Garden City, NY 1001 Franklin Ave Office

Brian Emery is a CFP® and ChFC® with 24 years of experience in financial advising. He has been with Ameriprise since 2005 and is currently based in Point Lookout, NY. Emery serves on the Board of Directors for the Point Lookout Civic Association, where he is involved as CEO and Park Project Coordinator. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports.

Rhonda Sossner is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has previously worked with Commonwealth Financial Network, Avantax Investment Services, and several entities named Strickoff Financial Services. Outside of her advisory work, she serves as Treasurer and Secretary of a retail hardware store. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a combination of proprietary research, third-party data, and algorithmic tools.

Matthew Brennan is a financial advisor with Ameriprise in Point Lookout, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include work at Talentwave and independent trading, as well as a position with the Town of Hempstead. He serves on the Board of Directors for the Point Lookout Park Project as Treasurer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to deliver personalized retirement income advice.

James Barlow is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he maintains an inactive real estate broker license. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant assets, through its retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kwan Rok Kong is a financial advisor with Ameriprise in Great Neck, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2018. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, offering comprehensive 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 tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Pierangelo Bonda Riva is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and EisnerAmper, as well as time spent as a full-time student at Fairfield University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning reports and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within a structured product ecosystem.

Efrain Fernandez is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior experience includes roles at Edward Jones, a funds distributor, and Mirae Asset. Outside of finance, he manages the finances of a hair salon and performs as a musician in a corporate and wedding band. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that collaborates with advisors to provide ongoing, tax-aware withdrawal strategies.

Alexis Lynch is a financial advisor with Ameriprise Financial Services LLC, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Prior to joining Ameriprise, Lynch worked at UBS Financial Services for nine years and Morgan Stanley for three years. 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 detailed retirement income planning and ongoing advice, using a combination of proprietary research and external data to guide tax-aware withdrawal strategies and Social Security options.

Zakia Benzoubeier is a financial advisor with Ameriprise, holding Series 65 and Series 66 designations and bringing 19 years of industry experience. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and HSBC Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary investment research and third-party data to deliver personalized recommendations.

Joan Smaldone is a financial advisor at Ameriprise with 39 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2021, she worked at Morgan Stanley from 2018 to 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Evan Fischer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. 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.

Vincent Ferrara Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. He is based in Massapequa, NY. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria. The firm provides written recommendation reports addressing income, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis in its approach.

Eugene Armieri is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 50 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as the treasurer on the Board of Directors of the Kiwanis Club of Garden City. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

John Levitt is a financial advisor with Ameriprise in Syosset, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Axa Advisors for 17 years before joining Ameriprise Financial Services Inc and later Ameriprise. Outside of advising, he serves on the Board of Directors for The Sophia Vasalmos Foundation, practices estate law as an attorney, and is an independent movie producer. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and integrates algorithmic automation overseen by specialized committees.

Kelly Derer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2026. Prior to joining Ameriprise, Derer worked at Edward Jones for 11 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to provide written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, with a focus on managing assets within Ameriprise accounts.