Daniel Edward Ortman

Ariel Kauffman is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at The Wealthcare Clinic, LLC, where he has worked since 2026. His prior experience includes roles at Solitude Financial Services, AssetMark Financial, and The Vanguard Group. The Wealthcare Clinic, LLC is a fee-only registered investment adviser providing discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based approach incorporating Modern Portfolio Theory and constructs portfolios with a variety of instruments including ETFs, equities, REITs, and crypto-related products, while employing technology such as AI tools under human supervision.

Michael Kauffman is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at The Wealthcare Clinic, LLC, an independent firm he joined in 2026. Prior to that, he held roles at NewRetirement Advisors, LLC, Solitude Financial Services, Inc., and Charles Schwab, among others. Kauffman also provides financial planning services through NewRetirement, Inc. dba Boldin. The Wealthcare Clinic, LLC is a fee-only registered investment adviser offering discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm employs a goals-based investing approach incorporating Modern Portfolio Theory and uses a variety of investment vehicles while maintaining limited use of margin and leveraging technology with human oversight.

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 at Benjamin F. Edwards Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Wachovia Bank, N.A. Outside of his role at Benjamin F. Edwards, he is involved with Lakenorth Investment Group, LLC, where he provides investment advice as an independent contractor. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, implementing portfolios through a combination of internal portfolio managers, affiliated broker-dealer solutions, and third-party managers.