44 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2011. Hess is based in Wyckoff, NJ. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Kaitlyn Kelly is a financial advisor with Ameriprise in Rockville Centre, NY, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Merrill and Ralph Lauren. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Peter Tuffy is a financial advisor with Ameriprise in Yonkers, NY, holding Series 63 and 65 licenses and bringing eight years of industry experience. He has been with Ameriprise since 2016 and also operates Tuffy & Associates, a business active since 2003. Outside of his advisory roles, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, combining automated algorithms with oversight from a dedicated retirement income consulting team.

Lenay Courtwright is a financial advisor with Ameriprise in Westwood, NJ, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she is employed as a sales person at a retail loft in Paramus Park Mall. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Mazzaferro is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. He is based in New York, NY. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its approach.

Joseph Candela is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 21 years. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has a business ownership interest in Staffcomp LLC. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jill Williams is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. She has been with Ameriprise since 2018, following prior roles at Mass Mutual Investors Services and Metropolitan Life Insurance Company. Williams serves on a pro bono committee, contributing her time outside of her advisory duties. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Munn is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2005. Outside of his advisory role, he is a co-owner of a real estate business, Vista MCW LLC, based in Hammond, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, leveraging algorithmic automation and a centralized consulting team to support its clients.

Daniel Buckley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Staten Island, NY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary advice as part of a broad range of advisory, brokerage, and insurance solutions.

Kevin Considine is a financial advisor with Ameriprise in Westwood, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2012. He also receives trail commissions from a small group disability insurance plan he originated with Unum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to create personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bruce Maier is a financial advisor with Ameriprise in Englewood, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at AXA Advisors, LLC for 10 years before joining Ameriprise Financial Services Inc and subsequently Ameriprise. Maier serves on the Board of Directors for the Solomon Schechter Day School of Bergen County and is involved in independent insurance brokering with United Healthcare/Oxford. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Albert Sidhom is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Ic Advisory Services Inc., The Investment Center Inc., Cetera Advisor Networks LLC, and running his own firm, Sidhom Investment and Asset Management. Outside of his advisory work, he owns a tax preparation business and serves as Treasurer on the Board of Directors for Bay View New York Bay Cemetery. Ameriprise offers a retirement-income planning service tailored to clients with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized, non-discretionary retirement advice primarily for individuals nearing or in retirement.

Michael Szalkiewicz is a financial advisor with Ameriprise in Rutherford, NJ, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Directors for the Rutherford Futbol Club. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Daniel Gordon is a financial advisor with Ameriprise in Mahwah, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing with the firm in its current form since 2020. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized consulting team that uses algorithmic automation overseen by dedicated committees.

Tuangporn Jackson is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. 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 claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sandra Smith is a financial advisor with Ameriprise in Redding, CT, holding CFP®, Series 63, Series 65, and Series 66 designations and has 37 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Anthony Sciuto is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Ameriprise since 2014. Outside of his advisory role, he is involved with CMA92 LLC, where he assists with administrative duties, client appointments, portfolio reviews, and financial planning research. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Larry Schwartz is a Series 63 licensed financial advisor with Ameriprise, based in Brooklyn, NY, and has 30 years of industry experience. His career includes prior roles at Cetera Advisor Networks and New Century Financial Group, LLC. Outside of financial advising, he co-owns and operates Schwartz Accounting, a tax preparation business. Ameriprise serves clients primarily through its retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized retirement recommendations.

Evan Dankner is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Dankner owns and manages Lexty Holdings LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Donas is a CFP® and ChFC® with 35 years of experience in the financial services industry. He has been with Ameriprise since 2015, currently serving as a financial advisor in North Caldwell, NJ. In addition to his advisory role, he owns Paul Donas, LLC, which focuses on health insurance and employee benefits. Ameriprise is a large institutional firm offering a retirement-income planning service for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.