Kelly Mathews is a financial advisor at Ameriprise with 11 years of industry experience. Kelly holds a Series 66 designation and has worked previously at The Huntington Investment Company and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Casey Daly is a financial advisor at Ameriprise in Columbus, OH, with 20 years of industry experience and a Series 66 designation. Prior to joining Ameriprise in 2026, Daly worked at The Huntington Investment Company for a combined 15 years and spent one year at Merrill. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Michelle Loftus is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 24 years of industry experience. Her career includes over two decades with Huntington Investment Company and ongoing tenure with Huntington National Bank since 1995. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews focused on income and tax-aware withdrawal strategies.