David Smith

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.

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.

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.