MTM Financial Group, LLC

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.

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.

Jonathan Weimer is a CFP® professional with 10 years of industry experience, currently serving at MTM Financial Group, LLC. His prior roles include several positions at Fidelity, spanning from 2015 to the present. 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 uses a documented Investment Policy Strategy tailored to client needs and employs a mix of fundamental, technical, charting, and cyclical analysis in portfolio construction.

Alyssa Young is a financial advisor at MTM Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at MTM Financial Group since 2021. Prior to her current role, she worked for KickCharge Creative, where she also writes occasional articles on branding and marketing for industry publications. 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 based on client-specific factors and employs a mix of fundamental, technical, and cyclical analysis, managing over $600 million in discretionary assets.

Gavin Kirsch is a financial advisor at MTM Financial Group, LLC in Bethlehem, PA, holding a Series 66 designation with approximately one year of experience. His prior work includes roles at Equitable Advisors, Northwestern Mutual, and The Strategic Financial Alliance, Inc. Outside of finance, he is involved with the Penn Basketball Club. 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 based on detailed investment policy strategies and uses a combination of fundamental, technical, and cyclical analysis, managing over $600 million in discretionary assets for roughly 1,200 clients.

Mark Belcak is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with MTM Financial Group and related entities since 2012. 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 across a broad range of investments. The firm constructs portfolios based on client-specific factors and employs a mix of fundamental, technical, and cyclical analysis, managing over $600 million in discretionary assets for approximately 1,200 clients.

Gene Dickison is a financial advisor with MTM Financial Group, LLC, holding a Series 63 designation and bringing 41 years of industry experience. He has been with MTM Financial Group since 2008 and also works with The Strategic Financial Alliance, Inc. since 2009. Outside of advisory work, he serves as president of MORE THAN MONEY, LLC, through which he hosts television and radio shows and produces financial educational content. 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, utilizing a mix of fundamental, technical, and cyclical analysis and offers regular portfolio monitoring.