Joseph Cupoli is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, Cetera Wealth Services, Fidelity Investments, and Securian Financial Services. Outside of finance, he worked at Uber Eats for two years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes ongoing advice and a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

Shivam Mittal is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, Philip Nuccetelli, Jr., Rutgers University, and Brookdale Community College. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Men's Retreat Group. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in investable assets. The firm offers comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to deliver tailored, tax-efficient recommendation reports.

Joseph Monteleone is a CFA® charterholder with 17 years of industry experience. He is currently with Ameriprise and has previously worked at Morgan Stanley for 15 years, as well as various roles within Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing managed accounts and utilizing algorithmic tools reviewed by a dedicated oversight committee.

Jeremy Westaway is a financial advisor at Ameriprise in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Arthurs Tavern and Scimedx Corporation, and has experience in academic and agricultural roles. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise.

Bimal Gupta is a financial advisor with Ameriprise in Summit, NJ, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Avantax Investment Services and has been involved with Parsippany Tax and Accounting Corporation since 2010, where he operates a CPA accounting and tax practice. He serves on the board of the Northeast Society for Education and Learning and participates on the advisory board of Citizens Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a collaborative, non-discretionary approach supported by research and algorithmic analysis.

Samuel Dicocco is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors and Axa Advisors, LLC, as well as an academic position at Penn State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with recommendations delivered in a non-discretionary model.

William Huntley is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles, including positions at Merri Makers Caterers, Barrel and Roost, Lafayette College, ShopRite, Trump National Golf Course, and Christian Brothers Academy. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.