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.

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.

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 66 and Series 63 credentials and over 33 years of industry experience. Her prior experience includes roles at R F Lafferty & Co Inc and Northeast Securities, Inc. She is also involved as a trustee in fiduciary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

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.

Le Rome Ball is a financial advisor at Ameriprise in New York, NY, holding the Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2026, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2024 to 2026. 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, utilizing proprietary research, third-party data, and algorithmic tools to provide tailored recommendations.

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 Financial with one year of industry experience. He holds the Series 66 designation and is based in New York, NY. His prior work includes roles in fire protection services and various positions within educational institutions. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Ralph Fatigate III is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at Ameriprise and its predecessor firms since 2009, including a decade at AxA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice based on written Recommendation Reports, utilizing internal research and third-party data to support asset allocation and withdrawal strategies.

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, J.P. Morgan Securities, and JPMorgan Chase Bank. Corniel is based in New York, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with an investment universe influenced by affiliated product relationships.

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 with Ameriprise in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he spent several years associated with The Ohio State University and has experience in the food service industry with Uncle Julios. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income stability 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 Financial Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including TD Private Client Wealth LLC, Quint Capital Corporation, Wells Fargo Clearing, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

Joseph Leone is a financial advisor at Ameriprise Financial Services with 34 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2022, following six years at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Marley Manto is a financial advisor at Ameriprise with 20 years of industry experience. He has held positions at Ameriprise since 2018 and previously worked at Axa Advisors, LLC for 12 years. Marley holds a Series 66 designation. 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 recommendations and ongoing advice focused on retirement income planning, utilizing a combination of investment research, third-party data, and algorithmic tools.

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.