Jon Short is a CFP® professional with 26 years of industry experience. He currently works at Ameriprise Financial Services and previously spent 17 years at The Huntington Investment Company and 9 years at Merrill. He serves as a board member of the Enis Furley Foundation, a nonprofit organization assisting families facing illness or hardship. 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 written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Job Ward is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Ameriprise in 2026, he worked for 19 years at The Huntington Investment Company. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Kolis is a financial advisor at Ameriprise in Indianapolis, IN, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at The Huntington Investment Company, KeyBank, and JPMorgan Securities LLC. Outside of finance, he has experience working with Amazon Flex and a rock climbing gym. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendations and ongoing advice based on investment research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Patrick Schubach is a financial advisor with Ameriprise in Indianapolis, IN, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Huntington National Bank and The Huntington Investment Company, where he worked for a combined 17 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.