James Feliz is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025, following five years at Mass Mutual Investors Services and MassMutual Life Insurance, and three years at Clavis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients in or approaching retirement.

David Gonzalez is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns K4k Construction, a business focused on 3D printing homes. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients through a centralized consulting team and delivers integrated advisory, brokerage, and insurance solutions.