John Philip Fredrick

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.

Austin Neary is a financial advisor at Plan2 Prosper LLC in Andover, NJ, holding a Series 66 designation with 18 years of industry experience. He founded Plan2 Prosper LLC in 2009 after a year at UBS Financial Services. Plan2 Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an academic research-driven investment approach, constructing diversified portfolios through mutual funds and ETFs tailored to clients' goals, with recommendations delivered on a non-discretionary basis.

Matthew Donovan is a financial advisor at Whitetail Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2015 to 2021 before retiring for a year. Donovan also operates as a licensed insurance agent, dedicating approximately 20% of his time to that activity. Whitetail Wealth Management provides discretionary and non-discretionary asset management services tailored to client goals, time horizons, and risk tolerances. The firm uses fundamental analysis and may employ third-party sub-advisors with discretionary authority in managing client portfolios.

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.

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.

Francis Den Dulk is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at AEM Asset Management, LLC since 2020 and previously at RRBB Asset Management, LLC from 2017 to 2020. AEM Asset Management, LLC provides investment advisory services to individuals, charitable organizations, and corporations, offering discretionary portfolio management and financial planning. The firm uses a combination of third-party money managers and model portfolios across various asset classes and employs both technical and fundamental analysis tailored to client objectives.