Monroeville, PA Monroeville Blvd Office

Katelynn Powell is a financial advisor with Ameriprise in Monroeville, PA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she gained experience in various roles including digital agency work and real estate, and she is co-owner of The OnCue Collective, a musical theater workshop business for children. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Melissa Lenhart is a financial advisor with Ameriprise in Greensburg, PA, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she works as an independent consultant selling Arbonne products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining 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 a large institutional provider.

Mackenzie Powell is a financial advisor at Ameriprise with a Series 66 designation and has been in the industry since 2023. Prior to joining Ameriprise, Powell held various roles including positions at Westminster College and New Wilmington Nutrition. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ralph Powell III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he is president of Monroeville Financial Advisors, LLC, a business focused on leasing office space. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Benec is a financial advisor with Ameriprise in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, tax-efficient strategies, and algorithmic tools to produce tailored, non-discretionary recommendation reports delivered in partnership with the advisor.

Joseph Figurelli is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following two years at EY. Outside of his advisory role, he co-owns and manages operations for a tax preparation business, Tax Man Joe LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources. The firm integrates proprietary research and third-party data in its recommendations, with an emphasis on clients meeting specific asset criteria and utilizing Ameriprise-managed assets.

Anthony Figurelli is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of advisory work, he holds ownership in a business called Zipmia, LLC, established for estate planning purposes. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Figurelli is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 32 years. Outside of his advisory role, he is involved in business ownership through Figurelli & Associates. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.