Brian Pinto is a financial advisor with Ameriprise in Westlake, Ohio, holding a Series 63 designation and with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors and acts as pool manager for the Canterbury Woods HOA and is involved in a business ownership role with Westlake P2 Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Raymond Glinka III is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service geared toward individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Beverly Stiegele is a CFP®-certified financial advisor with Ameriprise in Westlake, OH, bringing 30 years of industry experience. She has been with Ameriprise since 2009, including her current role starting in 2020. Outside of her advisory work, she owns Beverly A Stiegele, LLC, a business focused on transitional planning activities. Ameriprise serves clients approaching or in retirement, primarily those with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Raymond Glinka is a financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its predecessor firm since 1979. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary advice through a centralized consulting team.

Sean Criswell is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate entities since 2007. Outside of his advisory role, he works as a server and bartender at Fratellos Italian Restaurant in Avon Lake, Ohio. 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 focused on dependable income sources and tax-aware withdrawal strategies.