Seth Varnhagen is a financial advisor at Fifth Set Private Wealth Management LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at North Castle Advisors, LLC for 17 years. Outside of his advisory role, he serves as the sole trustee for a family testamentary trust. Fifth Set Private Wealth Management LLC is an independent advisory firm that provides portfolio management, financial planning, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and regular portfolio reviews.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Megan Kelly is a financial advisor at Fifth Set Private Wealth Management LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at The Vanguard Group, Federmann Financial Advisors, and Kutztown University. Fifth Set Private Wealth Management LLC is an independent advisory firm serving individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory-based approach, focusing on diversified asset-class allocations and customized portfolios, and manages approximately $160 million in assets.