Andrew Fugazzi is a financial advisor with Ameriprise in Westerville, OH, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 1981. Outside of his advisory role, he co-owns TRLT Ventures, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Zeller is a financial advisor with Ameriprise in Westerville, OH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at The Huntington Investment Company for 11 years and Fidelity for one year before joining Ameriprise. 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 Recommendation Reports and ongoing advice. The firm uses proprietary research and third-party data to guide asset allocation and withdrawal strategies, with enrollment criteria that require a minimum level of investable assets and integration with Ameriprise-managed accounts.