Quinn Devlin is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Ameriprise, he was with Sellside Group LLC and has a background that includes four years at William & Mary and thirteen years with Livingston Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, featuring a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Gary Pottinger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2016 to 2023 before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and ongoing advice. The firm’s approach includes comprehensive planning tools, restrictive enrollment criteria, and investment recommendations shaped by its affiliated product ecosystem.

Michelle Russotto is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and 30 years of industry experience. Her previous work includes ten years at Merrill and an additional five years at Ameriprise Financial Services, Inc. She is also engaged as an Associate Financial Advisor with PCA Management Corp, providing client support. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Frank Jaffe is a CFP® with 37 years of industry experience, currently serving at Ameriprise Financial Services since 2016. He holds the Series 63 designation and is based in Fairfield, NJ. Outside of his advisory role, he serves as Treasurer and Trustee on the Board of Directors for Congregation Ahavas Israel. 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 written recommendations and ongoing planning for clients approaching or in retirement.

James Kahrar is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. He serves on the Board of Directors and Breakfast Committee at a local organization and works as an investment specialist managing portfolios for PCA Management Corp. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset thresholds, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Frank Gonnella is a Series 66-licensed advisor with Ameriprise in Randolph, NJ, having 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors for the Orange/West Orange Chapter of UNICO National and is a board member of the Alberto Institute for Italian Studies. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

Anthony Pio Costa IV is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2007, initially with Ameriprise Financial Services, Inc., and continuing through the current firm structure since 2020. Outside of his advisory role, he is involved in managing several family real estate and business entities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research and modeling with advisory support, primarily focusing on Ameriprise-managed accounts and utilizing algorithmic tools overseen by dedicated committees.

Nikolas Butkov is a financial advisor with Ameriprise in West Orange, NJ, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of advisory work, he is involved in independent insurance brokering specializing in universal life insurance. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to generate written recommendation reports, focusing on clients with Ameriprise-managed accounts and utilizing algorithmic tools overseen by a dedicated team.

Kevin Scott is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following a four-year tenure at Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Daniel Vidovich is a financial advisor with Ameriprise in Fairfield, NJ, holding Series 63 and Series 65 licenses and offering 36 years of industry experience. His prior work includes positions at RBC Capital Markets LLC and City National Bank. Outside of advisory services, he is involved in seasonal rental property management through MarkD LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning using a combination of investment research, third-party data, and algorithmic tools.