Gregory Miseyko is a financial advisor with Ameriprise in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Bank of America and Merrill for over a decade each. Miseyko serves on the Board of Directors for Ligonier Ministries and participates annually as a judge in the American Fine Wine Competition. 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 deliver written recommendation reports through a centralized consulting team.

David Howell is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors Financial Network. Outside of his advisory role, he is involved in a business entity related to investment management, Lighthouse Key Financial Services, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm focuses on written recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Hector Garcia Aguilar is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Ameriprise in Boca Raton, FL, having previously worked at Oppenheimer & Co. Inc and Scotia Wealth Management. 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 annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Norman Robbins is a financial advisor with Ameriprise in Plantation, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and Summit Brokerage Services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Weiner is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Laura Rosenzweig is a financial advisor with Ameriprise in Sunrise, FL, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Raymond James & Associates. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial 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 within a centralized consulting team to deliver tailored, algorithm-assisted retirement planning.

Barbara Vargas is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is a co-owner of Smartbite Vending Services, LLC, a retail business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, customized recommendations delivered by a centralized consulting team.

Ross Weiner is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing and Eastern Consolidated before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing annual 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 operates as a large institutional provider offering advisory, brokerage, and insurance solutions.

Mark Zuckerman is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for over two decades at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. in Boca Raton, FL. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans through a centralized consulting team.

Candia Di Tonno is a financial advisor at Ameriprise with 32 years of industry experience. She holds a Series 63 designation and has previously worked at Oppenheimer and Morgan Stanley. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with personalized advice and emphasizes a range of advisory, brokerage, and insurance solutions.

Robert Neuman is a financial advisor at Ameriprise with 18 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining Ameriprise in 2024. Outside of his advisory role, he is co-owner of Shark Pool & Spa Inc, a pool cleaning business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning. The firm’s approach includes asset allocation and tax-aware withdrawal strategies, leveraging internal research and third-party data.

Lawrence Margolin is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Oppenheimer and has been with Ameriprise since 2019. Outside of his advisory work, he umpires Little League baseball games in Boca Raton. Ameriprise offers retirement-income planning services focused on individuals 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 affiliated entities.

Dylan Chappell is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at Oppenheimer for four years and has experience in education and hospitality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.