Najala Langlois is a financial advisor with Ameriprise in Farmingdale, NY, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she owns a consulting business, INFINITUM FINANCIAL. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate personalized retirement income recommendations.

Ivy Peterson is a financial advisor with Ameriprise in Mount Sinai, NY, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Gold Coast Wealth Advisors LLC, a business used to manage staff and office expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and automated tools overseen by a committee to generate and tailor retirement income recommendations.

Mark Peterson is a financial advisor with Ameriprise Financial Services in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at St. James Investment Advisors, Chase Investment Services, and Home Depot. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Kathleen Bresnan is a CFP® professional with 29 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as a financial advisor in Cutchogue, NY. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.