Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Adrian Mohorovich is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise in various capacities since 2014 and is currently based in Waldwick, NJ. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Angela Celso Mc Gurk is a financial advisor with Ameriprise in White Plains, NY, holding Series 63 and Series 65 designations and 32 years of industry experience. She has been with Ameriprise and its affiliate since 2005. She serves as Treasurer on the Board of Directors for the Northern Westchester Chapter of the National Charity League. 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 advice focused on dependable income and tax-aware withdrawal strategies.

Robert Berard is a CFP® with 17 years of experience in the financial industry. He has been with Ameriprise since 2008, currently serving as a financial advisor in Carmel, NY. His credentials include the Series 66 license. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily focused on assets held within Ameriprise Managed Accounts.