Bradenton, FL Office

John Lynch is a financial advisor at Ameriprise with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lynch serves on the board of directors for the Panter Legacy Group, a nonprofit organization. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sandra Cutcliffe is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of her advisory role, she serves on the Board of Directors for America's Boating Club of the Bradenton Area. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and offers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Stevens is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. He has held positions at Ameriprise since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2020. Outside of his advisory role, Stevens serves as an assistant tennis coach at Wayne State University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on income sources and tax-aware withdrawal strategies.

Phillip Esteban is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise Financial Services and Avatar Insurance. Esteban is also involved with SNE Operations LLC in an associate financial advisor capacity. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shannon Klug is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® and Series 63 designations and having 31 years of industry experience. Prior to joining Ameriprise in 2021, she worked at Royal Alliance for 10 years. In addition to her advisory role, Klug serves as President and CEO of Blumark Financial Advisors, where she oversees the vision and direction of the financial planning practice. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Shawn Layne is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is involved with FrankCrum, a third-party payroll company, as a leased employee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset thresholds, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients with Ameriprise-managed accounts.

Anthony Langello is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Langello serves on the Board of Directors for Palm Lakes HOA in Tallevast, FL. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Christopher Gleber is a financial advisor with Ameriprise in Kenner, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Gleber is a past president of the Financial Planning Association of Louisiana. He is also involved as a managing member and CFO in an e-commerce business venture, BNC Group LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven recommendations with algorithmic tools and personalized financial advice. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Zarlenga is a financial advisor with Ameriprise in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 1992. Outside of his advisory work, he manages an equestrian and agricultural business, Z Ranch Equestrian, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and emphasizes the use of managed accounts in its planning approach.

Stephen Bucknam is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as CEO and managing partner of SNE Operations LLC, providing management and operational support to an Ameriprise financial practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team.

John Palotas is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 1991. Outside of his advisory work, he has involvement in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Kevin Henneman is a financial advisor with Ameriprise in Phoenix, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Primary Residential Mortgage Inc. Henneman is involved in charitable activities, including organizing an annual golf event benefiting the Folds of Honor Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.