Bryant Weintraub is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Prior to that, he worked briefly at Wells Fargo Clearing. 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 retirement-income planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Donna Huber is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 63 designation and previously worked at Signalert Asset Management LLC for 24 years. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Matthew Mandell is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mandell serves on the Board of Directors for Appliance World. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Lawrence Schimel is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Prendamano is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Bank of America, and Merrill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice primarily for clients holding assets in Ameriprise-managed accounts.

Patrick Tiernan Jr. is a financial advisor with Ameriprise based in Fort Salonga, NY, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Ameriprise Financial Services, Inc. from 2016 to 2020. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian White is a CFP® with 22 years of industry experience, currently serving as a financial advisor with Ameriprise in Melville, NY. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Jeshiva is a financial advisor at Ameriprise with 38 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and various Morgan Stanley entities over a span of more than a decade. 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 ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Jeffrey Kemp is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Christopher Mirandi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, working across both the LLC and Inc. entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning through written reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Kathleen M Di Meo is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. 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 ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Robert Simeti is a financial advisor with Ameriprise Financial Services, LLC in Melville, NY, holding a Series 63 designation and 31 years of industry experience. His prior work includes eight years at Wells Fargo Clearing. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amy Boyle is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes a year at Wells Fargo Advisors and several years with Ameriprise Financial Services Inc. She is based in Melville, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice.

Anthony Aloisio is a financial advisor at Ameriprise in Melville, NY, holding a Series 66 designation with experience beginning in 2025. Prior to joining Ameriprise, he worked at Tepedino & Company CPA's LLC, where he is currently employed in tax preparation, and has held positions at Marcum, LLP and Sheehan & Company, CPA, PC. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Ciccarelli is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. His prior experience includes roles at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. He holds the Series 66 license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides tailored retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

Joanne Diemer is a financial advisor at Ameriprise with 43 years of industry experience and holds a Series 63 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she provides notarial services. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Aloisio is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked at Ameriprise since 2016, including its Financial Services, LLC division starting in 2020, and previously at Wells Fargo Clearing. Outside of advisory work, he is the author of a self-published book on World War II equipment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement planning advice. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income strategies and asset allocation within a structured investment universe.

Aaron Wolson is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Douglas Aber is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise since 2017, including prior work at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nora Zaba Slater is a financial advisor at Ameriprise Financial Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for six years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative approach and algorithmic tools to provide clients with tailored recommendations.

Paul Marasciullo is a CFP® professional with 40 years of industry experience, currently advising at Ameriprise Financial Services, LLC since 2020. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of finance, he serves as a chain crew member for the New York Jets. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Cheryl Rambler Goveia is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and with 40 years of industry experience. She has worked at Ameriprise since 2019 and previously was with Wells Fargo Clearing from 2016 to 2019. Outside of her advisory work, she is involved with the Islip Rotary Club and participates in its Mental Health Committee, which focuses on raising awareness and reducing stigma around mental health issues. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes detailed analysis of asset allocation, withdrawal strategies, and Social Security options, with a centralized service team supporting non-discretionary implementation in collaboration with clients and their advisors.

Lev Brickman is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Glen Sher is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kiera Devers is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 63 designation and previously worked at The Vanguard Group. Outside of finance, she has experience with event planning through her involvement with All About Events. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Anthony Palumbo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and has been with Ameriprise since 2017. Outside of finance, he is involved in acting and has a role in the upcoming third season of the Amazon Prime series "Gravesend." Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on income reliability and tax-efficient withdrawal strategies.