Saint Petersburg, FL Office

George Sadowski is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise in various capacities since 2009 and is based in St. Petersburg, Florida. 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 recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

David Thompson is a Certified Financial Planner® at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors for Fourth Street Condominiums and has involvement in a family-operated Smoothie King franchise. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Matthew Miller is a CFP®-credentialed financial advisor with Ameriprise in St. Petersburg, FL, and has four years of industry experience. He has held various roles including positions at the University of Wisconsin-Whitewater and independent business ownership. Outside of financial advising, he is involved in a cardboard box sales business and is a member/partner at BEM Capital Partners, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, typically requiring significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Skonicki is a financial advisor at Ameriprise in Saint Petersburg, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing 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 deliver tailored, non-discretionary recommendations through a centralized consulting team.

Graham Edwards II is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in consulting and business ownership with entities focused on dental practice partnerships and dental real estate management. 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 ongoing retirement-income planning advice, incorporating tax-aware strategies and proprietary research tools.

Barth Morreale is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved with GJC Legacy and Associates, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement recommendations.

Thom Newcomb is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns and operates several small businesses, including a beverage distribution company and an entity managing a distribution agreement for an energy drink. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning that integrates research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Thomas Temeyer is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2021. Prior to that, he spent nearly two decades at Franklin Templeton Financial Services and Franklin Templeton Distributors. Outside of advising, he serves as the 2nd Vice President on the board of Rummells Farms Inc., where he is involved in decisions related to farmland management and custom farming. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.