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.

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.

Brad Schaeffer is a financial advisor at Schaeffer Financial & Tax, LLC in Easton, PA, with eight years of industry experience and a Series 65 designation. He has worked at Crayola, LLC for 13 years and has been the owner and accountant of Schaeffer Financial & Tax, LLC since 2006, providing small business and nonprofit accounting as well as income tax return preparation. He also served at Green Pond United Methodist Church from 2017 to 2018. Schaeffer Financial & Tax, LLC offers discretionary investment management, limited-scope consulting, and accounting and tax services to individuals, families, nonprofits, business entities, estates, and trusts. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds and integrates accounting and tax services into its advisory practice.

Jonathan Guzman is a financial advisor at RANDA Wealth Strategies in Easton, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has worked at several firms including Eagle Strategies and Nylife Securities and operates several insurance brokering entities. Additionally, he owns MoneyGuia LLC, a fintech platform focused on financial education and digital content creation. RANDA Wealth Strategies offers non-discretionary portfolio management and tiered financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm provides ERISA plan consulting and combines pension consulting with an affiliated insurance brokerage practice.

William Hines is a financial advisor at Emancipare Investment Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Money Coach Group, Inc. and International Business Machines Corporation. Outside of his advisory role, he is president of Wild Lake LLC, a publishing entity from which he receives royalty income for his past writings. Emancipare Investment Advisors provides comprehensive, advice-only financial planning and guidance to individual and high-net-worth clients. The firm employs a holistic planning approach and emphasizes passive, diversified investment recommendations, while also offering educational workshops and using flat or hourly fees instead of percentage-based billing.

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.

Grady Moshay is a financial advisor at Emancipare Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Exxon Mobil for 28 years before retiring in 2024. Emancipare Investment Advisors provides comprehensive financial planning and ongoing guidance to individual and high-net-worth clients, focusing on holistic, full-scope plans that cover a wide range of financial topics. The firm operates on an advice-only basis, delivering written plans and recommendations while clients retain discretion over transactions and service providers.

Jesse Pellegrino is a financial advisor at IAM Advisory LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Investment Advisors Asset Management, LLC and Royal Alliance Associates, INC. since 2016. IAM Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term strategic asset allocation framework combined with a tactical overlay, employing low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

James Bartolacci is a financial advisor with Iam Advisory LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Iam Advisory since 2020 and previously spent 14 years at Royal Alliance Associates and 16 years at Investment Advisors Asset Management, LLC. Iam Advisory LLC provides wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of long-term strategic asset allocation with a tactical overlay, using low-cost mutual funds, ETFs, and individual securities selected through returns-based statistical analysis and qualitative manager review.

Daryl Okken is a financial advisor at MTM Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with MTM Financial Group and its related entities since 2009. MTM Financial Group serves individual and high-net-worth clients, as well as pension and nonprofit endowment plans, providing discretionary portfolio management and financial planning. The firm employs a comprehensive investment approach that includes fundamental, technical, charting, and cyclical analysis, tailoring portfolios to client-specific factors such as income, tax considerations, and risk tolerance.

Frank Stettner is a CFP® with 34 years of industry experience, currently serving at Valley National Advisers Inc. He has been with affiliated firms Valley National Group Inc and Valley National Investments, Inc. since 1991. Outside of his advisory role, he is involved in overseeing the financial aspects of a commercial real estate business. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting with a multi-strategy investment approach.

Daniel Christenson is a financial advisor at Sandbox Financial Partners, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Sandbox Financial Partners since 2019, following a three-year tenure at Kelly Financial Services. Sandbox Financial Partners provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds individualized portfolios using a mix of active and passive mutual funds, ETFs, individual equities, and fixed income, and integrates financial planning into ongoing client relationships.

Jacob Millen is a financial advisor at Valor Investments and Planning LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Leaders Group Inc, Royal Alliance Associates, and MetLife Securities Inc. Outside of his advisory role, Millen serves as a part-time CFO for RMO Solutions LLC. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets, typically constructing portfolios through third-party managers, mutual funds, ETFs, and individual securities aligned with client objectives and risk tolerance.

Stephen Gooditis is a CFP® professional with 37 years of industry experience, currently serving as an advisor at IAM Advisory LLC since 2020. He previously worked at Royal Alliance Associates, Inc. for 14 years and Investment Advisors Asset Management, LLC for 16 years. Outside of his advisory role, he provides notary services and offers guidance on Medicare supplement programs and various insurance products. IAM Advisory LLC offers wealth management, discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm combines a long-term strategic asset allocation with tactical adjustments, utilizing a mix of low-cost mutual funds, ETFs, and individual securities selected through statistical analysis and qualitative review.

Gregory Grillo is a financial advisor with MTM Financial Group, LLC in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. MTM Financial Group serves individual and high-net-worth clients, as well as pension and nonprofit endowment plans, providing discretionary portfolio management and financial planning. The firm employs a documented Investment Policy Strategy tailored to each client's income, tax considerations, time horizon, and risk tolerance, using a combination of fundamental, technical, and cyclical analysis.

Chad Rupprecht is a financial advisor at MTM Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and previously worked for Volkswagen Group of America and VW Credit, Inc. Outside of his advisory role, he provides notary services in Bethlehem, PA. MTM Financial Group serves individual and high-net-worth clients, as well as pension and nonprofit endowment plans, offering discretionary portfolio management and financial planning. The firm constructs portfolios using a combination of fundamental, technical, charting, and cyclical analysis, with regular account reviews and written client reports.

Thomas Blachek is an investment advisor at Valor Investments and Planning LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Albemarle Capital Management and Purshe Kaplan Sterling Investments. Blachek is also the Chief Investment Officer at Valor Capital Management LLC, where he focuses on building investment models and strategy execution. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews and rebalancing aligned with client objectives and risk tolerance.

Thomas Rutherford is a financial advisor with Valor Investments and Planning LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Albemarle since 2004 and joined Valor Investments and Planning in 2024. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews aligned to client objectives and risk tolerance.

Joseph Digangi is a CFP® with 19 years of experience currently serving as a financial advisor at Amicus Financial Advisors, LLC. His prior roles include work with ELANA Advisory Services, LLC and several affiliated ELANA companies, where he has also been involved in settlement planning and franchising activities. Outside of his advisory work, he is a 90% owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive strategies, managing approximately $511 million on a discretionary basis.