Paul Donato is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he manages a commercial real estate office used to support his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.