Emma Shackleford is a financial advisor at Ameriprise in Dublin, OH, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at The Huntington Investment Company, Huntington National Bank, Amazon, and Ohio University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Andrew Simons is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company for 23 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Goldsmith is a CFP® professional with 11 years of industry experience. He is currently with Ameriprise in Dublin, OH, where he has worked since 2026. His prior experience includes roles at The Huntington Investment Company, Wells Fargo Advisors, Union Bank, LPL Financial, and an earlier stint at Ameriprise. 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 dependable income sources and tax-aware withdrawal strategies.