John Dipietro is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Ameriprise since 2018 and previously at Ascend Financial Services and Minnesota Life. Outside of advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Peter Ardolino is a financial advisor at Ameriprise with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Century Securities Associates, Inc., Peter J Ardolino Insurance & Fin Serv Inc., and New York Life Insurance Co. Outside of advising, he is involved in tax preparation through his business, Preferred Services 4U, LLC. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.