West Chester, PA Andrew Drive Office

Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options.

Jesse Pellegrino is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. prior to joining Wealthcare. 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 financial advising approach supported by proprietary Wealthcare software and combines evidence-based, quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Maria Cacia is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at Wealthcare Advisory Partners since 2018 and LPL Financial since 2012. Outside of her advisory role, she is involved in fixed insurance sales as a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6 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 approach with an evidence-based investment framework, utilizing proprietary quantitative measures and a variety of investment vehicles to construct long-term portfolios.

James Bartolacci is a financial advisor at Wealthcare Advisory Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. 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 using proprietary Wealthcare software and a behavioral economics framework, combining passive and active investment strategies supported by quantitative and fundamental analysis.

Nathan Borrmann is a financial advisor at Wealthcare Advisory Partners LLC with a Series 66 credential and three years of industry experience. He has worked at Wealthcare Advisory Partners and LPL Financial since 2021. Prior to his advisory career, he held positions at Whitemarsh Valley Country Club and Cairn University. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through over 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 and private placement investments.

Douglas Grom is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 25 years of experience in financial markets, including time on Wall Street and the Chicago Board of Trade. Douglas specializes in helping individuals and families organize their finances and develop personalized strategies to pursue their long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. Douglas holds a Bachelor's Degree from Villanova University and is a Personal Investment Advisor (PIA). He joined Merrill Lynch Wealth Management because he shares the firm's commitment to ethics, customer care, and trust-based relationships. His investment philosophy emphasizes quality investments, diversification, and a long-term outlook. He aims to create customized strategies that clients can understand and rely on. Beyond his professional work, Douglas is actively involved in his community. He serves as Vice President on the Board of Directors of the Springfield Township Rotary Club and is a board member of the East Falls Development Corporation. As a single father of two teenage boys, he also understands firsthand the financial challenges related to college, retirement, long-term care, and estate planning that many of his clients face.

Jon Walheim is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 license and 19 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Vice President of The Walheim Group, providing accounting and tax preparation services. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

Brett Feldman is an investment advisor representative with Wealthcare Advisory Partners LLC and a registered representative with LPL Financial, holding Series 63 and Series 65 licenses. He has five years of industry experience, including roles at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Outside of investment advisory, he is involved in insurance sales through Life Brokerage LLC and Coastal Insurance Consulting, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative analysis.

Robert Crowley is a CFP® and CFA® with 37 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously led Crowley Wealth Management, Inc. for over four decades. In addition to his financial advisory work, he owns and operates The Crowley Law Firm, LLC, which focuses on estate planning and administration. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, combining goals-based planning with an evidence-based investment approach supported by proprietary tools and quantitative measures.

Kevin Brey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His prior roles include positions at TIAA-CREF, Advice and Planning Services, and Morgan Stanley. 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 proprietary Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and dynamic rebalancing.

Steven Bachmann is an advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has experience in roles including law enforcement and insurance consulting prior to entering the financial advisory field. Bachmann is also involved in community outreach through his work with the Morris County Sheriff's Office, assisting vulnerable populations via the Hope One program. 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 supported by proprietary software and quantitative metrics, combining both passive and active investment strategies and maintaining affiliations with multiple custodians and platforms.

William Corr is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc. and M.S. Howells & Co. Outside of investment advising, he is involved in life insurance and fixed annuity sales. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options and access to private placements.

Martin Minder is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2018, and has also been associated with LPL Financial since 2012. 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, client-centered planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Alison Pettine Wyshock is a financial advisor with LPL Financial in Horsham, PA, holding the ChFC® designation and Series 63 license, with 13 years of industry experience. She has worked at Wealthcare Advisory Partners LLC, LPL Financial, Penn Mutual Life Insurance Co, and Hornor, Townsend & Kent, Inc. Outside of her advisory roles, she is involved with Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and accommodates various advisory and brokerage services tailored to client needs.

Christopher Schank is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Northwestern Mutual in various capacities from 2011 to 2019 before joining Wealthcare Advisory Partners and affiliated LPL Financial in 2019. 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 uses a goals-based financial advising discipline incorporating proprietary technology and behavioral economics, offering both passive and active investment strategies along with dynamic rebalancing.