Christopher Skutnik is a CFP® credentialed financial advisor with six years of industry experience, currently with Ameriprise. He previously worked at BNY Mellon Securities Corporation and BNY Mellon. Skutnik serves on the board of The League Of Yes and is involved in the hospitality industry through roles at Rose Hill Vineyards & Inn and Main & Mill House. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Burns is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mark Grossmann is a CFP®, ChFC®, and holds a Series 66 license with 25 years of industry experience. He has worked at Ameriprise and its affiliates since 2005 and is currently based in Jericho, NY. Outside of his advisory role, he is involved in managing business operations for several real estate entities. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, with an emphasis on assets held in Ameriprise-managed accounts.