Amy Burgess is a financial advisor with Ameriprise in Miami, FL, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is involved in managing her Ameriprise franchise business through multiple entities. Ameriprise serves clients primarily with a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, customized retirement income recommendations, supported by a centralized consulting team.

Carlos Saitcevsky Guerrero is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His career includes roles at Intercam Advisors, Intercam Securities, and Wells Fargo Clearing. Outside of his advisory work, he is involved in holistic life coaching focused on personal growth and well-being, primarily working with individuals interested in spiritual development. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on dependable income and tax-aware strategies.

Jordan Starr is a financial advisor with Ameriprise in Miami, FL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He has ownership interests in non-investment-related holding companies, Starr Blum Holdings LLC and StarrShip Enterprises, LLC. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bryan Schimmel is a financial advisor with Ameriprise Financial Services in Miami, FL, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked at firms including New York Life and AXA-Advisors and operates under the DBA names Monarch Grove Wealth Strategies and Insurance Solutions and Wealth Strategies & Insurance Solutions by AYC Capital LLC. Schimmel serves as a board member for Beit T'Shuvah, a nonprofit providing alcohol and drug rehabilitation treatment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its 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.

Jeffrey Blum is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves on the Florida Bar Grievance Committee and provides expert witness testimony. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Roger Oprandi is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1999 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of RDO & Associates and an active member of the networking organization Accelerators LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Benjamin Assa is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. He began his career at Ameriprise in 2025 after graduating from the University of Michigan. Ameriprise Financial Services is a 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.

Cinthya Brodzikowski is a financial advisor at Ameriprise in Miami, FL, holding a Series 66 designation with 11 years of industry experience. Her career includes over a decade at Ameriprise Financial Services, Inc., with additional experience at Charles Schwab. She is involved in managing business operations through ownership roles in multiple entities related to her advisory practice. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research-driven strategies to deliver personalized, non-discretionary retirement income recommendations.