Toledo, OH 5954 Renaissance Place Office

Brian Becker is a financial advisor at Ameriprise with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of his advisory work, Becker hosts a podcast discussing current events, films, and popular culture. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cathy Snyder is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and formerly with Ameriprise Financial Services, Inc. from 2005 to 2020. She operates out of Whitehouse, Ohio. In addition to her advisory work, she has business ownership related to real estate management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Kenneth Close is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Toledo, OH since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is the CEO and sole owner of K.C. Films, LLC, a movie production company. Ameriprise is a large institutional firm providing retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Jason Harsh is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved with the Ohio Chamber of Commerce. 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 clients approaching or in retirement with customized advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Wagoner is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Wagoner serves on the Board of Directors for the Sylvania Athletic Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Suzanne Martin is a financial advisor with Ameriprise in Toledo, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth individuals through a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Vedo Candiello is a financial advisor with Ameriprise in Perrysburg, OH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Benjamin Boros is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity Investments and various positions outside the financial sector. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mark Kruse is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he owns a retail business in Toledo. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

John Ruppel Jr. is a financial advisor with Ameriprise in Toledo, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Whispering Pines North Sub-Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice through a centralized team working with advisors.

Barbara Wagoner is a financial advisor with Ameriprise in Sylvania, Ohio, holding a Series 63 designation and 45 years of industry experience. She has been with Ameriprise and its predecessor firms since 1980. Outside of her advisory role, she owns Wilson Rae Properties, an LLC that manages commercial suites in Toledo, Ohio. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Johnson is a CFP® with 34 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years and has operated Kosler Lawn & Landscape since 1988. He has also been affiliated with the University of Toledo for 40 years. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Lenell Horton is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including independent contractor positions with Pensa Systems and as a caddie for over a decade. Horton also serves as a paraplanner for A2 Business LLC, managing advisory business operations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized retirement income planning service focused on dependable income sources and tax-aware withdrawal strategies.

John Lung is a financial advisor with Ameriprise in Toledo, OH, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized retirement-income consulting team in partnership with client advisors.