Stephanie Kilb is a financial advisor with Ameriprise in Vestal, NY, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2011. 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 written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Kevin Kirchheimer is a financial advisor with Ameriprise in Binghamton, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is authoring a book titled "Financial Advisors Also Retire," which addresses business considerations for financial advisors planning their retirements. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Brian Derry is a financial advisor with Ameriprise in Endicott, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Union Volunteer Emergency Squad. 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 provide tailored recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jonathon Myers is a financial advisor with Ameriprise in Vestal, NY, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Myers is also the owner and managing partner of Strategic Concepts Group, LLC, which operates his Ameriprise team practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Hurd is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Edward Jones and Horace Mann Companies prior to joining Ameriprise. He serves on the Board of Directors for the Lil Hawks Wrestling Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Marco Montone is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at All Yours Coaching and Jersey Mike's, as well as employment with the Maine Endwell School District and WEIS Markets. He also attended Binghamton University from 2020 to 2024. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 non-discretionary, algorithm-assisted recommendations tailored by a centralized consulting team.

Michael Kaiser is a financial advisor with Ameriprise in Horseheads, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at RiverSource Distributors Inc for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.