Bekka Sage is a financial advisor with Ameriprise in Rehoboth, MA, holding Series 63 and Series 66 registrations and seven years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, and Merrill. Outside of financial advising, she works as a GroupX spinning instructor at The Edge Fitness. Ameriprise provides retirement-income planning services primarily for individuals nearing 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 typical of a large institutional provider.

Michael Boragine is a financial advisor with Ameriprise in Attleboro, MA, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ameriprise since 2015 and is also employed as a financial advisor at Eight Feet Wealth Advisors Inc. Outside of Ameriprise, he manages an advisory business in North Attleborough, MA. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.