Valley National Advisers Inc

Donna Young is a financial advisor at Valley National Advisers Inc with 40 years of industry experience. She has been with Valley National Investments, Inc. and Valley National Group Inc. since 1989. Donna holds a Series 63 designation. 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, providing discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

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.

Michele Maddaloni is a financial advisor at Valley National Advisers Inc with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and TD Ameritrade in various roles. Michele is based in Bethlehem, PA. 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.

Timothy Roof is a CFP® professional with 19 years of industry experience, currently serving at Valley National Advisers Inc. since 2003. He holds a Series 66 license and is based in Bethlehem, PA. Valley National Advisers is a team-based registered investment adviser 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. Their approach includes individualized asset allocation using tools like Morningstar and Tamarac, combined with fundamental, technical, and cyclical analysis.

Ryan Mulhearn is a financial advisor with Valley National Advisers Inc. in Bethlehem, PA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Valley National Advisers since 2017, following prior roles at KMS Financial Services, Inc. and Condor Capital Wealth Management. 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, using fundamental, technical, and cyclical analysis to build individualized asset-allocation portfolios and offering a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Petrozelli is a financial advisor with Valley National Advisers Inc in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Valley National Investments, Inc. since 2011. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Michael Warch is a financial advisor at Valley National Advisers Inc with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valley National Investments, Inc., M & T Securities, and Edward Jones. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Joseph Goldfeder is a CFP® with 19 years of industry experience, currently serving at Valley National Advisers Inc. He has been with the affiliated firm Valley National Investments, Inc. since 2006. 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.

Ildebrando Cruz is a financial advisor at Valley National Advisers Inc with 17 years of industry experience. He holds the Series 66 designation and has been with Valley National Investments, Inc. since 2007. 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, providing discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Ingrid Holder is a Series 66-credentialed financial advisor with eight years of industry experience. She is currently with Valley National Advisers Inc, where she has worked since 2023, following prior roles at Merrill Lynch and PNC Investments. Outside of her advisory work, she serves as a general bookkeeper for Illumination Brewing LLC, a beer distributor. Valley National Advisers is a team-based registered investment adviser managing over $1 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and government entities, offering discretionary portfolio management and comprehensive financial planning services.

Laurie Siebert is a CFP® with 25 years of experience in financial advising. She has been with Valley National Advisers Inc since 2000. 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.

Thomas Riddle is a financial advisor at Valley National Advisers Inc with 41 years of industry experience. He holds a Series 63 designation and has been affiliated with Valley National Investments, Valley National Advisers, and Valley National Indemnity Corp for over three decades. Additionally, he serves as president of several affiliated companies providing management, tax preparation, and insurance services. Valley National Advisers is a team-based registered investment adviser 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, and retirement consulting through a range of strategies and affiliated financial services.