Thomas Matera is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Matera serves on the Board of Directors for the SWFL Magic association and performs as a professional close-up magician. Ameriprise is an institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations, supported by a centralized consulting team and algorithmic tools.

Joseph Mocniak Jr. is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory work, he is president of Joseph A Mocniak Jr. Ltd., a business management firm. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.