Hauppauge, NY 1174 Veterans Memorial Hwy Office

Todd Petraco is a CFP® certified financial advisor with Ameriprise, where he has worked since 2005, including six years at the current firm. He has 32 years of industry experience. Outside of advisory services, Petraco is involved in managing several rental real estate properties and operates an independent contractor entity that supports his advisory practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gregory Petraco is a financial advisor with Ameriprise in Setauket, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he held roles at Akretep Inc. and Waterview Restaurant and Caterers, and worked at Miami University from 2016 to 2020. He is also employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Leo De Blasio is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2022. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Jack Cheshire is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Wind Watch Country Club, Binghamton University, Sayville Yacht Club, Brockport University, and Sayville Public Schools. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Bartolotta is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior work includes roles at RF Lafferty & Co Inc and Fulcrum Securities, Inc. He is also involved in Certainty of Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charles Justino is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked previously at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved with Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Collin Krieg is a financial advisor with Ameriprise in Stony Brook, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles related to lacrosse and education. He also manages an advisory business, Certainty of the Uncertainty, LLC, and serves as a part-time consultant supporting advisor transitions to the Ameriprise platform. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Filonuk is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Cetera and Glatman & Filonuk Wealth Management. Outside of his advisory role, he is involved in accounting and tax preparation through his ownership and treasurer position at Glatman & Filonuk CPAs PC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Evan Branfman is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He serves on the Board of Directors for the Long Island Explorium and is Treasurer of the organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-focused planning and recommendations driven by proprietary research and algorithmic tools.

Dylan Krieg is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he worked at The Harbor Crab Company for three years and has one year of experience in full-time education. He is also involved in managing his practice through a separate advisor-owned entity, Certainty of the Uncertainty, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes delivering written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Nicholas Loehle is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Bruderman Brothers LLC and Bruderman Asset Management. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by affiliated products and distribution arrangements.

Ryan La Mar is a financial advisor with Ameriprise in Sayville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Steel Ridge Advisors and has been involved with Binghamton University since 2022. He has also participated in community activities with the Sayville Yacht Club and local schools. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic tools with advisor oversight and delivers a broad range of advisory and insurance solutions through its large institutional platform.

Brendan Whitehead is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at both Ameriprise and Northwestern Mutual. His background also includes roles outside the financial industry, including positions at Sacred Heart University and Kellenberg Memorial High School. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Scott Kaufman is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise in Melville, NY. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns Lilli&Sophie Inc., an LLC established to hold a health insurance policy. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.