Zachary Woodel is an Associate Financial Advisor at Ameriprise with two years of industry experience. He has been with Ameriprise since 2022 and previously spent ten years working at Tasta Pizza and Taproom. Woodel also serves on the boards of the Italian Club and the Bradford Chamber Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides customized retirement income planning through a structured recommendation process that integrates the firm’s investment research and third-party data.

Louis Sforza is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Investment Management Services LLC and The Prudential Insurance Company of America for 12 years. Sforza serves on the board of directors for the YMCA in Bradford, PA. 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 tailored retirement income planning advice through comprehensive recommendation reports and ongoing support.

Ronald Esposito is a financial advisor with Ameriprise in New Castle, PA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and has prior experience in tax preparation through his seasonal employment at Matter of Tax. Ameriprise is an institutional firm that offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to generate tax-efficient retirement income recommendations.

Kevin Sherrets is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved as a majority member and investor in RKM Partners LLC and manages the pass-through tax entity RKM LLC. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Parolini is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Parolini serves on the Board of Directors for Folds of Honor in Western Pennsylvania. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

Madysn Tusick is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Duquesne University and has experience in roles at Bruster's Real Ice Cream and Blackhawk School District. Outside of advising, Tusick works seasonally in tax preparation and is a certified Notary Public in Pennsylvania. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income stability and tax-aware withdrawal strategies.

Rush Hodgin is a CFP® professional with 35 years of experience in the financial services industry. He has been with Ameriprise since 1991, including its predecessor entities, and currently holds roles managing advisory businesses in Pittsburgh, PA. Outside of his advisory work, he is involved in tax preparation and real estate activities through separate business ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide personalized, non-discretionary recommendations.