Conshohocken, PA Washington St Office

Brian Peers is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 2005. He is based in Gilbertsville, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm’s approach includes research-driven, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Shrinivas Penugonda is a financial advisor with Ameriprise in Harleysville, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he consults to help other financial advisors improve their productivity through his consulting businesses, Arch Group and Double K Group. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew Roesser is a financial advisor with Ameriprise in Doylestown, PA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations addressing income sources, Social Security claiming options, and tax-efficient withdrawal strategies, supported by algorithmic tools and oversight committees.

Angelo Catalano is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Ameriprise and previously worked at Bank of America, Merrill, and PNC Investments. Outside of his advisory work, he plays music as a hobby and occasionally earns income from it. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

John Banks III is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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, supported by a centralized consulting team and algorithmic tools, with a focus on assets held in Ameriprise Managed Accounts.

Robyn Rose is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Hartnett is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he serves on the board of the Financial Planning Association Philadelphia Tri-State Area chapter and the Montrose Street Condominium Association. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to generate personalized recommendations.

Sally Acosta Zarzuela is a financial advisor with Ameriprise in King of Prussia, PA, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-supported retirement income advice.

Kevin Leonard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Leonard holds the Series 66 designation and is based in Wayne, PA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Andree Hastoy Bluske is a financial advisor at Ameriprise with seven years of industry experience. Prior to joining Ameriprise in 2022, she worked at Cetera Investment Services LLC and Provident Bank. Outside of her advisory work, she is a silent member of a real estate business entity, 2 Millions LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Jennifer Blank is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise in Conshohocken, PA. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and a centralized consulting approach to deliver personalized, algorithm-assisted advice primarily for assets managed within Ameriprise.

Joseph Padula is a financial advisor at Ameriprise with 27 years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the board of directors for the Variety Club and is involved in real estate development through several business ventures. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income, Social Security, and tax strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Scott Abramson is a financial advisor with Ameriprise in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Bruce Kunkle is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Ameriprise since 2023 and previously spent seven years at Wells Fargo Clearing and four years with WELLS FARGO Advisors, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Alan Blender is a CFP® with 42 years of industry experience, currently advising at Ameriprise since 2017. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Blender’s outside interests include real estate ownership in Ft Lauderdale, FL. Ameriprise offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.