Christopher Moschella is a financial advisor at Ameriprise in Plymouth, MA, with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business operations and real estate ownership through entities such as MoleMosh LLC. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations, primarily for assets held in Ameriprise Managed Accounts.

Jonathan Salaciak is a financial advisor at Ameriprise Financial Services with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. He has been with Ameriprise since 2018, currently based in Plymouth, MA. 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 advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.