Orlando, FL E Robinson St Office

Christopher Hosko is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. 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, delivering written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

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 at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Fisher Investments and has a background that includes time at Florida State University and a role outside finance at Clean Juice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources 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 in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise Financial Services since 2012, including his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that addresses asset allocation, withdrawal strategies, and Social Security options.

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.