Marguerite Danaher is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at LPL Financial from 2012 to 2019. Outside of her advisory role, she teaches an adult education course on Social Security without compensation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, emphasizing managed accounts and algorithmic support.

Robert Gargiulo is a CFP® professional with 16 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Edward Jones for 11 years. Outside of his advisory role, he is a co-owner of MRDRNG LLC, which manages his Ameriprise business operations. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, 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 a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.