Anthony Sposato Jr. is a financial advisor with Ameriprise Financial Services in Bluffton, SC, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked at Ameriprise since 2011 and previously with Wells Fargo Clearing from 2003 to 2011. Outside of his advisory role, he manages an independent advisory business, CMA92LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning advice through a centralized service team collaborating with financial advisors.

Marida Bruggeman is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 designations. She has 20 years of industry experience, having previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. She is based in Bluffton, South Carolina. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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.