Thomas Matthew Schuch

Austin Taylor is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. The firm manages approximately $8.63 million in discretionary assets for a limited client base including individuals, trusts, charitable organizations, corporations, and certain institutional clients. Bow Stream Investments focuses on deep fundamental research in microcap and small-cap U.S. stocks, maintaining concentrated portfolios typically holding ten or fewer positions and employing strategies such as options and short sales as part of its investment approach.

Edward Rainford is the sole advisor at GlacierWealth, an independent investment advisory firm based in Whitefish, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 22 years with GlacierWealth. GlacierWealth provides discretionary and non-discretionary investment management and integrated financial planning primarily for individual clients, while also serving charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a Risk Tolerance Assessment to guide investment policy and applies a combination of asset allocation, fundamental, technical, and quantitative analysis in managing client portfolios.

Kristin Hetzer is a CFP® with 42 years of industry experience and is the principal advisor at Royal Palms Capital, LLC, where she has worked since 2005. She is also licensed as an insurance agent. Royal Palms Capital offers customized investment supervisory and consulting services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both fundamental and technical analysis across multiple investment strategies tailored to client risk tolerance and objectives.

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Alfred Matarazzo is a financial advisor with Main Line Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long-term roles at FSC Securities Corporation and Main Line Financial Advisors LLC. Outside of finance, he is a passive partner in a craft spirits distillery and has served on nonprofit and industrial development boards. Main Line Retirement Advisors serves individual investors, including high-net-worth clients, and corporate retirement plan sponsors, providing discretionary wealth management and comprehensive financial planning. The firm manages portfolios primarily on a discretionary basis, combining fundamental and technical analysis, options strategies, and third-party manager allocations.

Andrew Coco is a Series 65-licensed advisor with seven years of industry experience. He has worked at Piedmont Capital Management, LLC since 2024 and previously operated Coco Enterprises, LLC for six years. Prior to his financial career, he was employed by Norfolk Southern Railroad for three years. Piedmont Capital Management is a registered investment adviser serving individual and high-net-worth clients, family offices, trusts, and other entities. The firm offers discretionary wealth management and standalone financial planning, managing approximately $200 million in client assets with an investment approach that integrates technical, fundamental, and cyclical analysis.