Alexandros Pericleous is a financial advisor with Ameriprise in Lebanon, Ohio, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2020, following roles at Wright State University and Sinclair College. Outside of his advisory work, he is involved with Randin LLC in a client service capacity. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adam Pfaff is a financial advisor with Ameriprise in Beavercreek Township, Ohio, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a partner in Lowe & Pfaff Associates LLC, which manages Ameriprise business expenses. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Lauren Davies is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to this, she was employed at MaidPro from 2015 to 2019. Outside of her advisory role, she is an employee assistant at RANDIN LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kristos Pericleous is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2013. Pericleous serves on the Board of Directors for the Clock Tower Office Condominium Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Jennifer Fox is a financial advisor with Ameriprise in Springboro, OH, holding a Series 66 credential and 20 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank for a combined total of 14 years. Fox serves on the board of Family Services, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Lowe is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a partner in Lowe & Pfaff Associates LLC, a business managing Ameriprise-related expenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Madeline Cook is a CFP® and Series 66 licensed advisor with Ameriprise, bringing four years of industry experience. Her career includes roles at OSAIC, FSC Securities, and Smith, Moses & Cozad, LLC, where she also served as a registered representative. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.