Sarah Neale is a financial advisor with Ameriprise in Chesterfield, VA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2006 to 2018. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, 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 in a centralized consulting approach and provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

John Koziol is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at ePlus Technology Inc, Kelly Services, and RM Lucas. 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 retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Marotta is a financial advisor with Ameriprise in Richmond, VA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team, supporting advisors like Marotta in serving clients with substantial investable assets.

Benjamin Page is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Page serves on the board of directors for the Springfield Commons Business Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement, with a focus on clients meeting specific asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate personalized retirement income recommendations.

Douglas Scammell is a financial advisor with Ameriprise in Henrico, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his role at Ameriprise, he owns Benjamin S Page, Inc., where he provides financial advisory services, asset management, and insurance sales. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized guidance and emphasizes managed accounts within its product offerings.

Paul Sakellariou is a financial advisor at Ameriprise with 22 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Rutland Foundation and is involved in sports card investing. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.