Douglas Dinzik is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. 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 clients with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Patricia Murphy is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at RBC Capital Markets and Northwestern Mutual Wealth Management Company. She has been with Ameriprise since 2019. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bruce Evans Jr. is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, and Bankers Healthcare Group. His current role began in 2025 at Ameriprise in West Palm Beach, FL. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored 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 these services, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Marilyn Neckes is a financial advisor at Ameriprise with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for nine years. She has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm provides non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options, delivered through a centralized consulting team in partnership with clients' advisors.

Richard Ewing is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he manages a business specializing in interior landscaping and orchids. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities and utilizes algorithmic automation to support its retirement income planning.

Joseph Grund is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

James Murphy is a financial advisor with Ameriprise in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement 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 personalized, non-discretionary advice through a centralized consulting team.

Arthur Peckskamp is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Ameriprise in Boynton Beach, FL. His tenure at Ameriprise includes multiple periods beginning in 2013. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Loder is a CFP® professional with over 31 years of experience, currently serving as a financial advisor at Ameriprise in Jupiter, FL. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in independent insurance brokering specializing in fixed annuities. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Connor is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Prior to joining Ameriprise, he spent nine years at Kovack Securities, Inc. Outside of his advisory role, Kevin has involvement in real estate ownership. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Lepa is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Lori Fraraccio is a financial advisor with Ameriprise in Stuart, Florida, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and utilizes algorithmic automation alongside oversight committees to tailor client recommendations.

James Mc Hale III is a financial advisor at Ameriprise with 28 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2024. He holds Series 63, Series 65, and Series 66 licenses. 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 clients with written recommendation reports and annual retirement planning focused on income reliability and tax-aware withdrawal strategies.

Syndie Levien is a CFP® professional with 43 years of industry experience, currently serving at Ameriprise since 2025. She previously worked at UBS Financial Services for 11 years. Levien serves on the Board of Directors for the Jewish Federation of Palm Beach County. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cindy Pollack is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Castle Wealth Management, and TFG Financial Advisors. Outside of her advisory role, she owns a tax preparation business operating in West Palm Beach, FL. Ameriprise provides retirement-income planning services for individuals with significant 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 companies.

Michael Pipkens is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. He previously worked at UBS Financial Services and has been involved with Henderson Insurance since 2020. Outside of financial advising, he holds a real estate license. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Lappas is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc and Stifel. He has served as a trustee for a family trust during its settlement and distribution. Ameriprise Financial Services is a large 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, including tax-aware withdrawal strategies and Social Security options.

Scott Barber is a financial advisor with Ameriprise in N Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Sanford C. Bernstein from 2004 to 2016 before joining Ameriprise Financial Services, Inc., where he has been since 2016. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 in its approach and delivers recommendations through a centralized retirement-income consulting team.

Thomas Rudakas is a financial advisor with Ameriprise in Jupiter, FL, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, primarily for clients with assets managed by Ameriprise.

Erick Santana is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations through a centralized consulting team.

Tyler Keen is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase & Co., Merrill, and Bank of America. He is also involved in independent insurance brokering, focusing on fixed annuities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Benjamin Silberman is a financial advisor with Ameriprise in Port St Lucie, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and algorithmic tools to support retirement income planning.

Kristopher Wall is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for nine years before joining Ameriprise in 2018. Wall serves on the Board of Directors and Finance Committee of The Kings Academy and holds leadership roles with the Florida Atlantic University Alumni Association. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Lader is a financial advisor at Ameriprise with 19 years of industry experience. He previously worked at Edward Jones for 17 years, followed by brief tenures at LPL Financial and NewEdge Advisors, LLC. Outside of his advisory role, Lader works as an airline pilot for Endeavor Air. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Joshua Baker is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2011 to 2020. He serves on the board of directors for the Alton Neighborhood 2 Homeowners Association. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Robert Mayer is a CFP®-certified financial advisor with Ameriprise in Jupiter, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns and operates Mayer's Bedding LLC, an online retailer of bedding supplies. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research and modeling with personalized recommendations delivered through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.

Tristin Tan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation. Tan's professional experience includes service at Ameriprise since 2026, as well as prior roles with the University of Florida and the Alachua County School District. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides ongoing retirement planning advice focused on income stability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Robert Savage is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Ameriprise since 2018 and Wells Fargo Clearing since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed 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 support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Gary Finnegan is a financial advisor with Ameriprise in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice, primarily focusing on Ameriprise-managed accounts.

William Roughen is a financial advisor with Ameriprise in West Palm Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Madison Avenue Securities, Global Wealth Management, and Ameriprise Financial Services. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, using a centralized consulting team to deliver data-driven, tax-efficient recommendations that incorporate algorithmic automation and regular review processes.

Robert Gutner is a financial advisor with Ameriprise in Lake Worth, FL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at Ameriprise since 2021 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Teahan is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, supported by a centralized consulting team and recent algorithmic automation to generate tailored recommendations.

Patrick Nickler is a financial advisor at Ameriprise with 10 years of industry experience. He previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2024. He serves on the Board of Directors for the Rinker School of Business in West Palm Beach, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Travis Routt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, Routt has been active in several community organizations, including serving as an officer and board member for multiple local groups in Jupiter and Palm Beach Gardens, Florida. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendations in partnership with its financial advisors.

Garrett Jackson is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked in roles outside the financial sector, including positions at Resurge Agency LLC and Century 21 Signature Properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Nickler is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for seven years and held roles at Wells Fargo entities from 2016 to 2017. Outside of his advisory work, he owns Mike Nickler Music LLC, a music-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating investment research, third-party data, and tailored withdrawal strategies.