Melody Graham is a CFP® professional with 32 years of experience in financial advising. She has been with Ameriprise and its affiliated entities since 2005 and currently operates out of Melville, NY. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice rooted in investment research and tax-aware strategies.

Petar Jordan is a financial advisor with Ameriprise in Merrick, NY, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he serves on a nonprofit Board of Directors. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Maria De Gennaro is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise since 2014, including six years at Ameriprise Financial Services, Inc. and six years with Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, 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 to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Karen Tarpey is a financial advisor at Ameriprise with 31 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 delivering these services and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Charles Albrecht is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005 and is also the owner and president of A.C.C.A., Inc., a practice management firm. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm delivers written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and automated tools overseen by a dedicated consulting team.

Jeffrey Wenzel is a financial advisor with Ameriprise in Northport, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 33 years at Ameriprise and its affiliated entities. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Joseph Vicari is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations through a centralized consulting team.

Ted Boutis is a CFP® with 28 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. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, delivering retirement recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis.