Amy Balster is a financial advisor with Ameriprise in Westerville, OH, holding a Series 66 designation. She joined Ameriprise in 2025 after seven years at Keller Williams and four years at Coldwell Banker Realty. Outside of her advisory role, she serves on the Board of Directors of the Westerville Chamber of Commerce and is Treasurer of the Volley Boosters at Westerville Central High School. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-based strategies and algorithmic tools to generate personalized, tax-efficient recommendations.

Adam Wetzel is a financial advisor with Ameriprise in Columbus, OH, holding 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sarah Lawson is a financial advisor at Ameriprise with nine years of industry experience. She has worked at Ameriprise since 2014 and has prior experience at Geometry Global, 97.1 The Fan: Columbus Dispatch, and the Columbus Blue Jackets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Brian Golden is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2003. Outside of his advisory role, he serves on the Board of Directors for the TBDBITL Alumni Club, is president of the Wedgewood Place Homeowners Association, and holds finance-related positions at Prince of Peace Lutheran Church. 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 clients with written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Russell Fish is a financial advisor with Ameriprise in Delaware, Ohio, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Fish Property Management, LLC, a company that rents office space and equipment. Ameriprise offers a retirement-income planning service targeted at individuals with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.