Keith Faggionato is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates KF2022, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering tailored recommendation reports that incorporate detailed income, Social Security, and tax strategies. As a large institutional firm, Ameriprise delivers a broad array of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Walker is a financial advisor with Ameriprise in Perrysburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Outside of his advisory role, he co-owns Quinn's Tax Service, LLC, a tax preparation business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a research-driven, model-supported approach to retirement income planning.

Daniel Kunos is a financial advisor with Ameriprise in Perrysburg, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Financial Design Group, Minnesota Life, and Securian Financial Services. He is also the owner of DEK2022, LLC, a legal entity established to support his practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Lambert is a financial advisor with Ameriprise Financial Services in Perrysburg, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2016 and previously worked at H&R Block from 2014 to 2018. Outside of his advisory role, Lambert serves as a trustee on the Lucas County Mental Health and Recovery Services Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement-income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Zach Steinmetz is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mansour Wealth Management and The Andersons Inc. Outside of his advisory work, he is involved with Pro Golf Fairways, assisting with golf simulators and cash handling. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm serves clients with significant investable assets through a centralized consulting team that delivers algorithm-assisted, non-discretionary recommendations.

Christopher Kec is a financial advisor with Ameriprise in Maumee, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 1999. Outside of his advisory role, he is co-owner of Quinn's Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Walker is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he performs clerical duties for a separate business entity, COW 2021, LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Deana Furfaro is a Series 66 licensed financial advisor with Ameriprise in Perrysburg, OH, and has three years of industry experience. Her prior work includes a four-year role with the Sylvania Historical Village and two years at CISP. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.