Joel Matthews is a financial advisor with Ameriprise in Canfield, Ohio, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including 21 years with Ameriprise and its affiliates. Outside of his advisory role, he manages a cattle operation through Matthews Cattle Company, LLC. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, offering comprehensive, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

George Roman is a financial advisor with Ameriprise in Canfield, OH, holding the ChFC® and Series 63 designations and with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily through managed accounts.

Christina Matthews is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., and involvement with Dr. Mahar MD Inc. She has also worked in academic settings at The Ohio State University and Youngstown State University. Ameriprise Financial Services is a large, diversified 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 advice focused on reliable income sources and tax-aware withdrawal strategies.