Exton, PA Springdale Drive Office

Michael Bacchini is a financial advisor with Ameriprise in Glenmoore, PA, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at AXA Advisors from 2006 to 2017 before joining Ameriprise Financial Services and then Ameriprise. Outside of his advisory role, he owns OBH Enterprises LLC, a manufacturing and distribution business, and serves on the board of Fiorenza's Food For Friends, a community organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Jaclyn Kane is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Ameriprise in Exton, PA. Her prior experience includes positions at LPL Financial, Gibraltar Wealth Management, Bernardo Wealth Planning, and Brinker Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Edward Staudenmayer is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate for over 20 years. Outside of his advisory work, he is the owner of a retail business called Hawk Ventures. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies.

Cody Gross is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he serves on the Penn Tau Alumni Board of Sigma Phi Epsilon Fraternity and is involved with the West Chester University Marching Band as part of the instructional and coaching staff. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation approach.

Dawson Muth is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services and MassMutual Life Insurance Co. Outside of finance, he has worked as a caddy at Applebrook Golf Club for over ten years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with a written recommendation report and ongoing advice.

Louis Burnley is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory work, Burnley is involved in business management through Mile Marker 255 LLC and serves on the board of the Killinger Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin Pohlig is a financial advisor at Ameriprise Financial Services with 11 years of industry experience. He holds the CFA® designation and Series 63 registration. Prior to joining Ameriprise, he worked at Global X Management Company and Foreside Fund Services, LLC among other firms. Ameriprise Financial Services is a large and diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Dimitry Belokopyty is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2010. He serves on the Planning Commission for Thornbury Township in Chester County, advising on land development matters. 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 written reports and annual advice focused on income sources and tax-aware withdrawal strategies.