Brian Jacobs is a financial advisor with Ameriprise in Stony Brook, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. before continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, tax-smart income strategies through a centralized consulting team. The firm combines research, modeling, and adaptive withdrawal advice, with a focus on assets held in Ameriprise-managed accounts.

Nicholas Biscardi is a CFP® with eight years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services Inc. and held positions at Binghamton University. Biscardi owns BWM Enterprise Group, Inc. and is employed by Wood Park Corporation, where he manages his advisory practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on income reliability and tax-aware withdrawal strategies through a centralized service team.