Peter Sanoulis is a financial advisor with Ameriprise in Great Neck, NY, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2011 to 2021. Outside of finance, he is involved in operating laundromat businesses through Spinfast LLC in Astoria, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a Recommendation Report and ongoing advice that address asset allocation, withdrawal strategies, and Social Security options.

Peter Cocolaras is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of his advisory work, he is a co-owner of Cocolaras Properties LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a written Recommendation Report and ongoing annual advice developed through proprietary research and collaboration between centralized teams and advisors.

Lisa Pellitteri is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 credential and previously worked at MBSC Securities Corporation and The Strategic Financial Alliance, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data within a defined investment universe and collaborates closely with clients and advisors for implementation.