Bassem Bertizlian is a financial advisor with Ameriprise in Maitland, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Bertizlian is involved in software development through Marvel Mobi Inc. and serves as Vice President on the Board of Directors for Izak Group Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James West is a financial advisor with Ameriprise in Sanford, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, West serves on the Board of Directors for the Love Your Shorts Film Festival. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alireza Shahnavaz is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages a rental property business under ARSweethomes LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.