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.

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.

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.

Alexander Pucilowski is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CNL Securities Corp. and AXA Distributors, LLC. He also served in the Florida Army National Guard for ten years. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage services for individuals, high-net-worth clients, corporations, charities, and institutions.

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.

Andrew Cross is a Series 66 licensed financial advisor with Capital Analysts, based in Moosic, PA. He has six years of industry experience, including seven years at Lincoln Investment and eleven years at Arendt's Outdoor Services, Inc. Outside of his advisory role, he volunteers on the Finance Committee at Heritage Baptist Church, assisting with budgeting and giving statements. Capital Analysts serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, ERISA plans, and institutional clients, managing approximately $8.9 billion in advisory assets. The firm combines quantitative research and advisor consulting to construct and manage portfolios across mutual funds, ETFs, and stocks, offering both discretionary and non-discretionary investment solutions.

Alex Howe is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at PNC Investments LLC, Bank of America, Merrill, NBT Bank, and Honesdale National Bank. Outside of his advisory role, he is a co-owner of Stepping Stones Preschool and Childcare Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party strategists to implement portfolio strategies primarily via mutual funds and ETFs.

Richard Kearney is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1991. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage, utilizing a multi-channel investment platform that integrates third-party and in-house management solutions.

Joshua Espinoza is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE Capital Management, Edward Jones, and other firms. Outside of his advisory role, he is involved in Celebration Fireworks, a firework show and display business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Mary Reid is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2001. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Greg Piechota is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BASF. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via discretionary model strategies managed by PNC or third-party strategists.

Donald Wall Jr. is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2002. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and serves more than 235,000 clients through over 1,200 advisors. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Taylor Munoz is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Alan Puklin is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise, Oppenheimer, and Morse Asset Management. Capital Analysts serves a broad client base, including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, trust companies, and institutional clients. The firm combines an in-house investment management and research team that constructs model portfolios with advisor consulting and custom portfolio services, managing approximately $8.9 billion in advisory assets as of December 31, 2024.

Heather Otto is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with one year of industry experience. She has been involved with Abundant Streams Capital Group since 2018 and FPGA since 2012. Brookstone Capital Management is an SEC-registered adviser offering 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 or thrift institutions.

Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Brookstone Capital Management, Horter Investment Management, and Abundant Streams Capital Group since 2014 or earlier. Outside of investment advising, he owns and manages American Senior Coordinators, a business providing estate planning document services through an attorney. Brookstone Capital Management is an SEC-registered adviser offering 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Emily Moore is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at several firms including Raymond James Financial Services and Milestone Financial Associates. In addition to her advisory role, she holds a part-time position as a Personal Financial Counselor III providing financial education and counseling for military personnel through Magellan Federal. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other advisers, offering a range of financial planning and investment management services through both advisor-managed and programmatic strategies.