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John C

Series 63

Independence, OH

Ameriprise

John Collier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, Collier serves on the Advisory Board for the University of Akron Economics Department and is a member of Collier and McMain LLC, an expense-sharing entity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rosalie S

Series 66

Independence, OH

Ameriprise

Rosalie Scafidi is a financial advisor with Ameriprise in Willowick, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate since 2001. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Heather P

Series 63, Series 65

Independence, OH

Ameriprise

Heather Pospisil is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley and E*Trade before joining Ameriprise. Heather has a business ownership interest in HP LLC, which is used exclusively for her Ameriprise income. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning through written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christina T

Series 66

Independence, OH

Ameriprise

Christina Taylor is a financial advisor with Ameriprise in Independence, OH, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Golden Reserve RIA, Bank of America, and Merrill Lynch. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing tax-aware retirement planning advice. The firm’s approach combines internal research and third-party data to focus on dependable income sources and asset allocation strategies within a defined investment universe.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christian H

Series 63, Series 65

Independence, OH

Ameriprise

Christian Hammer Huber is a financial advisor with Ameriprise in North Royalton, OH, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is the owner and founder of Double H Services, LLC, a consulting business, and participates in ridesharing on a limited basis. He also engages in fractional ownership of artwork and collectible wines. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Danny S

Series 66

Independence, OH

Ameriprise

Danny Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Skrbis serves on the Board of Directors for Slovenska Pristava and is the Camp Director for Camp Pristava, a Slovenian Catholic summer camp for children associated with local Slovenian schools and communities. Ameriprise is a large institutional firm providing retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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April M

Series 66

Independence, OH

Ameriprise

April Mcmain is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a 50% member of Collier and McMain LLC, an expense-sharing business entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John M

Independence, OH

Ameriprise

John Marics is a financial advisor with Ameriprise in Mentor, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1985. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations tailored to clients’ needs.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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