Jeffrey Anderson Rogers

John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior experience includes roles at Edward Jones and teaching positions at Penn State and HACC. He is also a licensed insurance agent. BDB Wealth Advisors LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of cyclical, fundamental, and technical analysis along with modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and ESG overlays, for a diverse client base.

Kathleen Houseman is the principal of Houseman Financial LLC, an independent advisory firm based in New Freedom, PA. She holds a Series 65 credential and has one year of industry experience. In addition to her advisory role, she works as a financial consultant and tax professional at William T Houseman CPA, providing accounting, tax, and financial advisory services. Houseman Financial serves a select group of individual and institutional clients, including trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, fundamentally driven investment approach and offers discretionary portfolio management, 401(k) supervisory services through a third-party money manager, and financial planning and consulting. It also provides educational seminars on investing fundamentals to the public.

Thomas Bonvissuto is a CFP®, CFA®, and ChFC® credentialed advisor with 30 years of industry experience. He founded Intero Financial Planning, LLC in 2019 after previous roles including 18 years at Wilmington Trust Investment Advisors and six years at The Financial Consulate. Additionally, he serves as a trustee for Sheppard Pratt Investment Inc., reviewing investments on a monthly basis. Intero Financial Planning is an independent firm serving individual investors, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes financial planning as the basis for client work and manages portfolios using a range of model allocations, focusing on ETFs and mutual funds with a long-term, U.S.-biased investment approach.

Samrang Vattana Hai is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is the principal advisor at Belleros Capital Management, LLC, an independent firm he founded after previous roles at Partnership Wealth Management and Horan Capital Management. In addition to advisory services, he is a licensed insurance agent and dedicates part of his professional time to insurance sales. Belleros Capital Management provides investment advisory and financial planning services to individuals and high-net-worth clients, focusing on tailored asset allocation and discretionary portfolio management. The firm emphasizes aligning investment strategies with clients’ risk tolerance and time horizon, employing various techniques including technical analysis and dollar-cost averaging.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 40 years of experience in the financial services industry. He holds Series 63 and Series 65 designations and has worked at his current firm since 2018, following prior roles at Gradient Securities and Kreiner Financial Group, Inc. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life insurance, long-term care insurance, fixed annuities, and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting primarily to individual clients, focusing on comprehensive plan reviews covering estate planning, taxes, retirement income, Social Security, and college planning. The firm does not manage client assets directly but offers account evaluation, coordinates with professionals, and refers clients to third-party investment managers when appropriate.