Carlos Hevia is a financial advisor at Ameriprise with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, he owns and operates a CPA tax preparation business in Hastings on Hudson, NY. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with automated tools to support these recommendations, serving a broad client base through advisory, brokerage, and insurance solutions.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Lasco is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves as Co-President of the Fordham University Alumni Westchester and sits on the Board of Directors for the Financial Planning Association of the Greater Hudson Valley. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Aaron Morgenstern is a CFP® with 10 years of industry experience currently advising at Ameriprise in Valhalla, NY. He has held positions at Ameriprise since 2018 and previously worked at Keybank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgenstern has also been affiliated with the State University of New York at New Paltz since 2014. 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.

Vaughn Feighan is a financial advisor at Ameriprise with four years of industry experience. He has worked at Ameriprise since 2017 with a brief period at Daversa Partners and holds a Series 66 designation. Outside of his advisory role, Feighan provides mediation services to divorcing couples and has completed continuing education to receive certification in mediation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal advice.

Santo Briganti is a CFP® with 48 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. Outside of his advisory role, he is involved in real estate ownership in Hartsdale, New York. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Matthew Thompson is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Potomac Financial Private Client Group and Carradice Wealth Advisors. Thompson is also involved in paraplanning through VMCK Associates, Inc. Ameriprise offers 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 provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Robert Feighan is a CFP® with 34 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. Outside of his advisory role, Feighan serves as an expert witness on financial planning in divorce cases and owns several business entities related to his practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Corrado Dell'aglio is a CFP®-designated financial advisor with Ameriprise, based in Valhalla, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he serves as a principal of Valhalla Summit Associates Inc., a company involved in real estate lease holdings for Ameriprise advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach emphasizes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Angela Fitzgibbon is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise in various capacities since 1991. 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 advice focused on retirement income planning, using in-house research and third-party data to support clients approaching or in retirement.

Eric Leimgruber is a CFP®-designated financial advisor with 30 years of industry experience, currently with Ameriprise in Valhalla, NY. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Justin Dell'aglio is a CFP® with 10 years of industry experience, currently serving clients at Ameriprise in Valhalla, NY. He has been with Ameriprise since 2018, including its affiliated entities, and previously worked at Renthop from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.