Randall Perkins is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as CEO of J&R Operations, LLC, a business focused on managing office and operational expenses. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alex Varkatzas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Adelphi University. Outside of finance, he serves as an associate trainer for youth soccer teams with Royal Sporting Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

John Burke is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, Professional Risk Planners, and Robert C. Bill Associates. Since 2022, he has been with Ameriprise in East Meadow, NY. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach includes written Recommendation Reports, combining research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

James Newkirk Jr. is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. He holds a Series 63 designation. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis in a structured, algorithm-supported process.

John Morrisey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience with American Merchant Officers and Core Group Resources. Outside of his advisory role, he works as a caddy at Cold Spring Country Club on weekends. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Jonathan London is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Beyond his advisory role, he serves as Co-Chair on the Board of Directors for Gotham NextLevel. Ameriprise is a large institutional firm offering a retirement-income planning service tailored to clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.