Eugene Enders Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. He is based in Fort Myers, FL. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment framework.

Donald Mcwaters is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor advice, primarily for clients with significant assets in Ameriprise-managed accounts.

Mark Sonntag is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. His prior roles include positions at National Securities Corporation and Gilman Ciocia, Inc. since 2009. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on income sources and tax-aware withdrawal strategies for those nearing or in retirement.

Terrence Porter is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at Merrill and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Dimaria is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. since 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, 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 within a centralized consulting team, and emphasizes the use of Ameriprise Managed Accounts in its advisory process.

Mark Geissinger is a CFP® and ChFC® with 26 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Fort Myers, FL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Carl Chaput is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, including prior experience at Robert W. Baird & Co. from 2014 to 2016. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to support advisors in delivering tailored retirement-income plans.

John Ginsbury is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years at Oppenheimer. Ameriprise Financial Services is a large, diversified 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.

Owen Geissinger is a financial advisor with Ameriprise in Fort Myers, FL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in various positions including at Red Robin and McGregor Veterinary Clinic. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Lawrence Crouse is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Bank of America, Merrill, and Ameriprise Financial Services. Based in Naples, FL, he has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, with a notable emphasis on assets held in Ameriprise-managed accounts.