Ezra Amiss is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor with Ameriprise Financial Services since 2016. He is based in Roanoke, VA, and is also the owner of Rand LLC. Additionally, he serves on the board of directors for LOA, where he chairs the finance committee. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice designed for clients nearing or in retirement.

Albert Sganga is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Roanoke Valley and is President of the Cave Spring Little League. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Leslie Carpenito is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise in various capacities since 1989. Outside of her advisory role, she serves on the Board of Directors at West Salem Baptist Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security options, with distinctive enrollment criteria and an investment universe influenced by affiliated products.