Monte Luzadder is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, Luzadder serves as president, secretary, and treasurer of ETNOM Ltd, a consulting business, and is secretary on the board of directors for the Colonial Center of Glenview Condo Association. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds, delivering non-discretionary, research-driven recommendations in partnership with its financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bruce Sturgeon is a financial advisor with Ameriprise in Glenview, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Wayne Hummer Investments for nine years. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored retirement income plans.

Trent La Monica is a financial advisor with Ameriprise in Glenview, IL, holding a Series 66 credential and 13 years of industry experience. Prior to joining Ameriprise, he worked at New York Life and its affiliates from 2014 to 2020 and operated Lamonica & Associates from 2018 to 2020. He serves as a trustee for the District 39 Foundation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.