Melville, NY 200 Broadhollow Rd Office

Bryant Weintraub is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. 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 written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameriprise since 2016, including its predecessor entity Ameriprise Financial Services. Prior to that, he was with Wells Fargo Advisors from 2009 to 2016. 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 retirement-income planning, utilizing proprietary research and third-party data to provide detailed recommendations on asset allocation and withdrawal strategies.

Donna Huber is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 63 designation and previously worked at Signalert Asset Management LLC for 24 years. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Matthew Mandell is a financial advisor with Ameriprise in Melville, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mandell serves on the Board of Directors for Appliance World. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Lawrence Schimel is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering 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 provide tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Prendamano is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Bank of America, and Merrill. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice primarily for clients holding assets in Ameriprise-managed accounts.

Patrick Tiernan Jr. is a financial advisor with Ameriprise based in Fort Salonga, NY, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC from 2009 to 2016 and Ameriprise Financial Services, Inc. from 2016 to 2020. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian White is a CFP® professional with 21 years of experience in financial advising. He has worked with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise is a large institutional firm offering a retirement-income planning service tailored for clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Tracey Landry is a financial advisor at Ameriprise with over 30 years of industry experience, including a long tenure at Signalert Asset Management. She holds the Series 66 designation and is based in Long Beach, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Jeshiva is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jeshiva has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Jeffrey Kemp is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Christopher Mirandi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. He has been with Ameriprise since 2016, working across both the LLC and Inc. entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides tailored retirement income planning through written reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Kathleen M Di Meo is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She previously worked at Wells Fargo Advisors LLC before joining Ameriprise Financial Services in 2016. 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 ongoing retirement planning advice and customized recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Philip Basile is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, he worked at Wells Fargo Clearing and has experience in other business sectors including equipment rental and alarm services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing advice focused on reliable income and tax-efficient withdrawal strategies.