Jason Gilbert is a financial advisor with Ameriprise in Powell, OH, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he is a co-owner of a business entity that manages office expenses for a shared workspace. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing non-discretionary, research-based recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with professional oversight and emphasizes investments in affiliated funds as part of its comprehensive advisory, brokerage, and insurance solutions.

Jesus Maldonado is a Series 66-credentialed advisor with Ameriprise in Columbus, OH, and has six years of industry experience. Prior to joining Ameriprise in 2021, he held positions at American Honda Motor Company and Honda North America. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Jeremy Smythe is a financial advisor with Ameriprise in Grove City, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Katherine Taylor is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Shade on the Canal, Ohio University, and Teays Valley High School. She also holds a real estate license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to generate tailored recommendations delivered through a centralized consulting team.

Howard Slutsky is a financial advisor with Ameriprise in Gahanna, OH, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Principal and Avantax Advisory Services, and he owns a tax preparation business, Howard W. Slutsky CPA, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income recommendations.

Julia Osborn is a financial advisor with Ameriprise in Columbus, Ohio, holding a Series 66 designation and one year of industry experience. She previously worked at JP Morgan Chase for five years and was employed at Miami University for four years. Osborn is also involved with COLAMP LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

David Rothstein is a Series 66-licensed financial advisor with Ameriprise Financial Services in Columbus, OH, bringing nine years of industry experience. He has served at Ameriprise since 2017 and previously worked at Ohio University. Rothstein is a member of the Ohio University Department of Finance Advisory Council and chairs the Investment Committee for the Foundation Planned Giving Committee at JewishColumbus. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates internal investment research and third-party data within a product ecosystem that includes affiliated sub-advised options and managed accounts.

Brad Johnson is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 22 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 independent insurance brokering focused on long-term care with Mutual of Omaha. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Jeff Gilbert is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and over 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Zach Powell is a CFP® and ChFC® professional with nine years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Nationwide Investment Services Corp. Powell is also involved in managing an advisory business outside of Ameriprise through Colamp LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that focuses on retirement-income planning through written Recommendations and ongoing advice.

Ryan Romer Jordan is a financial advisor with Ameriprise in Hilliard, Ohio, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved as treasurer of Ill Mannered Brewing Company, a nano brewery in Powell, Ohio. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shawn Mccoy is a Certified Financial Planner® with 29 years of industry experience. He has been with Ameriprise since 2009, currently serving as a financial advisor at the firm. Outside of his advisory role, he is involved with a business ownership entity related to property management. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, primarily for clients who maintain accounts managed by Ameriprise.

Mark Randall is a financial advisor with Ameriprise in Plain City, Ohio, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Randall is also involved in business ownership activities outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through its affiliated companies.