Massimo Magliari is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the board of directors for the Mitzvah Circle Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Diann Slavinski is a financial advisor with Ameriprise in Ambler, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she is the sole member of R&S Plan Solutions, LLC, where she handles financial plan production and related services. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephanie Brodof is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility 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 personalized, non-discretionary recommendations through a centralized consulting team.

Howard Stephenson Jr. is a financial advisor with Ameriprise in Jenkintown, PA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools.