Tuangporn Jackson is a financial advisor at Ameriprise in New York, NY, holding a Series 66 designation with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jeffrey Geller is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is based in New York, NY. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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-income advice through a centralized consulting team.

Donald Townsend is a financial advisor with Ameriprise in New York, NY, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at American Enterprise Investment Services Inc., Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc., and Valic Financial Advisors. Outside of his advisory work, he owns a small business creating and selling unique works of art. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach using proprietary research and third-party data.

Winnie Mou is a financial advisor with Ameriprise Financial Services, LLC in New York, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Ameriprise since 2016. Outside of advisory services, she is principal of Win Win Advisory Group LLC, which focuses on property and casualty insurance, and Manhattan Travel Inc., a retail travel agency. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides personalized written recommendations and ongoing advice centered on income sources and tax-efficient withdrawal strategies.

Janet Bellantoni is a financial advisor at Ameriprise in Pittsburgh, PA, holding a Series 66 designation with several years of experience that includes roles at Ameriprise, Carnegie Mellon University, and various other organizations. Her background spans both financial services and educational institutions. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Melanie Bhandari is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves on the board of directors for Greenwich House, a nonprofit organization. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Karen Aroety is a financial advisor at Ameriprise with 34 years of industry experience. Her career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and American Financial Services, Inc. She holds Series 63 and Series 66 designations. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized retirement-income consulting team.