Worthington, OH 250 W Old Wilson Bridge Rd Office

Gregory Smith is a financial advisor with Ameriprise in Mount Gilead, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his primary role, he works as a paraplanner for franchise advisor James Johnson at JTJ Financial, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Kevin Clark is a financial advisor with Ameriprise in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Bank of America and Merrill from 2014 to 2018. Outside of his advisory role, Clark owns and operates Arch City Living LLC, providing professional consulting services, and Arch City Tax Services LLC, which offers tax preparation and planning. He also serves on the Financial Planning Advisory Board at Franklin University. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support these plans, with an emphasis on assets held in Ameriprise-managed accounts.

Karen Cookston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its predecessor entities since 1987. Outside of her advisory role, Cookston serves on multiple nonprofit boards in the Columbus and Buckeye Lake, Ohio areas, including Life Care Alliance and the Buckeye Lake Regional Foundation. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and a wide range of advisory, brokerage, and insurance solutions.

James Johnson is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in several business ventures, including serving as president and owner of JaDaley LLC and JaBeaux. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Benjamin Osborne is a financial advisor with Ameriprise in Worthington, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Kuplic is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fred Alger Asset Management LLC and Granite Peak Asset Management LLC. Outside of his advisory role, he is involved as a substitute teacher, performance coach, and performer at Hashtag Comedy Club, where he instructs students in comedic acting. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Joshua Nalli is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2009 and operates TTD Partners LLC, a sole proprietorship that supports his financial planning practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Courtney Moriarty is a financial advisor with Ameriprise in Columbus, OH, holding Series 65 and Series 66 licenses and bringing five years of industry experience. Prior to joining Ameriprise in 2025, she worked at Schneider Downs Wealth Management Advisors, Nationwide Investment Services Corp, Nationwide, Standard Hall, and Bob Evans. She is also involved in managing an advisory business and works as a paraplanner under supervision in a separate outside employment capacity. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and ongoing oversight.

Jaime Goubeaux is a financial advisor with Ameriprise in Powell, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a separate advisory business through M and J LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service designed for individuals with substantial investable assets. The firm integrates research, modeling, and tax-efficient strategies to provide tailored, written recommendations with an emphasis on assets held in Ameriprise-managed accounts.

James Unger is a financial advisor with Ameriprise who holds a Series 63 designation and has 42 years of industry experience. He has been affiliated with Ameriprise Financial Service, LLC since 1984 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Unger manages his advisory business through an outside entity, JEJB LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate tailored planning recommendations.

Brandt Cookston is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, following roles at Family Leisure and Ball State University. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Claire Cookston is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Cetera Investment Services and Foresters Financial Services. Outside of finance, she was involved with Amazing Joes for three years. Ameriprise Financial Services is a large 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 focused on dependable income and tax-aware withdrawal strategies.

Stephen Berardi is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Outside of his advisory role, he is associated with Balanced Family Academy, a daycare business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning and income strategies using proprietary research and algorithmic tools.