Johnny Dawson is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is the owner of johnn(y)ie, LLC and author of a memoir focused on mental health challenges faced by veterans and athletes. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to deliver tailored recommendations.

Matthew Johnson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses. He has been with Ameriprise since 2025 and has prior experience at Biltmore Family Office, LLC, as well as an educational background that includes roles at The Ohio State University and Sinclair Community College. Outside of finance, he co-owns Johnson.Johnson Landscaping LLC, a landscaping and yard maintenance business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jason Palmer is a financial advisor with Ameriprise in Sandusky, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked for RIVERSOURCE DISTRIBUTORS INC for 12 years before joining Ameriprise in 2024. Palmer serves as Secretary on the Dublin Jerome Marching Band Board, a nonprofit organization associated with Dublin City Schools. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, algorithm-assisted recommendations focusing on income sources, tax efficiency, and Social Security options.

Helen Colon is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she owns and manages HMC Holding LLC, a business focused on managing her practice expenses. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Aaron Singleton is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of his advisory role, he is a managing partner of a CPA firm, JL4K Holdings LLC dba AMS ProServ, providing tax preparation and planning services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with offerings that include a specialized Premier Retirement Income service, which provides personalized retirement planning and tax-aware withdrawal strategies.

Jacob Larrison is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.