Matthew Morell is a CFP® and ChFC® with 12 years of experience in financial advisory roles. He has worked at Ameriprise since 2022 and previously held positions at SIMON Markets LLC, Accelerated Wealth Advisors LLC, and Northwestern Mutual, among others. His experience spans a range of wealth management and investment advisory firms. 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-income planning through a detailed Recommendation Report and ongoing advice, using a combination of investment research, third-party data, and algorithmic tools.

Jonathan Baety is a financial advisor with Ameriprise in Palm Coast, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including over a decade at Ameriprise and its affiliated entities. Outside of his advisory role, Baety serves on the boards of All Saints Episcopal Church Vestry and the Financial Planning Association of Central Florida, and coaches middle school boys basketball at St. Charles Borromeo Catholic School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines algorithm-driven analysis with advisor collaboration and offers a broad range of advisory, brokerage, and insurance solutions.

Abigail Santiago Monroe is a financial advisor with Ameriprise in Palm Coast, FL, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its predecessor entities since 1991. Outside of her advisory role, she serves in fiduciary capacities such as trustee and executor. Ameriprise offers 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 recommendation reports through a centralized consulting team.