York, PA 3995 E Market St Office

Robert Lloyd Jr. is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He serves on the Board of Directors for the York County Estate Planning Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to prepare personalized recommendation reports through a centralized consulting team.

Alexis Dettinger is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and two years of industry experience. She has prior experience in education, including roles at Red Lion School District and Central York School District. Outside of advising, she coaches varsity and junior varsity girls lacrosse at Central York High School and serves as a member and non-voting co-chair of the membership committee for the Rotary Club of York - North. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Nakhaiya Jacobs is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, Jacobs attended The Pennsylvania State University and Hanover Senior High School. 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 dependable income sources and tax-aware withdrawal strategies.

Vyotta Hawk is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her primary role, she is involved with LPPO, LLC as a financial advisor and investment manager. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Jacob Mendoza is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Mendoza is a board member of the Kaltreider-Benfer Library in Red Lion, PA. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, supported by a centralized consulting team.

Dane Burkholder is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he serves as president and board member of the Ephrata Gridiron Club and is involved in several business ventures, including a wellness service using AI technologies for athletes. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies. Its retirement-income program combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations.

Robert Cleary is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in York, PA. He has been with Ameriprise and its affiliated entities since 1987. Cleary also manages his practice through Cleary & Associates LLC, where he is the owner and managing director. 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 recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Barrick is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barrick works as a freelance youth soccer match official. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a centralized team that provides written recommendation reports based on proprietary research and third-party data.

Cole Brillhart is a financial advisor at Ameriprise with Series 66 registration and three years of industry experience. He has been with Ameriprise since 2022 and has prior experience working at Lewis University and the Northeastern School District. Outside of his advisory role, he is also involved with LPPO, LLC, serving as a financial adviser and investment manager. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning and written recommendation reports, utilizing proprietary research, third-party data, and algorithmic tools.

Jeffrey Reynolds Jr. is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. His prior work experience includes roles at Independence Beer Garden, Temple University, FedEx, and Subway. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Hoffmann is a financial advisor with Ameriprise in York, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoffmann is involved in multiple business ventures including serving as Chief Operating Officer of MJ Hoffmann LLC and co-owning WHW Aviation Holdings, LLC, a private charter and organ transplant jet services company. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Alexander Sahaydak is a Series 66-licensed financial advisor at Ameriprise in York, PA, with one year of industry experience. Prior to joining Ameriprise in 2025, he spent four years at The Pennsylvania State University and has additional experience in education at Liberty High School and Nitschmann Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized 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.

Scott Stephan is a financial advisor with Ameriprise in Lancaster, PA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Chief Operating Officer of GSCO LLC and is a board member at large for the Penn Manor Education Foundation. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawals. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Lehman is a financial advisor with Ameriprise in New Cumberland, PA, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Lehman owns a charter business, JW Charter, in New Cumberland. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Wai Au is a CFA® charterholder and Series 66 licensed advisor with Ameriprise in York, PA, bringing four years of industry experience. Prior to joining Ameriprise in 2022, Wai worked at Volvo Group and served in various roles including positions in education and the arts. Wai is also involved with LPPO, LLC, providing financial advisory and investment management services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm employs a collaborative approach using proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.