Katherine Breitenstein is a financial advisor with Ameriprise in Kettering, OH, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliates since 2011, including a role at The O.N. Equity Sales Company. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ryan Schroeder is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Outside of finance, his background includes roles in education and the hospitality industry. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Philip Schrager is a financial advisor with Ameriprise in Miamisburg, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering with multiple providers. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on detailed analysis and proprietary tools.

Richard Pate is a Series 66-registered financial advisor with Ameriprise, based in Miamisburg, Ohio, and has four years of industry experience. Prior to joining Ameriprise, he worked for seven years with the Hamilton City School District. Outside of advising, he owns Honey Harvest and Hens LLC, a farming business, and serves as an assistant tennis coach at a local high school. 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 recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

John Stuckey is a financial advisor with Ameriprise in West Chester, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages administrative operations for an LLC that supports a group of Ameriprise Financial Advisors. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Amy Emrick is a financial advisor with Ameriprise in Middletown, Ohio, holding 21 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Emrick is involved in an outside business activity as a paraplanner for Centurion Holdings LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.