Fairfield, NJ Passaic Ave Office

Gary Pottinger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2016 to 2023 before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and ongoing advice. The firm’s approach includes comprehensive planning tools, restrictive enrollment criteria, and investment recommendations shaped by its affiliated product ecosystem.

Michelle Russotto is a financial advisor at Ameriprise with 29 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved with PCA Management Corp as an Associate Financial Advisor, assisting with client support. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service that includes written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its investment approach.

Frank Jaffe is a CFP® with 37 years of industry experience, currently serving at Ameriprise Financial Services since 2016. He holds the Series 63 designation and is based in Fairfield, NJ. Outside of his advisory role, he serves as Treasurer and Trustee on the Board of Directors for Congregation Ahavas Israel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement.

James Kahrar is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Ameriprise Financial Advisors Inc. He serves on the Board of Directors and Breakfast Committee at a local organization and works as an investment specialist managing portfolios for PCA Management Corp. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset thresholds, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Frank Gonnella is a Series 66-licensed advisor with Ameriprise in Randolph, NJ, having 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors for the Orange/West Orange Chapter of UNICO National and is a board member of the Alberto Institute for Italian Studies. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

Anthony Pio Costa IV is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2007, initially with Ameriprise Financial Services, Inc., and continuing through the current firm structure since 2020. Outside of his advisory role, he is involved in managing several family real estate and business entities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research and modeling with advisory support, primarily focusing on Ameriprise-managed accounts and utilizing algorithmic tools overseen by dedicated committees.

Nikolas Butkov is a financial advisor with Ameriprise in West Orange, NJ, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of advisory work, he is involved in independent insurance brokering specializing in universal life insurance. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to generate written recommendation reports, focusing on clients with Ameriprise-managed accounts and utilizing algorithmic tools overseen by a dedicated team.

Kevin Scott is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithm-driven recommendations.

Daniel Vidovich is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Ameriprise in 2017, he worked at City National Bank and RBC Capital Markets LLC. Outside of advising, he is involved in managing seasonal rental properties through his ownership interests in related businesses. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.