Glenn Van Gieson is a CFP® with 32 years of industry experience and has been with Penn First Advisors since 1993. He serves as president of Penn First Indemnity Company, managing the agency and selling insurance products. Penn First Advisors provides financial planning and investment management to individual clients, focusing on cash flow, insurance, employee benefits, retirement, taxes, and estate preservation. The firm emphasizes asset allocation, diversified portfolios, tax-aware strategies, and manages client assets on a non-discretionary basis.

Ron Frazier is a CFP® professional with 18 years of experience, operating Frazier Wealth Management in Tannersville, PA. He previously worked under the Frazier Group Financial Services and managed his own advisory services since 2014. Frazier is also an Enrolled Agent and owner of EZ1040 Tax Service, providing tax preparation and tax resolution services. Frazier Wealth Management serves individuals, high-net-worth clients, businesses, foundations, charitable organizations, and trusts with wealth management, investment advisory, and financial planning services. The firm uses both fundamental and technical analysis to build portfolios managed on a non-discretionary basis, incorporating long-term holdings alongside short-term trades and option strategies.

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

Nicholas King is a financial advisor at Targeted Financial Planning LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at TJB Wealth Management LLC, Financial Research Associates, Inc., Sei, BDO, and Pinnacle Financial Planning LLC. Targeted Financial Planning LLC provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and government entities. The firm employs a range of analytical techniques and both long- and short-term strategies, managing client accounts directly with discretionary authority and requiring asset custody at SEI Private Trust Company.

Richard Welch is a financial advisor at Academy Wealth Advisers, LLC in Pocono Pines, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Academy Wealth Advisers since 2011. Academy Wealth Advisers provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, businesses, and institutional clients. The firm’s investment approach is based on fundamental analysis and an asset-allocation framework aimed at balancing risk and return with a long-term orientation, while allowing for shorter-term trades as needed.

Susan Gabor is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Financial Planning Hawaii, Inc. and has previously worked at Ameriprise Financial Services, Inc. for 17 years, among other firms. Financial Planning Hawaii, Inc. offers comprehensive financial planning and investment advisory services to individuals, families, and small businesses across the country. The firm emphasizes academic-based investment strategies, primarily using passive core equity allocations and fixed-income ladders, and provides both discretionary portfolio management and fee-only planning services.

Terry Danish is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and ERISA fiduciary services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, utilizing a range of analytical approaches and instruments, and maintains closer ties to broker-dealer and insurance activities compared to many enterprise peers.

Travis Mattson is a financial professional at Vicus Capital, Inc. with experience at several firms including Mass Mutual Investors Services and Primerica Advisors. He holds a Series 65 designation and has been active in the financial services industry since 2019. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club in Stroudsburg, PA. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm uses a combination of fundamental and technical analysis across multiple strategies and provides both discretionary and non-discretionary portfolio management along with specialized fiduciary consulting services.

Edward Caruth is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at National Asset Management, National Securities Corporation, Bank of America, and Merrill Lynch. Outside of his advisory role, he is president of Twin Flame Energy LLC, a company focused on Healy-related products marketing. B. Riley Wealth Advisors manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and a combination of proprietary and third-party asset allocation models.

William Adamski Jr. is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He previously worked at New England Securities for 15 years before joining Vanderbilt in 2020. Outside of advisory services, Adamski is also an insurance agent specializing in fixed insurance and annuities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with strategic asset allocation, and integrates retirement-plan consulting and administration services alongside its advisory offerings.

Yvonne Reitemeyer is a ChFC® credentialed financial advisor with 18 years of industry experience. She is currently affiliated with Vicus Capital, Inc. and has previously worked with FRM Financial Group, Cetera Wealth Services, and Frailey Insurance and Financial Services. Outside of her advisory work, she serves as Chair of the Board of Trustees at Warren County Community College and is involved in local environmental and political committees. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, combining fundamental and technical analysis with multiple strategy approaches and providing specialized fiduciary consulting alongside standard advisory offerings.

James Di Gesu is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Belpointe since 2019. Outside of his advisory role, he is involved in tax preparation through a separate business, AM TAX PLANNING. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by a network of advisors and affiliated businesses.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Mutual of Omaha Investment Services since 2016 and also works with Mutual of Omaha Insurance Company, where he is an insurance agent specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Timothy Young is a financial advisor at Great Valley Advisor Group, LLC with over seven years of experience. He holds a Series 65 designation and has worked previously at How Can We Help LLC and the Warren County Prosecutor's Office. Outside of his advisory role, he is involved with How Can We Help LLC, an active business venture. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm employs a client-specific, multi-sourced investment approach, utilizing both in-house and third-party strategies along with ongoing portfolio monitoring and annual reviews.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Luca Riccioni is a financial advisor at Key Investment Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services, KeyBank, First Niagara Bank, and LPL Financial. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and maintains committees to oversee third-party managers and program suitability.

David Dahan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jerome Sorrentino is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2015, he has been affiliated with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and employs multiple risk profiles to tailor investment solutions.

Josiah Grauso is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2013. He is also associated with American Senior Coordinators, where he meets with clients to discuss their financial situations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Joseph Hamoui is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, SEI Investments, and LPL Enterprise. Outside of advisory work, he is also involved as a financial professional in a non-variable insurance agency. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via a variety of model portfolios and managed account strategies.