Lauren Rosenberg Moffitt is a financial advisor with Ameriprise in Great Neck, NY, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Moffitt also engages in independent insurance brokering with several companies including Genworth and MetLife. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Amanda Moffitt is a financial advisor with Ameriprise in Port Washington, NY, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she assists with office activities and administration at American Independent Line Inc., a transportation services business co-owned by her father. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.