Kathleen Houseman

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.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 credentials with three years of industry experience. He previously worked at Edward Jones and has experience with Borden Creations LLC. He is also a licensed insurance agent. BDB Wealth Advisors provides portfolio management, financial planning, and pension consulting to individuals and employer-sponsored plans. The firm combines cyclical, fundamental, and technical analysis with modern portfolio theory and offers discretionary trading authority to implement client-specific allocations.

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.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own financial advisory and insurance businesses since 1994. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life and long-term care insurance as well as fixed annuities and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting to individual clients, delivering tailored reports and bundled planning products. The firm does not manage client assets directly but supports implementation through third-party managers and conducts educational seminars and workshops at no charge.

Michael Summers is a CFP® with 41 years of industry experience, currently serving at Investment Research Corp. He has been affiliated with World Capital Brokerage, Inc. since 2008. Summers is also the owner of Summers Financial Planning and Investments, where he focuses on investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to both individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad product range, including equities, debt securities, and mutual funds.