Kristina Daoud is a financial advisor with Ameriprise in Guilford, CT, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Ameriprise since 2012. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income and tax-aware withdrawal strategies through a structured, non-discretionary service model.

Jonathan Root is a financial advisor at Ameriprise with 27 years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2005. Outside of advising, he co-owns business entities used to support his practice operations and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Sondak is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Ameriprise since 2009 in various roles within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.