Melville, NY Pinelawn Rd Office

Wendy Gorman is a financial advisor with Ameriprise in Dix Hills, NY, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she also works as a client service coordinator at Larry Joseph and Associates LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lawrence Sangirardi is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 34 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 1991. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Long Island and oversees accounting activities for a business entity, Larry Joseph & Associates. Ameriprise provides comprehensive retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Mazur is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Mazur participates in a faith-based men's group focused on family and community support. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations, supported by a centralized consulting team and an emphasis on assets held in Ameriprise-managed accounts.

Nicole Mcardelle is a financial advisor with Ameriprise in West Babylon, NY, holding a Series 66 designation and 12 years of experience at the firm. She is also involved in managing an advisory business through One Ten Partners LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations.

Ira Miller is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he owns a tax preparation business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, offering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Gabrielle Cardillo is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked at Interstate Home Loan Center, SUNY Farmingdale State College, Smashburger, and Island Trees Middle School/High School. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset 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 entities.

John Creeron is a financial advisor with Ameriprise and holds a Series 63 designation. He has 42 years of industry experience, including 14 years at Raymond James Financial Services and associated firms before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized retirement-income consulting team that delivers tailored, algorithm-assisted recommendations.

Michael Beall is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at DoorDash and held various roles within the food service industry. He serves on the Board of Directors for Farmingdale State College. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, offering specialized retirement income planning through a dedicated service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Philip Von Arx is a financial advisor with Ameriprise in Rockville Centre, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation overseen by a dedicated team to generate tailored retirement advice.

Christopher Fucci is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Fucci serves on the board of directors for Inspire Arts & Music. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Martha Baumbach is a CFP®-certified financial advisor at Ameriprise with 20 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2006. Baumbach is also involved in managing payroll and practice expenses through her role with One Ten Partners, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research with tax-aware withdrawal strategies and a range of affiliated investment options.

Thomas Morra is a financial advisor with Ameriprise in Melville, NY, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 1994. Outside of his advisory work, he serves as an attorney-in-fact for fiduciary and healthcare directive purposes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Joseph Marinaccio is a financial advisor with Ameriprise in Oakdale, NY, holding CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Marinaccio is involved in a business ownership venture, Larry Joseph & Associates LLC, which manages expenses for his team practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement planning solutions.