Jorge De La Cruz

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.

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

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.

Jonathan Guzman is a financial advisor at RANDA Wealth Strategies in Easton, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has worked at several firms including Eagle Strategies and Nylife Securities and operates several insurance brokering entities. Additionally, he owns MoneyGuia LLC, a fintech platform focused on financial education and digital content creation. RANDA Wealth Strategies offers non-discretionary portfolio management and tiered financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm provides ERISA plan consulting and combines pension consulting with an affiliated insurance brokerage practice.

Jason La Vigne is a CFP® professional with 24 years of industry experience. He is the principal of Blue Water Financial Investor Coaching, LLC and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of his financial advisory work, he is also a part-time actor. Blue Water Financial serves individual and high-net-worth clients, as well as corporations and business entities, focusing on portfolio management with allocations to Matson Money funds and related mutual funds. The firm operates independently without taking custody of client assets and generally acts in a non-discretionary, co-advisory capacity.