Ron L Frazier

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.

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.

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.

Terry Danish is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following a three-year tenure at JHS Capital Advisors, LLC. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active management strategies.

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.