Sean Gavin is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gavin owns Gavin & Dolliver Wealth Management LLC and serves on the Rocky Hill Board of Education. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Francis Addonizio is a CFP®-certified financial advisor with 24 years of industry experience, currently with Ameriprise in New York, NY. He has been with Ameriprise and its predecessor firms since 1998. Outside of his advisory role, he serves as a custodian for minor beneficiaries under the Massachusetts UTMA for family accounts. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-supported recommendations with personalized financial advising and provides a broad range of advisory, brokerage, and insurance solutions.