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Bradley M
Series 63, Series 66
Crestview Hills, KY
Ameriprise
Bradley Mc Elwain is a financial advisor with Ameriprise in Alexandria, KY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2020. He also manages an advisory business through River Hills Consulting Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, delivering personalized, research-driven retirement income recommendations through a centralized consulting team.
Andrew J
Series 66
Crestview Hills, KY
Ameriprise
Andrew Jostworth is a financial advisor with Ameriprise in Crestview Hills, KY, holding a Series 66 designation and six years of industry experience. He previously worked at THOR Investment Management Inc. for five years before joining Ameriprise. Outside of his advisory role, he serves as an assistant freshmen football coach at Archbishop McNicholas High School. 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 retirement income planning through a collaborative, non-discretionary process using proprietary research and third-party data.
Emily B
CFP®, Series 66
Crestview Hills, KY
Ameriprise
Emily Butler is a CFP® and Series 66-registered advisor with Ameriprise, based in Crestview Hills, KY. She has experience working at Ameriprise since 2026, following roles at Fifth Third Bank and The Lawrence Firm. Butler also managed Kid Kovers LLC for sixteen years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.
Crystal G
Series 63, Series 66
Crestview Hills, KY
Ameriprise
Crystal Griggs is a financial advisor with Ameriprise in Florence, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. She previously worked at Amazon in 2017 and has been with Ameriprise since 2015. Outside of her advisory role, she works as an infant teacher at Pathways Learning Academy. Ameriprise is a large institutional firm that offers retirement-income planning services targeting clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.
Gavin S
Series 66
Crestview Hills, KY
Ameriprise
Gavin Sustarich is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Kroger and held positions at Eagle Creek Country Club as well as at Grant County High School and Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized retirement income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Scott C
CFP®, Series 66, Series 63
Crestview Hills, KY
Ameriprise
Scott Custis is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with Ameriprise and has previously worked at firms including DC Capital Management LLC, Money Scientific, UBS Financial Services, and Fidelity Investments. Custis also manages an advisory business through River Hills Consulting LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Joseph T
Series 66
Crestview Hills, KY
Ameriprise
Joseph Troy III is a financial advisor at Ameriprise with 20 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, he manages River Hills Consulting Services LLC, which provides administrative services for a private wealth advisory practice within Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and personalized recommendation reports.
Karl D
CFP®, Series 63, Series 65
Crestview Hills, KY
Ameriprise
Karl Diebold is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior roles include positions at U.S. Bancorp Investments, Pruco Securities LLC, The Prudential Insurance Company of America, and Horan Securities, Inc. He is also employed as a financial advisor at River Hills Consulting Services LLC. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering comprehensive written Recommendation Reports that incorporate income analysis, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools with personalized advisory services to deliver these plans.
Charles R
Series 66
Crestview Hills, KY
Ameriprise
Charles Regan is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments. Outside of his advisory role, he serves as an assistant soccer coach at Goshen High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.
Tosha T
Series 66, Series 63
Crestview Hills, KY
Ameriprise
Tosha Thompson is a financial advisor with Ameriprise in Crestview Hills, KY, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to Ameriprise, she worked at JPMorgan Chase Bank and JP Morgan Securities from 2016 to 2018. Outside of her advisory role, she serves as Director of Operations at River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.
Kiley B
Series 66
Crestview Hills, KY
Ameriprise
Kiley Byrne is a financial advisor with Ameriprise in Cincinnati, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Byrne worked briefly at Honeybaked Ham and Cigna, and has served as a client service associate at Riverhills Consulting Services LLC. Byrne is also affiliated with Archbishop McNicholas High School. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations, supported by a centralized consulting team.
Stacie K
Series 66
Crestview Hills, KY
Ameriprise
Stacie Key is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she provides administrative services as a paraplanner for River Hills Consulting Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research and modeling with tax-efficient strategies and integrates algorithmic automation in its advisory process.
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