Paul Kalani is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise in various capacities since 2003, with prior experience at Choreo, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alyssa Kaminski is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and three years of experience at the firm. Her prior work includes roles at Bancroft Neurorehab, Thomas Jefferson University Hospital, Brooks Rehabilitation, and Drexel University. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a wide client base through advisory, brokerage, and insurance solutions typical of large institutional firms.