James Joseph Di Gesu

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 work history includes positions at TJB Wealth Management LLC, Financial Research Associates, Inc., Sei, BDO, Pinnacle Financial Planning LLC, and Bloomsburg University. Targeted Financial Planning LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm’s investment process is guided by documented Investment Policy Statements and incorporates a variety of analytical methods, including charting, fundamental, quantitative, technical analysis, and modern portfolio theory, while employing both short- and long-term trading strategies with occasional use of margin, short sales, and options.

Richard Welch is a financial advisor with Academy Wealth Advisers, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Academy Wealth Advisers since 2011. The firm provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts and estates, corporations, businesses, and institutional clients. Its investment approach is based on fundamental analysis and asset allocation, with a long-term orientation and internal due diligence to select equities, fixed income, and cash holdings.

Travis Mattson is a financial advisor with Vicus Capital, Inc. in Stroudsburg, PA, holding a Series 65 designation and one year of industry experience. He has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Park Avenue Securities LLC. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club, a local nonprofit organization. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach includes fundamental and technical analysis with a variety of model and separately managed strategies, and it offers specialized retirement-plan consulting and fiduciary services.

Keith Scheer is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney, Merrill, and Morgan Stanley. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high client load per advisor through electronic onboarding and an Emergency Savings program.