Julia Sheridan is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Ameriprise since 2010 and three years at LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Steven Adelson is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 credential and 20 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory work, he participates in professional pickleball tournaments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

James Lombardo Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves on the Board of Directors for the Buffalo State Foundation, participates on its Finance Committee, holds a position on his homeowners association board, manages a donor-advised charitable foundation, and is authoring a non-fiction book on wealth and personal meaning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Eric Kelman is a CFP® and ChFC® affiliated with Ameriprise in Conshohocken, PA, with 29 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Kelman is also a partner in Kelman and Magliari Realty LLC and owns a management company that handles administrative expenses for his financial planning practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Michael Cormier is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise in various capacities since 2011, with additional experience at Morgan Stanley, Robin Powered, and Chef Dazzer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Mario Cantor Sanchez is a financial advisor at Ameriprise with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career has been primarily with Ameriprise and its affiliates since 2014. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Colton Valchuis is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Jackson Hewitt Tax Services and Simon Gray Realty LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.