Melvin Kornegay is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history is exclusively with Ameriprise entities since 2016. 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 advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Todd Roberts is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2021 to 2023 and spent eight years at Tempursealy from 2012 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds, 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.

Debra Talarico is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and 18 years of industry experience. She has been with Ameriprise in various capacities since 2015. Her other business activities include involvement in real estate ownership outside of investment purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm employs a centralized team to produce tailored Recommendation Reports and ongoing advice, with a distinctive approach that includes restrictive enrollment criteria and integration of affiliated investment products.

John Cassandra is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and owned several businesses including Cassandra Employee Benefits Group and Comprehensive Payroll Solutions LLC. He is also involved in insurance brokering through his ownership of Cassandra Employee Benefits Group. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.