B Kunstreich is a CFP®-designated financial advisor with Ameriprise, based in Rye, NY, and has 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Kunstreich is a part-time stamp dealer. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by algorithmic tools and a centralized consulting team.

Arnel Gonzales is a financial advisor with Ameriprise in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ana Ferreira Lopreato is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she works as a loan originator with Ameriprise Home Lending. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling with personalized recommendations, delivering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Samuelson is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors for Second Chance Foods and plays lead and rhythm guitar in an 80s cover band called The M-80s. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, employing algorithmic automation overseen by a specialized committee.

Joan Gregor is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise in Yonkers, NY. She has been with Ameriprise and its affiliated entities since 1998. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jarrett Jacobsen is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.