Griffin Barriere is a financial advisor at Ameriprise Financial Services with two years of industry experience and holds the Series 66 designation. His work history includes roles at Ameriprise since 2023 and prior experience in education at Saint Anselm College, Worcester Academy, and Westboro High School. 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 combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Kevin Daley is a financial advisor with Ameriprise in Winchester, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Splitting Aces LLC, a restaurant investment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Anthony Marken is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Marken is a Series 63 license holder. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.