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Christal G
Series 63, Series 66
Florham Park, NJ
Ameriprise
Christal Generoso is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at Stifel Nicolaus for seven years and served at New Jersey City University for nine years. Since 2020, she has been with Ameriprise in Colonia, NJ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, supporting clients primarily within Ameriprise-managed accounts.
J. Ronald L
Series 63, Series 65
Florham Park, NJ
Ameriprise
J. Ronald Lynch Jr. is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2014 to 2022. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Manitou Homeowners Association in Wayne, New Jersey. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Michael M
Series 63, Series 65
Florham Park, NJ
Ameriprise
Michael Metzger is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures including indoor laser tag and hatchet throwing entertainment facilities in New Jersey. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.
Rakema W
Series 63, Series 66
Florham Park, NJ
Ameriprise
Rakema White is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for nine years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.
Anel K
Series 66
Florham Park, NJ
Ameriprise
Anel Kadiric is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Kadiric has worked in personal training and nutrition guidance through ownership of AK Nutrition and Training LLC and operates online retail activities selling trading cards and collectibles. Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals with significant net investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports.
Armando D
Series 63, Series 65
Florham Park, NJ
Ameriprise
Armando Dirienzo is a financial advisor with Ameriprise in Florham Park, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory work, he is a partner and co-owner of entertainment-related businesses, including a franchise called Stumpys Hatchet House and an entertainment venue in Fairfield, NJ. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations.
Paul S
Series 63, Series 65
Florham Park, NJ
Ameriprise
Paul Soranno is a financial advisor with Ameriprise in Kenvil, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Bridgehampton National Bank. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers its services through a centralized consulting team and integrates algorithmic tools alongside human review to tailor retirement income strategies.
Camillo M
Series 63, Series 65
Florham Park, NJ
Ameriprise
Camillo Matteucci is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.
Mark D
Series 63, Series 65
Florham Park, NJ
Ameriprise
Mark Dzamba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2009, working across its affiliated entities. His other business activities include fiduciary services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.
Scott C
Series 63, Series 65
Florham Park, NJ
Ameriprise
Scott Cirelli is a financial advisor with Ameriprise in Mount Arlington, NJ, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for nine years before joining Ameriprise in 2020. In addition to his advisory role, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning supported by a centralized consulting team.
Joseph T
Series 66
Florham Park, NJ
Ameriprise
Joseph Troy is a financial advisor with Ameriprise in Florham Park, NJ, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, utilizing a written Recommendation Report and ongoing advice to support dependable income and tax-aware withdrawal strategies.
Glenn K
Series 63, Series 65
Florham Park, NJ
Ameriprise
Glenn Krause is a financial advisor with Ameriprise in Flanders, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 2011, including time at Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its approach.
Chester M
CFP®, Series 63, Series 65
Florham Park, NJ
Ameriprise
Chester Makuch Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with Ameriprise since 2009. Prior to the current firm structure, he worked at Ameriprise Financial Services, Inc. He is also a co-owner of a retail business, Leonard's Kielbasi Market, in Wilkes-Barre, PA. Ameriprise provides specialized retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Elizabeth G
Series 66
Florham Park, NJ
Ameriprise
Elizabeth Grinkevich is a Series 66-credentialed financial advisor with Ameriprise in Hillsborough, NJ, and has 11 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Andrew M
Series 66
Florham Park, NJ
Ameriprise
Andrew Manganiello is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise Financial Services since 2016, including both the LLC and Inc. entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Richard A
Series 66
Florham Park, NJ
Ameriprise
Richard Avdoyan is a financial advisor at Ameriprise in Mendham, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and managed account strategies.
Anthony M
Series 63, Series 65
Florham Park, NJ
Ameriprise
Anthony Marino is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise Financial Services since 2016. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Jorge D
Series 66
Florham Park, NJ
Ameriprise
Jorge Da Silva is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill, Signator Investors, and Royal Alliance Associates. He has been with Ameriprise since 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate modeling, tax-efficiency analysis, and asset management strategies.
Bradley E
Series 66
Florham Park, NJ
Ameriprise
Bradley Eich is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, HSBC Securities, and Wells Fargo. Eich serves on a nonprofit board of directors outside his advisory role. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income and tax-aware withdrawal strategies for those nearing or in retirement.
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