Mason Baucum is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial, Cumberland County Assessor of Property, East Tennessee Dodge, and Cumberland County High School. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term oriented portfolios.

Steven Privette is a CFP® professional with 15 years of experience in the financial industry. He is currently affiliated with Wealthcare Advisory Partners LLC and LPL Financial, having previously worked at Edward Jones for 12 years. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining both passive and active investment strategies tailored to client preferences.

Michael Freedman is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Wealthcare Advisory Partners LLC and has previous experience at LPL Financial, Independent Financial Partners, and Merrimac Corporate Securities, Inc. In addition to his advisory work, he maintains a tax preparation and planning practice. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide portfolio management.

Mark Dougherty is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC and has prior experience at Mutual of Omaha and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and proprietary planning tools.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long-term roles at LPL Financial and Fisher Retirement Services. He also works as an independent insurance agent selling fixed insurance products. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning approach supported by proprietary technology and quantitative measures.

Daniel Shevlin is a CFP® professional with 34 years of industry experience, currently advising at Wealthcare Advisory Partners LLC since 2017. He has prior experience at Private Advisor Group, LLC, LPL Financial, and Equity Services, Inc. Outside of his advisory role, he performs as a musician with the Crooked Rose Band. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary Wealthcare software and integrates behavioral economics with evidence-based quantitative metrics, applying both passive and active investment strategies.

Dominick Ammirato is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wealthcare Advisory Partners LLC. His prior experience includes roles at Brinker Capital, Orion Portfolio Solutions, and Morgan Stanley Smith Barney. He is a member of the Wilkes University Alumni Board and serves on the executive committee of the Greater West Chester Chamber of Commerce’s Next Gen group. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and a behavioral economics framework, combining both passive and active investment strategies alongside dynamic rebalancing.

Douglas Koopmann is a financial advisor at Wealthcare Advisory Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Heacock & Jones Financial Services, Inc. for 14 years. Koopmann is also engaged in insurance sales, offering life, long-term care, disability, health insurance, and annuities. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, providing wealth management, financial planning, and access to alternative investment opportunities through a goals-based, evidence-driven advisory process.

Anna Green is a financial advisor with Wealthcare Advisory Partners LLC in Charlottesville, VA, holding a Series 66 license and eight years of industry experience. She has worked at Wealthcare Advisory Partners and its affiliated teams since 2019 and previously worked at Edward Jones and Paychex, Inc. Outside of her advisory role, she coaches travel and youth softball, providing training and managing team activities. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary Wealthcare software and a behavioral economics framework, utilizing both passive and active investment strategies alongside dynamic rebalancing.

Robert Burdumy is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wealthcare Advisory Partners since 2020 and previously spent four years at Lincoln Investment Planning. In addition to his advisory role, he is a licensed insurance professional. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and metrics, combining passive and active investment strategies with dynamic rebalancing.

Lawrence Fisher is a financial advisor with Wealthcare Advisory Partners LLC in Novi, MI, holding a Series 66 license and 10 years of industry experience. He has worked with LPL Financial, LLC since 2015 and operates Fisher Retirement Services LLC. Outside of advisory roles, he is a business owner of The 99 Rise, a non-investment-related venture. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm offers wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses, utilizing a goals-based planning approach combined with an evidence-based investment framework.

Luke Shevlin is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has three years of industry experience, including roles with LPL Financial LLC. Outside of advising, he is involved in ride-share and delivery work with Uber and DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and behavioral economics, integrating both passive and active investment strategies.

Christopher Cotterell is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wealthcare Advisory Partners and its d/b/a Water Street Financial since 2016 and has also been affiliated with LPL Financial since 2016. Cotterell is a managing partner of Water Street Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and integrates evidence-based investment strategies with access to alternative and private placement investments.

Ryan Conlin is a CFP® professional with 16 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2026. Prior to this, he spent six years at IAM Advisory LLC and ten years at Investment Advisors Asset Management, LLC and Royal Alliance Associates, Inc. Conlin also operates a sole proprietorship offering life, health, and accident insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, using a combination of proprietary quantitative metrics, fundamental, technical, and behavioral analysis to guide portfolio management and planning.

Cristina Caruso is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 20 years of industry experience. She worked at Ameriprise Financial Services for 17 years before joining Wealthcare Advisory Partners in 2022. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary Wealthcare software and a behavioral economics framework, combining quantitative metrics and various analytic methods to guide both passive and active investment strategies.

Richard Bartholomew II is a CFP® professional with over 21 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held roles at Wealthcare Capital Management LLC, AdvicePeriod, LLC, and Farther. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses, offering a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics to develop long-term strategies. The firm combines quantitative metrics with fundamental, technical, and behavioral analysis, implementing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Frank Galzarano is a CFP® and ChFC® with 24 years of experience in the financial industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial and Good Life Advisors, LLC. Outside of his advisory work, Galzarano is also a musician. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based financial planning supported by patented software with an evidence-based investment approach that integrates behavioral economics and proprietary quantitative measures.

James Krause is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent, Inc, AdvisorNet Wealth Partners, and Cetera Wealth Services. He operates an independent investment advisory business through Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented software and behavioral economics with evidence-based quantitative metrics, combining passive and active investment strategies and dynamic rebalancing as appropriate.

Hongwei Liu is a CFP® professional with six years of experience in financial advising, currently with Wealthcare Advisory Partners LLC. He has prior experience at Ni Advisors Inc and operates an accounting and tax services business as a CPA. He also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance firm. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advisory approach that incorporates proprietary software and behavioral economics, combining quantitative metrics, fundamental analysis, and both passive and active investment strategies.

Jason Forsythe is a financial advisor with Wealthcare Advisory Partners LLC in West Chester, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Wealthcare Advisory Partners since 2018 and has a concurrent affiliation with LPL Financial beginning in 2013. Forsythe is also an agent at Miller's Insurance Agency, focusing on life, disability, and long-term care insurance. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning process supported by proprietary software and combines behavioral economics with quantitative and fundamental analysis to construct diversified, long-term investment portfolios.