Jeffry Ambrose

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.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

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.

EXPERIENCE & EXPERTISE Mitchell is the founder of Dyer Private Wealth Management & Financial Consults Group, LLC d/b/a Dyer Private Wealth Management, a Registered Investment Advisor in the State of Maryland. Mitchell provides his clients with safe, affordable, and precise solutions to fit their financial needs. Mitchell gained experience from strong mentors and other CERTIFIED FINANCIAL PLANNERS® before branching off to start his own firm. Mitchell works with clients in a caring and thoughtful way, helping them to grow with compassion and understanding. COMPANY MISSION Mitchell's vision of DPWM includes a practice filled with like-minded individuals with the same goal, to assist the community. His client base consists of those who require premium level expertise and the highest level of analytics and attention. As his team and company grows, he ensures the level of integrity and comfort among both clients and employees remains high. His practice was built on passion and love for the industry, coupled with his extensive technical knowledge and care for others. EDUCATION B.S. from Towson University in Molecular Biology, Biochemistry, & Bioinformatics CERTIFIED FINANCIAL PLANNER® Life, Health, Accident, & Sickness Insurance Producer - No Commissionable Products Sold Active FINRA licenses: Series 7 & Series 63 - No Association With Broker Dealer Active NASAA licenses: Series 65 OUR PHILOSOPHY We can utilize our skillset to help others and at our firm that skill relates to financial wellbeing. The community needs experts who can cater to all individuals regardless of their financial status, and we aim to just do that, this means we have no asset minimums. We improve clients finances so they can live fulfilling lives, and we see our job to help them reach that fulfillment. WHY I LOVE DYER PRIVATE WEALTH This firm started from an idea and a passion, and the willingness to aim for something larger than one individual’s goal. It started from the ground up with integrity and belief, coupled with an exceptional financial skillset that has gotten us to where we are today. Our firm, our clients, and our soon to be growing team will all participate in something larger than ourselves with the sole intent of making a positive impact for others along the way.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own financial advisory and insurance businesses since 1994. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life and long-term care insurance as well as fixed annuities and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting to individual clients, delivering tailored reports and bundled planning products. The firm does not manage client assets directly but supports implementation through third-party managers and conducts educational seminars and workshops at no charge.