Daniel Edward Ortman

Ariel Kauffman is a CFP®-credentialed financial advisor at The Wealthcare Clinic with four years of industry experience. His prior roles include positions at Solitude Financial Services, AssetMark, Charles Schwab, and The Vanguard Group. He holds the Series 66 license. The Wealthcare Clinic, LLC is a fee-only registered investment adviser that offers discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based investment approach grounded in Modern Portfolio Theory and employs various investment vehicles, including ETFs and crypto-related ETPs, while leveraging technology tools such as artificial intelligence for operational support.

Michael Kauffman is a CFP® and ChFC® with six years of industry experience. He is currently with The Wealthcare Clinic and has held roles at NewRetirement Advisors, Boldin Advisors, and Schwab Private Client Investment Advisory, among others. Kauffman also provides financial planning services through NewRetirement, Inc. d/b/a Boldin. The Wealthcare Clinic, LLC is a fee-only registered investment adviser offering discretionary investment management and integrated wealth management for individuals, families, trusts, and estates. The firm uses a goals-based investment approach informed by Modern Portfolio Theory and employs a variety of investment vehicles while tailoring portfolios to clients’ objectives and risk tolerances.

Stephen Leitzell is a CFP® and ChFC® with 44 years of experience in the financial industry. He is currently with AAN Wealth Advisors LLC and has previous experience with Garden State Investment Advisory Services, Garden State Securities, and Questar Asset Management. Outside of advisory work, he is the owner of Income & Asset Preservation, LLC, which focuses on insurance sales and service. AAN Wealth Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations and ongoing oversight, working with unaffiliated subadvisors who manage discretionary portfolios.

John Chalk is a financial advisor with Trinity Portfolio Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and has a concurrent affiliation with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves on the board of a holding company for clinics, contributing to strategic planning. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm offers financial planning, consulting, and investment management services to individuals, plans, trusts, estates, charitable organizations, and business entities, employing a risk-focused, probability-based investment approach that combines various analytical methods and proprietary model portfolios.

Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.

Matthew Smith is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank, N.A. Additionally, he serves as an independent contractor providing investment advice through Lakenorth Investment Group, LLC. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a combination of in-house portfolio managers, broker-dealer affiliates, and third-party money managers.