Powell, OH Hidden Ravines Dr Office

J Alexander is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and bringing 52 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily focusing on assets held in Ameriprise Managed Accounts.

John Reymann is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and $500,000 in Ameriprise-managed accounts, delivering non-discretionary, research-based recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Amy Stimmel is a financial advisor with Ameriprise in Hebron, Ohio, holding 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the All Starz Gymnastics Boosters Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Charles Reymann is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Outside of his advisory role, he serves as an ambassador for the Charles and Salome Reymann Foundation, volunteering to support its Board of Directors and advocate for its cause. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides clients with written Recommendation Reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Klayton Kenney is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience starting in 2024. Prior to joining Ameriprise, he held positions in various industries including retail and real estate, and maintains a real estate license. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

John Natale is a financial advisor at Ameriprise with 12 years of industry experience. He has held roles at JPMorgan Investment Management and Diamond Hill prior to joining Ameriprise in 2020. Natale is a co-owner of Cortile, LLC, which manages Ameriprise business activities. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Maxwell Prentis is a financial advisor with Ameriprise who holds a Series 66 credential and has five years of industry experience. His prior roles include positions at Merrill and Merrill Lynch. Outside of finance, he has been involved in real estate ownership unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, third-party data, and algorithmic tools to provide tailored recommendations.

Max Mollaun is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at JP Morgan and Facet Wealth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Carbetta II is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Carbetta has served as past chairman of the Dicke College of Business Advisory Board at Ohio Northern University and holds leadership roles in several business and community organizations. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, written recommendation reports through a centralized consulting team.

Kristen Welcome is a financial advisor with Ameriprise in Delaware, OH, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2007. Outside of her advisory role, she engages in freelance writing, creating both fiction and non-investment-related non-fiction content for potential monetization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Suzanne Sweeney is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, The Huntington Investment Company, JPMorgan Securities LLC, FSC Securities Corp, and Vorisek Financial. 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 Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Walke is a financial advisor with Ameriprise in Columbus, OH, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.