Oaktree Advisors LLC

Louis Hershman is an investment advisor representative at Oaktree Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2013, following a 16-year tenure at PKS Investments and a recent position at Madison Avenue Securities. He is also a licensed insurance agent offering fixed annuities and life insurance products. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policy statements with diversified asset allocations.

Paul Eichman is a CFP® professional with 16 years of industry experience, currently serving as an Investment Advisor Representative at Oaktree Advisors LLC. He has been with Oaktree Advisors since 2013 and has prior experience at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Eichman also holds insurance licenses and is involved in sales of insurance products through Oaktree Advisors. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policies with diversified asset allocations.

Daniel Nemeth is a financial advisor at Oaktree Advisors LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at McDermott Investment Services LLC and Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios according to written investment policy statements and asset-allocation guidelines.

Trudy Fearon is a financial advisor at Oaktree Advisors LLC with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2016, with prior experience at Lombard Securities Inc. In addition to her advisory role, she is the proprietor of Truly Trudy's Sweets & Treats, a business specializing in candy, chocolates, and baked goods. Oaktree Advisors LLC provides personalized investment management and integrated financial planning for individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm implements portfolios based on written investment policy statements and asset-allocation guidelines, offering a range of investment vehicles and coordinating trust administration services when needed.

John Pelcheck is a CFP® professional at Oaktree Advisors LLC with over 19 years of industry experience, including a long tenure at The Philadelphia Trust Company before joining Oaktree Advisors in 2025. He is based in Coopersburg, PA. Oaktree Advisors LLC provides personalized investment management and integrated financial planning services to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a diverse client base, including high-net-worth and non-HNW individuals, and employs written investment policy statements and asset-allocation guidelines to implement portfolios.

Benjamin Eichman is a financial advisor at Oaktree Advisors LLC with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling and Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and integrated financial planning services to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a broad range of households, including high-net-worth clients, and implements portfolios based on written investment policy statements and asset-allocation guidelines.