Matthew Rotella

John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

Bradley Kaplan is a CFP® with 28 years of industry experience, currently serving at Kaplan Wealth Management, Inc. since 1997 and associated with LPL Financial since 2013. He holds Series 63 and Series 65 licenses. Kaplan Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $83.4 million on a discretionary basis for about 214 clients. The firm offers comprehensive financial planning and discretionary wealth management, tailoring portfolios primarily through mutual funds, ETFs, and a blend of fundamental and technical analysis across diversified investment strategies.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Altitude Capital Management since 2015. He also operates Sjolund Financial Services, which he founded in 2003. In addition to advisory work, Sjolund is licensed as an insurance agent and dedicates up to 30% of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm’s approach is tailored to client goals and risk tolerance, offering discretionary portfolio management and consulting without account minimums.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory role, he works as an independent contractor selling life and health insurance products. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that utilizes both fundamental and technical analysis to tailor portfolios to client needs.

David Raymond is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Great Valley Advisor Group since 2015 and has also been associated with LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in assets and serving individual, high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and comprehensive financial planning, utilizing both in-house and third-party strategies alongside ongoing portfolio monitoring and reviews.

Richard Callahan is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Great Valley Advisor Group, LLC. He has been with Great Valley since 2014 and has also worked at LPL Financial Corporation since 2008. In addition to his advisory work, he owns a CPA firm providing tax and accounting services. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning, utilizing both in-house and third-party strategies with ongoing monitoring and annual reviews.