Todd Petraco is a CFP® certified financial advisor with Ameriprise, where he has worked since 2005, including six years at the current firm. He has 32 years of industry experience. Outside of advisory services, Petraco is involved in managing several rental real estate properties and operates an independent contractor entity that supports his advisory practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregory Petraco is a financial advisor with Ameriprise in Setauket, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Akretep Inc. and Waterview Restaurant and Caterers, and worked at Miami University from 2016 to 2020. He is also employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Jack Cheshire is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Wind Watch Country Club, Binghamton University, Sayville Yacht Club, Brockport University, and Sayville Public Schools. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Bartolotta is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at RF Lafferty & Co Inc and Fulcrum Securities, Inc. He is also involved in Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charles Justino is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked previously at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, utilizing a combination of 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.

Collin Krieg is a financial advisor with Ameriprise in Stony Brook, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles related to lacrosse and education. He also manages an advisory business, Certainty of the Uncertainty, LLC, and serves as a part-time consultant supporting advisor transitions to the Ameriprise platform. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Filonuk is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Glatman & Filonuk Wealth Management. Outside of his advisory role, he is involved in accounting and tax preparation through his ownership and treasurer position at Glatman & Filonuk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Evan Branfman is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He serves on the Board of Directors for the Long Island Explorium and is Treasurer of the organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-focused planning and recommendations driven by proprietary research and algorithmic tools.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.

Ryan La Mar is a financial advisor with Ameriprise in Sayville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Steel Ridge Advisors and has been involved with Binghamton University since 2022. He has also participated in community activities with the Sayville Yacht Club and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisor oversight and delivers a broad range of advisory and insurance solutions through its large institutional platform.

Brendan Whitehead is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at both Ameriprise and Northwestern Mutual. His background also includes roles outside the financial industry, including positions at Sacred Heart University and Kellenberg Memorial High School. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Scott Kaufman is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise in Melville, NY. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns Lilli&Sophie Inc., an LLC established to hold a health insurance policy. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Eric Szczurowski is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns Bryant Park Consulting Group LLC, a consulting business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to produce tailored recommendation reports. The firm also offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ashley Lang is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliate since 2004 and is currently involved with Shaklee as a wellness industry consultant. Lang also consults in the skin care sector through Rodan + Fields. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored retirement-income recommendations.

Steve Shepherd is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes roles at Tompkins Trust Company and LPL Financial. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and algorithmic support within its advisory process.

Ian Rubin is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes coaching volleyball teams outside of his advisory role. Rubin is involved in coaching a volleyball club team at Sportime Clubs, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Poncet is a Series 66-licensed advisor at Ameriprise with two years of industry experience. Before joining Ameriprise, he worked at Equitable Advisors, LLC and has held various roles including outside operations at Meadow Brook Club, where he serves as a caddie providing shot-to-shot strategy and practice facility maintenance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that offers customized retirement-income planning and tax-aware withdrawal strategies.

Robert Whitehead is a financial advisor with Ameriprise in Glen Cove, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a contractor for Certainity of Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kenneth Cerini is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Cerini is involved in nonprofit activities, including serving as treasurer on the board of the Nonprofit Resource Hub and as president of the Cerini Family Foundation, and he manages a tax preparation firm. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered in partnership with a client's financial advisor.

Daniel Hohenberg is a financial advisor with Ameriprise in Commack, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Caleb Milsow is a Series 66-credentialed financial advisor with Ameriprise, based in Amarillo, TX, and has one year of industry experience. His prior work includes roles at Boost Performance, The Occunet Company, West Texas A&M University, and the Amarillo Independent School District. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and adaptive asset management.

Scott Braun is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Axa Advisors and SCSA Enterprises. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on retirement income and tax-aware withdrawal strategies. The firm’s retirement income approach involves centralized research and tools, with recommendations implemented on a non-discretionary basis.

Jerrold Silverman is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2013. Outside of his advisory role, he is involved in tax preparation through his ownership of Silverman Neu, LLP, and serves as a director and accountant at Singer & Falk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Steven Katz is a financial advisor with Ameriprise in Lindenhurst, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice through a centralized consulting team.

Lars Kofod is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its related entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC as a contractor. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a large institutional platform that includes advisory, brokerage, and insurance solutions.

Kalle Ruga is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Claire Fitz is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at UBS Financial Services from 2015 to 2020. Fitz is also involved with Certainty of Uncertainty, LLC, an advisor-owned entity focused on managing her practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Glatman is a financial advisor with Ameriprise, holding a Series 63 designation and 25 years of industry experience. He previously worked at Cetera and co-managed Glatman & Filonuk Wealth Management. Outside of advisory work, he is a CPA owner of Glatman & Filonuk CPAs PC and serves as a trustee on the board of the East Northport Jewish Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Matthew Posch is a financial advisor with Ameriprise in Hauppauge, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at People's Securities, Inc., and has a background that includes four years at Sacred Heart University. Outside of his advisory work, he is employed by Certainty of Uncertainty, LLC, an entity established to manage his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides retirement-income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm employs proprietary research and algorithmic tools and operates within a product ecosystem featuring affiliated sub-advised options and fee rebate arrangements.

Camille Kelton is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Merrill for five years. Outside of her advisory role, she works as a personal assistant and caregiver for elderly clients through the New York Consumer Personal Assistance Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Cracchiola is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has a diverse work background including roles in tax services, hospitality, and education. Outside of finance, he has been associated with several businesses in the food and service industries. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing tax-aware withdrawal strategies, leveraging proprietary research and third-party data within a defined investment framework.

Aaron Schenkman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameriprise since 2005 and is also associated with Robbins, Greene, Horowitz, Lester & Co. Additionally, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a large client base with a wide range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Jonathan Kuttin is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory role, he is involved in several consulting and tax preparation businesses. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Lawrence Sienkiewicz is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2021, he worked at HSBC Bank USA and HSBC Securities (USA) Inc. from 2016 to 2021. He is also president of Lawrence E Sienkiewicz INC, a consulting business, and is involved with certainty of uncertainty, LLC, an advisor-owned entity that manages his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Francis Jr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice, and engages in independent insurance brokering focused on fixed annuities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, emphasizing management of assets within Ameriprise accounts and integrating algorithmic automation overseen by dedicated committees.

Jack Schiff is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2012. In addition to his advisory role, Schiff is a partner at Getzel, Schiff & Pesce CPAs, LLP, where he has been involved in tax preparation since 1987. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Gleeson is a CFP® and ChFC® with 28 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor at the firm. Outside of his advisory role, he is an independent contractor for Certainty of Uncertainty, LLC, an advisor-owned entity established to manage practice operations. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

John Wellington Sr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Ameriprise since 2019, including roles at Ameriprise Financial Services, Quovo, Inc., and Broadridge Business Process Outsourcing. Outside of his advisory work, he serves on the board of the Westchester Aviation Association and is involved in managing Wellington Lodge LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, and emphasizes the use of Ameriprise-managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.