Stephen Garrett is a CFP® with 13 years of experience in financial advisory services. He has worked at Ameriprise and Ameriprise Financial Services, LLC since 2026, following previous roles at The Huntington Investment Company and Morgan Stanley. He is based in Columbus, OH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Anthony Fidelibus is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2026, he worked for The Huntington Investment Company for 17 years and Fifth Third Securities, Inc. for 5 years. He serves on the board of advisors for 3bfellowship, a nonprofit organization. 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 customized retirement income planning based on proprietary research and tax-aware withdrawal strategies.

Andrew Kessinger is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fleet Feet Sports, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory role, he serves as a girls soccer coach at Upper Arlington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Joseph Leonetti Jr. is a financial advisor at Ameriprise with 29 years of industry experience, including 28 years at The Huntington Investment Company. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Vice President of the Orange Baseball Boosters and coaches 8th grade baseball at Berkshire Middle School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides tailored, tax-aware withdrawal strategies and ongoing advice.