Westbury, NY Stewart Ave Office

John Merendino is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of a real estate business unrelated to investments. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to create tailored, algorithm-supported recommendation reports.

Meaghan Cody is a financial advisor with Ameriprise Financial Services, holding Series 66 and Series 65 designations and 10 years of industry experience. She has been with Ameriprise since 2014, working within both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through detailed Recommendation Reports and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Robert De Stefano is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is involved in managing a business entity that handles practice expenses. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Thomas Palkovich is a financial advisor with Ameriprise in Bellmore, NY, holding a Series 63 designation and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing his practice through his business ownership of T. A. P. One Management Inc. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with specific asset criteria, offering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, while also offering a broad range of advisory, brokerage, and insurance solutions.

Joseph Liana is a financial advisor with Ameriprise in Massapequa, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in business ownership related to real estate management. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Naples III is a financial advisor at Ameriprise with five years of industry experience. He has worked at Ameriprise since 2020 and previously spent 11 years with The Metropolitan Opera. Outside of his advisory role, he occasionally works as a stagehand in lighting, carpentry, or props departments for productions at venues such as Radio City Music Hall and Broadway. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Stallone is a financial advisor with Ameriprise in Smithtown, NY, holding a Series 63 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Stallone also performs administrative activities for another Ameriprise advisor outside of his primary role. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.