Rohan Iyer is a financial advisor at Ameriprise in Williamsville, NY, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in education at Syracuse University and Nichols School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Gregory Oguich is a financial advisor at Ameriprise with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Boy Scout Troop 411 in Buffalo, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Grad is a financial advisor with Ameriprise in Williamsville, NY, holding Series 63 and Series 65 designations and having 46 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 sources and tax-aware withdrawal strategies.

Paul Di Pirro Jr. is a financial advisor with Ameriprise who holds a Series 66 designation and has 19 years of industry experience. He has worked with Ameriprise and its affiliates since 2005 and is also involved with Buffalo Wealth Partners. Outside of his advisory role, he has administrative duties with a partnership entity and is a member of a real estate entity that owns office space used for his financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Nicholas Pellicore is a Series 66-licensed financial advisor with Ameriprise in Buffalo, NY, and has 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is a co-owner of a real estate business in Williamsville, NY. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations delivered through a centralized consulting team in partnership with financial advisors.

Timothy Lilley is a financial advisor at Ameriprise Financial Services with 42 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2016. Outside of advisory work, he serves on the Board of Directors for Spectrum Health Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with investment options influenced by affiliated product partnerships.

Daniel Wilkinson is a financial advisor with Ameriprise in Clarence Center, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including over 20 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Wilkinson serves on the Board of Directors for Lutheran Charities of Western New York. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team in partnership with clients' financial advisors.

Michael Makula is a financial advisor with Ameriprise in Buffalo, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic tools overseen by specialized committees to support its advisory approach.

Anthony Mancuso is a CFP® and ChFC® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing two limited liability companies, AVM Batavia, LLC and DJHAVM, LLC, which are not related to investment activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Miskey III is a CFP®-designated financial advisor with Ameriprise, based in Lancaster, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the non-voting advisory committee for the St. Francis of Assisi School Endowment & Chapel Fund. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.