Normand Fluet Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise since 2010 and is also employed by Stormtack LLC, where he manages income-related activities. 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 through written recommendations and ongoing advice.

Lee Mulcahy is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2014. Mulcahy serves on the Board of Directors for United Memorial Medical Center in Batavia, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering customized Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Holden Borrelli is a financial advisor with Ameriprise in LeRoy, NY, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously worked in aluminum injection molding. Borrelli is also associated with Stormtack LLC as an Associate Financial Advisor focused on practice management. 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 annual retirement income planning advice, utilizing internal research and third-party data within a defined investment framework.