Jane Berryman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise since 2015. Outside of advising, she serves on the Board of Directors for the Philadelphia Chapter of the Daughters of the American Revolution and acts as a chapter librarian. 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.

Sean Gold is a financial advisor with Ameriprise in Philadelphia, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2017 to 2020, as well as at Wells Fargo Clearing. Outside of Ameriprise, he serves as a primary advisor on acquisitions for Lemon Hill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Bacco is a financial advisor with Ameriprise in Philadelphia, PA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company, and was with Ameriprise Financial Services, Inc. for ten years before his current role. Outside of Ameriprise, he is an Associate Financial Advisor and financial planning analyst at Lemon Hill Capital Group, LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets and providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Adam Wisniowski is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016 and was previously affiliated with Drexel University. Outside of his advisory role, he is an Associate Financial Advisor at Lemon Hill Capital, an entity established to manage his practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered in partnership with its financial advisors.

Danny Chan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes prior roles at HSBC Securities (USA) Inc. and TD Ameritrade, Inc. Outside of his advisory work, he has non-investment-related real estate ownership activities in Philadelphia. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware withdrawal planning, supported by investment research and algorithmic analysis.

Ayesha Selden is a financial advisor with Ameriprise in Philadelphia, PA, holding CFP® and ChFC® designations and over 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Selden serves on the Board of Directors for Holy Redeemer Health System. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Timothy Sabol is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves on the board of directors for The Philadelphia Boys Choir and Chorale. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Samantha Tyndale is a financial advisor with Ameriprise, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for assets managed within Ameriprise accounts.

James Dotzman is a CFP® professional with 40 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior work includes roles at RBC Capital Markets, Oppenheimer, and Piper Jaffray Investment Management. He holds ownership interest in Lemon Hill Capital Group, LLC, a non-investment-related business involved in leasing office space. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement-income plans and ongoing tax-aware withdrawal advice. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated product options.

David Sacker is a Series 66 licensed financial advisor with Ameriprise in Philadelphia, PA, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of his advisory work, he serves on the board of directors for the Pig Iron Theatre Company and is president of the Society of Financial Service Professionals – Greater Philadelphia Chapter. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and third-party data to deliver non-discretionary, collaborative recommendations.

Lyndsey Berry is a financial advisor with Ameriprise in Philadelphia, PA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Tundidor & Weis Investment Group and Voya Financial Advisors, Inc. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing comprehensive written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning, with a focus on assets held in Ameriprise-managed accounts.

Matthew Doherty is a financial advisor with Ameriprise in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he manages an advisory business through Lemon Hill Capital Group, LLC. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations that integrate tax-efficient strategies and income planning within a broad range of advisory, brokerage, and insurance solutions.