Nicholas Mazzaferro is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. He is based in New York, NY. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its approach.

Grayson Maldonado is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Ameriprise, he held positions at MML Investors Services, NYLIFE Securities, and New York Life. He also has experience working in education and ran GRYtrades LLC for two years. Ameriprise Financial Services is a large 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, utilizing proprietary research and third-party data within a defined investment framework.

Bruce Maier is a financial advisor with Ameriprise in Englewood, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at AXA Advisors, LLC for 10 years before joining Ameriprise Financial Services Inc and subsequently Ameriprise. Maier serves on the Board of Directors for the Solomon Schechter Day School of Bergen County and is involved in independent insurance brokering with United Healthcare/Oxford. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Larry Schwartz is a Series 63 licensed financial advisor with Ameriprise, based in Brooklyn, NY, and has 30 years of industry experience. His career includes prior roles at Cetera Advisor Networks and New Century Financial Group, LLC. Outside of financial advising, he co-owns and operates Schwartz Accounting, a tax preparation business. Ameriprise serves clients primarily through its retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized retirement recommendations.

Cole Palmeri is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation. He began his career in the financial industry in 2025 with experience at Guardian Life Insurance Company, Park Avenue Securities, and other firms before joining Ameriprise in 2026. Outside of finance, he has been involved with The Alumni Baseball Camp over multiple years. 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. The firm’s approach includes providing ongoing, tax-aware withdrawal strategies and asset allocation recommendations produced by a centralized team using proprietary tools and research.

John Marino is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation. He began his advisory career in 2025 after completing full-time education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and tools.

Robert Ambrus is a CFP® and ChFC® credentialed financial advisor with 21 years of industry experience. He has been with Ameriprise since 2020 and previously worked at Citigroup and HSBC Bank USA. Outside of his advisory role, he tutors students online in subjects including college finance and algebra. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing tax-aware withdrawal planning for clients nearing or in retirement.

Alexa Liggieri is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She previously worked at New York Life Investments and has an academic background from Pennsylvania State University. 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 that includes annual advice on income sources and tax-aware withdrawal strategies.

Alexander Fowlie is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at Edgwater Markets and Iron Birch Advisors. His background also includes roles in education and local government. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a 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.

Jennifer Hieber is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She previously worked at R F Lafferty & Co Inc and Northeast Securities, Inc. Hieber has fiduciary responsibilities as a trustee and is involved in several real estate-related business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Jacob Sussman is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous experience at Harvest Restaurant Group and roles in education at New York University, Lawrenceville School, and Delbarton School. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which integrates written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Vincent Parascandola is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at TIAA and Tiaa from 2016 to 2018 before joining Ameriprise in 2018. Outside of advisory work, he is involved as a co-owner in consulting and tax preparation businesses and owns an LLC related to health insurance access. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies through a centralized service team working with advisors.

Thomas Gonzalez is a financial advisor with Ameriprise in Huntington, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Ameriprise in 2020, he worked at AXA Advisors, LLC for five years. Outside of his advisory role, he serves in the Air National Guard as a Financial Management Technician and owns businesses involved in tax preparation and equipment rental. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Angelo De Vito is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation. He has one year of industry experience and a background that includes multiple roles at the Law Office of Michael A. DeVito and teaching positions at the University of Scranton. 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 written recommendations and ongoing planning for clients approaching or in retirement.

Kyle Henderson is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2020 and has prior experience in hospitality and education roles. 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 tailored retirement income plans, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Robert Barnett is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Equitable Advisors, LLC, Bayview on the Water, and DoorDash. Barnett’s background also includes work outside the financial sector. 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 planning, delivering written Recommendation Reports and ongoing advice based on asset allocation, withdrawal strategies, and Social Security claiming options.

Joseph Marino is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Davis Ulmer Fire Protection and SUNY Cortland. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds, providing customized Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and utilizes algorithmic tools overseen by a dedicated committee to generate tailored recommendations.

Ralph Fatigate III is a financial advisor with Ameriprise in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes a decade at AxA Advisors before joining Ameriprise Financial Services, Inc., and subsequently Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized written recommendations through a centralized consulting team.

Yi Hao is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2024. Prior to this, Yi Hao worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has experience dating back to 2012, including roles at Pristine Hudson LLC and The Pingry School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sean Regan is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Share House, Uptown Social, and several other organizations before joining Ameriprise in 2024. 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 ongoing retirement-income planning advice based on proprietary research, third-party data, and algorithmic tools.

Angel Corniel is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors and J.P. Morgan Securities. Corniel is based in New York, NY. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, algorithmic tools, and managed account offerings within a defined investment universe.

Gregory Manto is a financial advisor with Ameriprise in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Axa Advisors, LLC for 16 years before joining Ameriprise Financial Services Inc and later Ameriprise. Outside of advising, he serves on the Board of Directors for the Academy for Teachers and is involved in tax preparation businesses. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Kurzweil is a financial advisor with Ameriprise in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Ameriprise since 2018 and previously spent five years with AXA Advisors, LLC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Berlin is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously held positions at The Ohio State University and Uncle Julios. 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 tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Schwartz is a CFP® professional with 29 years of industry experience, currently advising at Ameriprise in Brooklyn, NY. His prior roles include positions at Cetera Advisor Networks and Royal Alliance Associates, with additional experience running his own accounting and consulting businesses. Outside of advisory work, he co-owns Schwartz Accounting Inc., a tax preparation firm. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations that integrate tax-smart strategies and model-based income planning, supported by a centralized consulting team and algorithmic tools.

Tyler Dispenziere is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including positions at Makse Group and Sonora Investment Management. Ameriprise offers a retirement-income planning service focused on 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 retirement advice through a centralized consulting team.

Brian Jamison III is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and previously worked at Vizi and Muhlenberg College. Outside of finance, he coaches wrestling part-time for the Central Bucks School District. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Its approach includes a centralized service team that delivers non-discretionary recommendations supported by investment research and third-party data.

William Mcconville is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Private Client Wealth, TD Bank, Quint Capital Corporation, Vanderbilt Advisory Services, and Wells Fargo. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports and personalized advice through a centralized consulting team.

Joseph Leone is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers 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 produce written recommendation reports, focusing on clients with significant assets in Ameriprise-managed accounts.

Marley Manto is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliates since 2018, following a 12-year tenure at Axa Advisors, LLC. Marley is based in New York, NY. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, providing detailed, non-discretionary recommendation reports that address income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and emphasizes managed accounts and affiliated investment products.

Ian Franzoni is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously been affiliated with Bruin Capital and Brown University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Ackerhalt is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds the Series 66 designation and previously worked at HSBC Bank USA from 2016 to 2019 before joining Ameriprise in 2019. Outside of advising, he owns and manages several business entities related to his Ameriprise franchise and advisory activities in New York and Miami. Ameriprise Financial Services is a 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 recommendation reports and ongoing advice, leveraging a combination of proprietary research and third-party data.