Steven Anastasia is a CFP® and ChFC® with 26 years of industry experience. He is currently with Ameriprise in Tampa, FL, having previously worked at Cetera and Regions Bank, as well as operating his own business. Outside of financial advising, he is a co-owner of Monty's Pizzeria in Clearwater, FL. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, delivering customized recommendations supported by research and modeling.

Sara Price is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the Advanced Hand and Plastic Surgery Center. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brandy Hoiler is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with a centralized consulting team supporting advisors in delivering these recommendations.

Alyse Duffy is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Duffy serves as President on the Board of Directors for the American Legion Cemetery Corporation and as First Vice President of the American Legion Auxiliary USS Tampa Unit 5. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Sullivan is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2007 to 2019 before joining Ameriprise in 2019. He serves on the boards of multiple nonprofit organizations, including the National Christian Foundation Tampa Bay and Health Access Connect, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver personalized retirement income advice.

Logan Fleming is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to his current role, he worked for the School District of Manatee County and was involved with Two Docks Shellfish. 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 with tax-aware withdrawal strategies.

Michael Wills is a financial advisor at Ameriprise Financial Services with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large 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.

Edward Carter is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Carter has been with Ameriprise since 2018, serving in his current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported recommendations through a centralized consulting team.

Matthew Jobes is a financial advisor with Ameriprise Financial Services LLC in Tampa, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to Ameriprise, he worked at AmeriLife for four years and has held various roles including with the Lexington Legends. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research, third-party data, and algorithmic tools to deliver personalized recommendations focused on income reliability and tax-aware withdrawal strategies.

Max Francis is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Ross Aviation and Willowbend Country Club, as well as teaching positions at Assumption University and Barnstable High School. Ameriprise Financial Services is a large, diversified 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.

Terry Nixson is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Moody Securities, IMG Financial Group, Securian Financial Services, and Minnesota Life Insurance Company prior to joining Ameriprise. 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. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with distinctive enrollment criteria and a managed account investment universe influenced by affiliated product offerings.

Jack Corson is a financial advisor with Ameriprise Financial Services, LLC in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at HWJ Capital Partners II, LLC, Pride Rock Capital Management, and other firms in financial services and unrelated sectors. Outside of advising, he owns and operates Divergent Frequencies LLC, an event planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes tools and research to support asset allocation and Social Security decisions within a defined investment framework.

Ryan Fultz is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has held roles at Ameriprise Financial Services, LLC, Bankers Life, and Triad Financial Services, and previously worked at Troy University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Easley is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Ameriprise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to generate and review retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions.

Christopher Sankey is a financial advisor at Ameriprise in Lutz, FL, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for individuals near or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Joshua Padrick is a financial advisor with Ameriprise in Lutz, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by algorithmic tools and oversight committees.

Shane Brown is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his financial advisory role, he was the owner of ResortCorp LLC, a marketing company, for ten years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Nicholas Vizzi is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in owning single-family real estate properties. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary, customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brett Breen is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He worked at VALIC Financial Advisors for 14 years before joining Ameriprise in 2022. Outside of his advisory role, he has involvement in single-family real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Zangari is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2012. Outside of his advisory role, he owns an investment holding company established for estate planning purposes for his family. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Lara Yates is a CFP® with over 31 years of industry experience, currently serving at Ameriprise since 2024. Her prior roles include positions at Global Advisor Group, Raymond James Financial, and Berner Wealth Management. Ameriprise specializes in retirement-income planning for individuals with significant investable assets, offering a structured service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Nafi Hussein is a CFP® professional with 44 years of industry experience, currently with Ameriprise since 2017. His prior experience includes 15 years at MetLife Securities, Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Giovanny Vazquez is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience in the restaurant and hospitality industry, including roles at Green Lemon/Ciccios Restaurant Group and Olive Garden/Darden. Vazquez also worked in education at the University of South Florida and East Ridge High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, non-discretionary approach supported by investment research and algorithmic tools.

Angela Coloret is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, previously spending seven years at Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with an emphasis on Ameriprise-managed accounts and employs algorithmic tools alongside expert review to generate personalized retirement advice.

Michael Pepe is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Farhad Khalilpour is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Arya, Uber, UPS, and Alteration Station. Outside of advising, he has worked as a 1099 contractor for Uber in a rideshare capacity. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficient strategies to support client retirement goals.

Raymond Reed is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Ameriprise, he was co-owner of Reed Between The Knives LLC, a Cutco cutlery business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Ware is a financial advisor at Ameriprise in Tampa, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Ameriprise offers a retirement-income planning service aimed at individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate recommendations, primarily for clients with assets in Ameriprise Managed Accounts.

Tara Cunningham is a Series 66-licensed financial advisor with Ameriprise in Tampa, FL, and has 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a co-owner of an LLC established to support her daughter's acting and modeling career. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, integrating both advisory and brokerage solutions.

Stephen Overton is a financial advisor with Ameriprise in Tampa, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the Board of Directors for Tr-Tronics, a non-investment-related organization. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Virginia Garcia is a financial advisor at Ameriprise with 14 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 2016 and has been with Ameriprise since 2020. Garcia holds a Series 66 designation. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Emily Williams is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, she worked in education at several international schools, including Wellington College International Shanghai and Suzhou Singapore International School. Ameriprise Financial Services is a large advisory firm serving both 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’s approach includes comprehensive analysis leveraging investment research, third-party data, and algorithmic tools, with service delivery subject to restrictive enrollment criteria and integration within Ameriprise’s affiliated product ecosystem.

Lon Hatton is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He also serves as a trustee in fiduciary activities. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Blake Glisson is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as secretary on the Board of Directors for the Southshore Rotary Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Coloret is a financial advisor with Ameriprise in Tampa, FL, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2018. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cindy Capezzuti is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2019 before joining Ameriprise Financial Services, Inc., and later 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-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Edmund Iannelli is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Frito Lay, and Auburn University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.