David Light is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves as a trustee on the board of Katies House, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Hummer is a Series 66–licensed financial advisor with Ameriprise who has 24 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2021. He serves on the Board of Directors and Finance Committee of the Presbyterian Church in Morristown. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Rinaldo is a CFP® with 38 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 10 years with UBS Financial Services Inc. Outside of his advisory role, he owns and operates a catering business called BBQ BEAST LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lawrence Beshel is a financial advisor at Ameriprise with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also manages an advisory business through a sole proprietorship. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to support its retirement-income clients.

Edward Landau is a financial advisor with Ameriprise in Florham Park, NJ, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Landau operates his advisory practice through Edward Landau, LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, providing personalized, research-driven recommendations that integrate tax-efficient strategies and Social Security options. The firm combines algorithmic tools with advisor input to deliver tailored retirement income plans.