Rory Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Lynn University and TransMedia Group. He also manages an advisory business through CSWMG Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sydney Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018 and previously worked in service-learning at West Chester University. Ronzano also manages an advisory business, CSWMG Inc., as part of her outside employment. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team, supported by algorithmic tools and oversight committees.

David Newman is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise and its affiliates since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a business ownership related to resource management and health insurance administration. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.