Langhorne, PA Corporate Dr E Office

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Stacey Heikkila is a financial advisor with Ameriprise in Phoenixville, PA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise since 2010. Outside of her advisory role, she manages an advisory business through RXG Management LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karen Machin is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Ameriprise Financial and KPMG, LLP. She serves on the Board of Directors for Philly Financial Literacy Week and participates on its planning committee. 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 retirement-income planning advice through a collaborative, non-discretionary process utilizing proprietary research and third-party data.

Misty Carroll Devine is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameriprise and its affiliates since 2017, including prior experience at Creative Financial Group. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves a broad client base and provides advisory, brokerage, and insurance solutions through a large institutional platform.

Charles Ingulli Jr. is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 credential. His prior roles include positions at Hornor Townsend & Kent Inc and several other firms. Outside of advising, he is involved in community service as a borough councilperson in Langhorne, serves as president of Filitalia Bucks County, teaches as an adjunct at Holy Family University, and owns a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Terence Kita is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nina Ingulli is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ingulli serves on the advisory council of the McNulty Institute. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.