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 sole advisor at Houseman Financial LLC in New Freedom, PA. She holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding Houseman Financial LLC, she worked at McCormick & Company, Inc. for 28 years. In addition to her advisory role, she is employed as a financial consultant and tax professional at William T Houseman CPA, focusing on accounting and tax services. Houseman Financial LLC provides investment supervisory services primarily for pooled vehicles and institutional clients, including retirement plans and 401(k) arrangements, along with financial planning, consulting, and public educational seminars. The firm employs a fundamental, value-driven investment approach with a long-term focus and offers discretionary portfolio management through third-party managers.

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 40 years of experience in the financial services industry. He holds Series 63 and Series 65 designations and has worked at his current firm since 2018, following prior roles at Gradient Securities and Kreiner Financial Group, Inc. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life insurance, long-term care insurance, fixed annuities, and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting primarily to individual clients, focusing on comprehensive plan reviews covering estate planning, taxes, retirement income, Social Security, and college planning. The firm does not manage client assets directly but offers account evaluation, coordinates with professionals, and refers clients to third-party investment managers when appropriate.

Sam Beritela is a financial advisor at Sunlight Peaks Financial Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Sunlight Peaks since 2021, following prior roles including a year at WMS Partners and periods of self-employment. Outside of advising, Beritela is involved with Outlier Realty Capital, providing financial and corporate strategy consulting in real estate investment. Sunlight Peaks Financial Partners serves a small, family-oriented client base, typically accredited investors with at least $1 million in investable assets. The firm offers investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model focused on buy-and-hold strategic asset allocation and detailed due diligence on private funds.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked at Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of advising, he is involved in insurance sales, tax preparation, and serves as a FINRA arbitrator. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses, employing both discretionary and non-discretionary portfolio strategies through multiple platform custodial arrangements.

Edward Hurlock Jr. is a CFA® charterholder with 35 years of industry experience. He has served at Sowell Management since 2022 and previously worked for Nesher Wealth, United Income, Inc., and Calvert Investment Counsel, where he spent 30 years. Outside of his advisory role, he is President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, Inc., a low-income senior housing organization. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management and financial planning services. The firm employs multiple management styles and offers a range of investment solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with firms like Affinity and Rayliant.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Jeffrey Rogers is a Series 66-licensed advisor with BFC Planning, Inc., where he has worked since 2014. He has 16 years of industry experience and also serves as a Shrewsbury Township Supervisor, overseeing local management and infrastructure. Outside of his advisory role, he operates Rogers My CFO, LLC, providing outsourced CFO and controllership services along with insurance sales. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and trusts through about 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, and employs investment strategies involving stocks, bonds, mutual funds, and ETFs.

Brittany Coburn is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Truist Bank and Truist Investment Services, as well as positions in the hospitality sector. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Thomas Baldwin is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2023. Baldwin is also associated with Ilgenfritz Financial Group, where he engages in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, and financial planning services.

David Polischeck is a CFP® professional with 27 years of experience in financial advisory. He has worked at Creative Planning since 2018 and previously spent three years with Raymond James & Associates. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Christopher Maas is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Empower Financial Services, Prudential Investment Management Services, Prudential Insurance Company of America, PNC Wealth Management, and Wells Fargo Clearing. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term objectives, supplemented by various active and passive investment options.

Jason Zephir is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Ameriprise Financial Services, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates while serving a large participant base relative to its advisor headcount.

Russell Jensen is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

Crhistian Vasquez is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Ilgenfritz Financial Group. Outside of his advisory role, he is the owner of Golf Lovers, LLC, a business focused on research and development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for over 127,000 clients across more than 440 advisors.

Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.

Glen Dryden is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Nationwide Investment Services Corporation from 2010 to 2022 and positions at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, offering both implemented managed portfolios and non-discretionary recommendations to a large client base.