Jodi Lee Bowman

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of directors for West Shore Young Professionals, a nonprofit organization. Victus Wealth Management provides asset management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm uses a combination of third-party model portfolios and in-house oversight, offers public seminars, and conducts account reviews at least annually.

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.