Galen Miller is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in White Plains, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports. The firm operates as a large institutional advisor offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Paulmeno is a financial advisor with Ameriprise in Amawalk, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. He is a co-owner of JPM Management Group LLC, an LLC formed with other advisors to manage shared office expenses. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that provides written recommendation reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Joseph Silva is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. 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 clients with written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christina Tikkanen is a financial advisor with Ameriprise in Rye Brook, NY, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Tikkanen serves as Co-Vice President on the Board of Directors for the St. Margaret School Home School Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement recommendations and ongoing tax-aware planning focused on dependable income sources.

Paul Santucci is a CFP®-credentialed financial advisor with 34 years of industry experience, currently with Ameriprise since 2020 following a 15-year tenure at Ameriprise Financial Services, Inc. He is based in Pound Ridge, NY. Outside of his advisory role, he is a co-owner of an LLC formed to manage shared office expenses with other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations and delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lawrence Boxer is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maria Simon is a financial advisor with Ameriprise who holds Series 63 and Series 65 registrations and has 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved with Sapphire Management, LLC in a non-investment-related capacity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. Its approach includes detailed, algorithm-supported recommendations on income, Social Security, and tax strategies, delivered through a centralized consulting team in collaboration with the client’s advisor.

Nicholas Lombardi is a Series 66-licensed financial advisor with Ameriprise in Rye Brook, NY, with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Sacred Heart University and The Italian Center of Stamford, and spent seven years at Trinity Catholic Middle School and High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and algorithmic tools, with a focus on dependable income sources for clients approaching or in retirement.

Joseph Lombardi is a financial advisor at Ameriprise with 34 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in managing office-related business entities with other advisors. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

Michalis Batas is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2016, including prior roles at WBI Investments and J.P. Morgan Securities. He serves as treasurer on the board of the Saint Nicholas, Constantine and Helen Church Greek School PTO. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering 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.

John Goodnough is a financial advisor with Ameriprise based in Rye Brook, NY, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Barnum Financial Group. Outside of his advisory duties, he participates in gig work as a delivery driver for DoorDash. 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 retirement-income plans and ongoing advice, utilizing a centralized team and algorithmic tools to deliver tax-aware withdrawal strategies and asset allocation guidance.

Scott La Dore is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise since 2020 and previously worked at American Express Financial Advisors Inc. for 22 years. La Dore serves as Treasurer on the Board of Directors for the Knights of Columbus and is a member of the Port Chester Parks Commission. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stacey Jacobson is a financial advisor with Ameriprise in White Plains, NY, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, personalized retirement advice, primarily for clients with assets managed within Ameriprise accounts.

Lara Flanagan is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the Wilton Lacrosse Association, Wilton High School Football Grid Iron Club, and WARF. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written retirement recommendations delivered in partnership with clients’ Ameriprise financial advisors.

Douglas Mark is a financial advisor with Ameriprise in Bayville, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. He serves on the Board of Directors for the Oyster Bay Bayville Generals Youth Football organization. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm provides non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.