Kevin Considine is a financial advisor with Ameriprise in Westwood, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2012. He also receives trail commissions from a small group disability insurance plan he originated with Unum. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to create personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Szalkiewicz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining Ameriprise in 2023. Szalkiewicz serves on the Board of Directors for the Rutherford Futbol Club. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Daniel Gordon is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eva Teilborg is a financial advisor with Ameriprise in Riverdale, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Merrill and Bank of America. She has been with Ameriprise and its affiliated entities since 2018. Ameriprise is a large institutional firm that 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 provide written, non-discretionary retirement income recommendations in partnership with its advisors.

Randall Brewster is a financial advisor at Ameriprise with 19 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Ameriprise Financial Services in 2017. Outside of his advisory role, Brewster serves as a softball commissioner for The Mahwah Youth Sports Boosters, where he develops teams, rosters, and programs. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Francesca Milde is a financial advisor at Ameriprise with six years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and Oppenheimer & Co. Inc. Outside of finance, she works as a substitute yoga instructor in Glen Rock, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning using proprietary research, third-party data, and algorithmic tools.

Edmund Iannelli is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves in multiple appointed roles within the Ho-Ho-Kus, NJ town government, including liaison to the recreation commission and deputy commissioner roles for the police department and volunteer ambulance corps. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Schrader is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Merrill from 2008 to 2017 before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 generate personalized recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Daniel Kane is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Ameriprise since 2014, serving in advisory roles for both Ameriprise Financial Services and its broader firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Anthony Spizzo is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is a writer and part owner of Huddle Pass Inc., a blog focused on Rutgers football, and is a member of the Bergen Highlands Rotary Club. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Dante Liberti is a financial advisor at Ameriprise with 41 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Wells Fargo Clearing, Securities America Advisors, Inc., and Cetera Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Clifton Lee is a financial advisor with Ameriprise in Fort Lee, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is a co-owner of a restaurant business, which is managed by his wife. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

James Stein is a CFP® with 45 years of industry experience. He is currently with Ameriprise Financial Services, having joined in 2024, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His credentials also include Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Brendan Fitzpatrick is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Steward Partners Global Advisory LLC and has experience in various roles outside the financial industry. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with personalized reviews to deliver tailored retirement income advice.

David Van Schaik is a Series 66-licensed financial advisor with Ameriprise in Allendale, NJ, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce detailed Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Cha is a CFP®-designated financial advisor at Ameriprise with 28 years of industry experience. His career includes roles at Ameriprise Financial Services Inc., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Merrill. He holds Series 63, 65, and 66 licenses and is based in Saddle Brook, NJ. 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 detailed retirement income planning, utilizing proprietary research and third-party data to support tax-aware withdrawal strategies and Social Security claiming options.

Reed Smith is a financial advisor with Ameriprise in Rutherford, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Northwestern Mutual, Invesco, and Prudential. Outside of finance, he was involved with Baseball Zone from 2018 to 2019. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Susan Mcgeachen is a financial advisor with Ameriprise in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her career includes 11 years at UBS Financial Services and over six years with Ameriprise. Outside of her advisory role, she has involvement in multi-family real estate ownership. 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 providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Orenchuk is a financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he serves on the Board of Directors for the Meadowlands Regional Chamber of Commerce and holds an ex-officio position at Felician University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data and operates within a product ecosystem that includes sub-advised options and managed accounts.

Pio Defranco is a financial advisor with Ameriprise in Wayne, NJ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Merrill from 2008 to 2017 before joining Ameriprise Financial Services, Inc., where he worked from 2017 until 2020. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

Tyler Palumbo is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He currently works at Ameriprise Financial Services LLC, where he has been since 2021, following six years at Bruderman Brothers LLC and Bruderman Asset Management, LLC. In addition to his advisory role, he is involved in independent insurance brokering focused on fixed annuities with AIG. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sustainability and tax-aware strategies.

Paul Gordon is a financial advisor with Ameriprise in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, 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.

Brian Pomarlen is a financial advisor with Ameriprise in Wayne, NJ, holding a Series 66 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in business ownership with Bramwellworth Associates LLC and Doden Associates LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Anthony Gallo is a financial advisor with Ameriprise in Saddle Brook, NJ, holding a Series 66 credential and having one year of industry experience. His prior roles include positions at LPL Enterprise LLC and working at Lefkes Estiatorio. He has experience outside the financial industry, including employment in the restaurant sector. Ameriprise Financial Services is a large, diversified advisory 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 utilizes proprietary investment research and third-party data, with investment options influenced by affiliated product relationships.

Dominic Guido is a financial advisor at Ameriprise with 56 years of industry experience. He holds the Series 63 designation and previously worked at Wells Fargo Clearing for nine years before joining Ameriprise in 2025. 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 recommendations and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Coppola is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, ADP, Aerotek, and Rutgers University. He also holds a real estate license. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies, with distinctive enrollment criteria tied to investable assets and assets managed within Ameriprise.

John Brewster is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 11 years at UBS Financial Services. Brewster serves on the Board of Directors for the Ramapo College Foundation in Mahwah, NJ. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported advice through a centralized consulting team.

Matthew Weiner is a financial advisor with Ameriprise Financial Services in Saddle Brook, NJ, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathy Danielson is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Bank of America. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports tailored to clients’ financial situations.

Shane Schrader is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, he worked at DoorDash and has a background that includes teaching and various other roles. Outside of his advisory work, Schrader operates a YouTube channel featuring comedic content. 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 focused on dependable income sources and tax-aware withdrawal strategies.