James Nocito is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is a partner in Integrity Management Partners LLC, which rents office space. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Mark Anderson is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Outside of finance, he was involved with The Window Place Plus Exteriors for six years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-backed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Alex Shirley is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2026, Shirley worked at AGIA, Valic Financial Advisors, and MarketKeep. Outside of financial advising, Shirley has served as an agent selling non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and dependable income sources.

Eric Guggenheim is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President of the Evesham Education Foundation and is President of the Rotary Club of Marlton, NJ. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals in or approaching retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions, using a centralized consulting team to deliver tailored, research-based recommendations.

Matthew Santillo is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in monthly accounting and annual tax preparation through his ownership of Integrity Management Partners LLC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Michael Magee is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with a diverse client base including business owners, executives, pre-retirees, young professionals building wealth, and individuals with inherited assets. His approach centers on understanding clients’ goals, cash flow needs, and concerns to develop personalized wealth management strategies. He offers tailored advice on investments, real estate, business transitions, and collaborates with CPAs and attorneys on tax and estate planning. Michael provides access to the investment resources of Merrill and the lending solutions of Bank of America. Drawing on his background from a blue-collar, small-business family and inspired by his grandfather who was an investment banker, Michael emphasizes building strong client relationships and encourages ongoing, transparent communication with clients and their families. He leads a proactive team delivering customized strategies using Merrill’s proprietary tools, aiming to make a meaningful impact on clients’ financial lives. Michael holds a Bachelor's Degree from Towson University and maintains the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He is also affiliated with the Knights of Columbus, reflecting his community involvement.

Joseph Spanfelner is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Christopher Bastos is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Ameriprise since 2018 and earlier experience at Saint Joseph's University. He is also involved in independent insurance brokering through Emerson Rogers. 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 reliable income sources and tax-aware withdrawal strategies.

Jason Grosso is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of Ameriprise, he is employed at GenFocus Wealth Advisors, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Yichen Hua is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Kevin Hughes CPA, Morgan Stanley, and China Securities International. Hua’s background also includes roles in education at Temple University, Chongqing Technology and Business University, and Hainan Overseas Chinese Middle School. 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 provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Jason Schum is a financial advisor with Ameriprise in Pennsauken, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and previously at Equitable Advisors, Axa Advisors, LLC, and with Dr. Yelena German. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, with an emphasis on assets held in Ameriprise-managed accounts and the use of algorithmic automation overseen by a specialized committee.

Michael Siciliano is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, Siciliano serves on the La Salle University Investment Committee, assisting with the review of the university's investment allocations. Ameriprise Financial Services is a large 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, focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Alfred Zarroli is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Tabernacle, NJ office. Outside of his advisory role, he serves on the Board of Directors and as Chairman of New Business Development for Bestwork. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored to clients’ financial goals.