Brian Conlon is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Ameriprise since 2018, following six years at Wells Fargo Advisors. Conlon is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity that manages his financial advisory practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Philip Andriola is a financial advisor with Ameriprise in Garden City, NY, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Andriola serves on the board of a condominium association, participating in meetings and voting on operational matters. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Steven Shorr is a financial advisor with Ameriprise in Garden City, NY, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has worked at Ameriprise since 2018 and has concurrently operated his own CPA firm, Steven Shorr CPA PC, since 2006. Outside of his advisory and accounting work, he is involved with The NFT Gaming Company Inc. 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 recommendations and ongoing advice. The firm’s investment approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.