George Bockmeyer is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Northwestern Mutual, and JP Morgan Chase. Outside of his advisory work, he prepares tax returns as an enrolled agent for South Florida Tax Solutions, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through a centralized service team working with advisors.

Guy Regalado is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2013 and also owns GDR Partners Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed, model-based recommendations and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Osterberger is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2020. Outside of his advisory role, he is the managing partner and owner of Kosty Resource Management, a non-investment-related business. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes detailed recommendation reports and a combination of research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kristen Hernandez is a CFP® and holds a Series 66 license with Ameriprise in Coral Springs, FL. She has 15 years of industry experience, including over a decade with Ameriprise Financial Services, Inc. prior to her current role at Ameriprise. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers tailored, non-discretionary recommendations using a combination of research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Seth Bassoff is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advisory work, he serves on the Board of Directors for the Boca Raton Synagogue as Security Chairman and Board Liaison. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm delivers personalized, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions.

Preston Dougherty is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior experience at Commonwealth Financial Network and various roles outside the financial sector, including positions at Salem State University and Amazon. Ameriprise serves primarily clients approaching or in retirement who meet specific asset criteria, offering retirement-income planning that includes written Recommendation Reports based on detailed analysis and modeling. The firm combines research and algorithmic tools to provide non-discretionary, tax-efficient retirement strategies, with a focus on assets managed within Ameriprise accounts.

Michael Kane is a financial advisor with Ameriprise in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, as well as ownership of MW Kane Holding, LLC. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eric Peterson is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at The Hotaling Group and Northwestern Mutual in both investment services and life insurance roles. 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.

Yona Klein is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2025, Klein worked at Innovation Partners LLC, Northern Lights Distributors LLC, Mount Yale Investment Advisors LLC, Princeton Fund Advisors LLC, and Lincoln Financial Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Gwen Smith is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 63 designation and 45 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Pine Tree Country Club Estates and is active as a freelance musician. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored, research-based recommendations supported by algorithmic tools and a centralized consulting team.

Heather Nidetch is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior roles include positions at LPL Enterprise, Prudential, Fidelity Investments, MassMutual, and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with client advisors.

Jefferson Ledbetter is a financial advisor with Ameriprise in Coral Springs, FL, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1990. Outside of his advisory role, he serves as an independent contractor managing team operations and providing coaching and leadership services for SRA Partners, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.