Constantine Kalivas is a financial advisor at Ameriprise with 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise managed accounts.

Christopher Kalivas is a Series 66-licensed financial advisor with Ameriprise in Stamford, CT, where he has worked since 2017. He has seven years of industry experience and is involved with Team Dizzy, a game development and book publishing venture where he designs content, produces web videos, and helps organize related events. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.