John Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and Youngstown State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach combines proprietary research and third-party data within a defined investment framework, serving clients with specific asset minimums.

Austin Shortreed is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, he worked at Youngstown State University, Avalon Golf & Country Club, and Lakeview Local Schools. 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 personalized written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.