Amanda Tabachnick is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 2018 and previously with PRUCO Securities, LLC and The Prudential Insurance Company of America from 2004 to 2018. Outside of her advisory role, she manages her own financial planning business and is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals 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 in a largely automated process overseen by specialized teams, while also providing a broad range of advisory, brokerage, and insurance solutions.

Jonathan Di Rico is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Ameriprise since 2018 and previously spent 12 years with Prudential Insurance Company of America and PRUCO Securities, LLC. Di Rico is also the owner of Azzurri LLC, a business unrelated to investments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice supported by algorithmic automation and oversight.