Mallory Lauffer is a financial advisor with Ameriprise in Caledonia, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-assisted retirement planning recommendations.

Nannette Nocon is a CFP® and ChFC® credentialed financial advisor with 42 years of industry experience, currently with Ameriprise in Rochester, NY. She has been with Ameriprise and its predecessor firm since 2005. Outside of advising, she publishes a nonprofit children’s book series called Yum & Yuk, which provides a copy to an underprivileged child for each book sold, and serves as chair of the George Eastman Museum board. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, known for its Ameriprise Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Leah White is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, delivered through a centralized consulting team in partnership with financial advisors.

Jonathan Gorom is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Ameriprise and its related entities since 2012 and is currently based in Rochester, NY. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sarthak Bhojwani is a financial advisor at Ameriprise in Rochester, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simon Business School, University of Rochester, and in consulting and technology positions. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice through a centralized consulting team.

Syeda Mustafa is a financial advisor at Ameriprise with a Series 65 designation and two years of industry experience. She has worked at several firms including Path Forward Advisors, Prentice Wealth Management, and Pinckney Hugo Group. Prior to her finance career, she held roles at Brandtatorship, LLC, AirFlow Catalyst Systems, Inc., and Advanced Multi-Service LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes annual advice on income sources and tax-aware withdrawal strategies. The firm combines proprietary research, third-party data, and algorithmic tools to develop personalized recommendations within a defined investment universe.

Craig Lochner is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its related entities since 2008. Lochner holds Series 63 and Series 65 credentials. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ricci Elnicki is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2016. He co-owns the Elnicki Sutter Group LLC, through which he manages an Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

John Mc Donald III is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through Creative Management Consultants, LLC, providing support and guidance on practice operations and marketing. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Evan Wilcox is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience across various industries, including hardscaping and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security planning within a defined investment universe influenced by affiliated product relationships.

Shreyansh Gangwar is a financial advisor at Ameriprise with Series 66 registration and less than one year of industry experience. His background includes roles at Leaf Group of NY and academic positions at Simon Business School, University of Rochester, and Bennett University. Ameriprise provides retirement-income planning services aimed at individuals near or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, supported by algorithmic automation and oversight committees.

Alexander Pohlson is a financial advisor with Ameriprise in Rochester, NY, holding a Series 66 designation and having one year of industry experience. His prior work includes a position at Ascent Capital and various roles during his academic tenure at Binghamton University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jacob Barragato is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and four years of industry experience. He previously worked at Cudlipp Financial Services, Inc. and Fairport Federal Credit Union. Based in Rochester, NY, he has been with Ameriprise since 2019. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Sellars is a financial advisor with Ameriprise Financial Services in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at KeyBank, Key Investment Services, and JPMorgan Chase Bank. Sellars serves as President on the Board of Directors for ROC Cystic Fibrosis Awareness, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.