Joseph Mcalinden is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, he worked at Catalpa Capital Advisors LLC for seven years and is a co-owner of Prosparency LLC, a software company that validates market data users. Ameriprise offers a retirement-income planning service focused on individuals approaching 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.

Paul Trause is a ChFC® credentialed financial advisor with Ameriprise in Garden City, NY, with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Trause serves on the board of directors for the Ronald McDonald House of Long Island and maintains a website that features local restaurant reviews. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Russell Mcmanus is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

William Considine is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 66 licenses and having four years of industry experience. He has been with Ameriprise and its affiliates since 2008. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized team and integrates algorithmic automation with oversight to generate tailored retirement income strategies.

Nicholas Caiafa is a financial advisor with Ameriprise in Garden City, NY. He holds a Series 66 designation and has been in the industry since 2022. Prior to joining Ameriprise, he worked at Axiom Markets, LLC from 2010 to 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Steven Miller is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Miller also has an ownership interest in a non-investment-related business entity, SJM FM LLC. 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 recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Peter Barone Sr. is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Crandall is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Reef Road Capital, LLC and Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily for clients maintaining assets in Ameriprise-managed accounts.

Edward O'Connell is a financial advisor at Ameriprise with 31 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. 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.

Michael Laliberte is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2011. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aron Mestel is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC from 2016 to 2020 before joining Ameriprise in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Sheerin is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Cantor Fitzgerald & Co. and Seaport Global Holdings LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and Social Security claiming options.

Robert Sutton is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools overseen by a dedicated consulting team to support these recommendations.

Ryan Sakowich is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and Guardian Life Insurance Company. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Alyssa Fiscella is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2023. Outside of her advisory role, she is a Kid's Academy Instructor at Life Time Inc., where she plans and teaches activities for children aged 3 to 11. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Lauren Aylmer is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously worked at Park Avenue Securities LLC, Guardian Life Insurance Company, and Certified Financial Services. Outside of her advisory role, she serves as an assistant swim coach for the Condors Swim Club in New City, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.

John Manfredonia is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 17 years. Outside of his advisory role, he has engaged in a private mortgage arrangement with longstanding personal friends who later became his clients. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory approach.