Orlando, FL E Robinson St Office

Christopher Hosko is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. He is based in Winter Garden, Florida. Ameriprise provides retirement-income planning services aimed at individuals approaching 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, focusing on clients with significant Ameriprise-managed assets.

Steven Merenda is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Outside of his advisory role, he owns and operates Virtus Tax Services, LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Olivia Peretti is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Fisher Investments and Ameriprise Financial Service, LLC. Outside of finance, she has experience working with Clean Juice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joshua Russell is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and two years of industry experience. Before joining Ameriprise in 2023, he worked in construction and education-related roles. 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 through written Recommendation Reports and ongoing advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and algorithmic tools.

Russell Wilson is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Phelps is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015 and also operates Phelps Product Development LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Mark Hopler is a CFP® with 23 years of industry experience. He has been with Ameriprise since 2002, currently serving as a financial advisor in Winter Garden, FL. Outside of his advisory role, he owns and operates a retail business, Orlando Spa Oasis. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Bridgette Silverman is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AGIA, VALIC Financial Advisors, Inc., and Charles Schwab & Co., Inc. Outside of advisory roles, she is appointed as an agent to sell non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Caleb Sibley is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he owned C Sibley Golf Inc, a sports-related business, and worked in education. He also serves as the Marketing Director for Florida Firestop Systems LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, with a focus on those meeting specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.