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Scott A

Series 63, Series 65

Pittsburgh, PA

Ameriprise

Scott Accamando is a financial advisor with Ameriprise Financial Services holding Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Lincoln Investment for 11 years before joining Ameriprise in 2026. Based in Pittsburgh, PA, he serves clients through a large, diversified advisory firm. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and ongoing advice. The firm’s approach involves algorithmic analysis and integrates asset allocation, withdrawal strategies, and Social Security planning within an investment universe that includes affiliated and third-party products.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary K

Series 66

Pittsburgh, PA

Ameriprise

Zachary Kenny is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at firms including Federated Hermes, PNC Investments, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason S

Series 63, Series 66

Pittsburgh, PA

Ameriprise

Jason Short is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Ameriprise and its predecessor entities since 1998. Outside of his advisory role, he owns El Rey LLC and Abstract Brewing Company, a start-up brewery project in Carnegie, PA. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shane B

Series 66

Pittsburgh, PA

Ameriprise

Shane Bright is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at East Carolina School of Business and Carolina Financial Services Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David H

Series 63

Pittsburgh, PA

Ameriprise

David Headrick is a financial advisor at Ameriprise with 40 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor firms since 1985. Headrick also operates HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael H

Series 66

Pittsburgh, PA

Ameriprise

Michael Headrick is a financial advisor with Ameriprise Financial Services in Pittsburgh, PA, holding a Series 66 credential and seven years of industry experience. His work history includes roles at Ameriprise since 2013 and a position at Walmart from 2017 to 2018. He is also the owner of HEADRICK & SON LLC, a consulting business related to his financial services practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary S

Series 66

Pittsburgh, PA

Ameriprise

Zachary Streno is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has prior experience at Federated Global Investment Management Corp. and related Federated entities from 2020 to 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 written recommendation reports and ongoing annual retirement-income planning advice, using investment research and algorithmic tools within a defined investment universe.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan S

Series 66

Pittsburgh, PA

Ameriprise

Jonathan Suhayda is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His background includes roles at the University of Pittsburgh, Robert Morris University, Valley Pool and Spa, and the Beaver Area School District. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to support its clients, emphasizing managed accounts and using algorithmic tools overseen by a dedicated Retirement Income Oversight Committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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