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.

Brad Schaeffer is the principal of Schaeffer Financial & Tax, LLC in Easton, PA, holding a Series 65 credential with nine years of industry experience. He has served as an owner and accountant at Schaeffer Financial & Tax since 2006 and previously worked at Crayola, LLC for 13 years. Outside of his advisory work, he has experience in small business and non-profit accounting, including tax return preparation. Schaeffer Financial & Tax provides discretionary investment management and limited-scope consulting primarily to individuals and families, as well as non-profit organizations, business entities, estates, and trusts. The firm integrates strategic asset allocation across low-cost ETFs and mutual funds with accounting and tax preparation services.

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.

William Hines III is a financial advisor at Emancipare Investment Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Money Coach Group, Inc. and International Business Machines Corporation. Outside of his advisory work, he is president of Wild Lake LLC, a publishing entity from which he receives royalty income. Emancipare Investment Advisors is an independent firm serving individual clients, including those nearing or in retirement, with comprehensive financial planning and investment consultation. The firm operates on a fee-only basis without managing client assets and emphasizes written investment guidelines and low-cost passive investments.

Grady Moshay is a financial advisor at Emancipare Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Exxon Mobil for 28 years before retiring in 2024. Emancipare Investment Advisors is a small, independent firm providing comprehensive financial planning and investment consultation primarily to individuals approaching or in retirement. The firm operates as an advice-only provider without custody of client assets, emphasizing written investment guidelines and typically recommending passive, low-cost index funds and ETFs.

Daryl Okken is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with MTM Financial Group since 2009 and The Strategic Financial Alliance, Inc. since 2010. MTM Financial Group is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and nonprofit endowments. The firm manages approximately $772 million in assets and employs a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions.

Frank Stettner III is a CFP® professional with 35 years of industry experience, currently serving at Valley National Advisers Inc. He has been affiliated with Valley National Group Inc and Valley National Investments, Inc. since 1991. Outside of his advisory role, he oversees financial aspects of a commercial real estate business. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions, utilizing third-party platforms and independent managers for asset allocation and customization.

Daniel Christenson is a Series 65-licensed financial advisor at Arca Wealth, LLC with seven years of industry experience. He previously worked at Sandbox Financial Partners LLC for seven years and Kelly Financial Services for three years. Arca Wealth, LLC is a registered investment adviser managing approximately $1.27 billion in client assets. The firm offers asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors, using a client-centered process that incorporates customized asset allocations across multiple investment approaches.

Jacob Millen is a financial advisor with Valor Investments and Planning LLC in Easton, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms, including Royal Alliance Associates, MetLife Securities, and The Leaders Group Inc. Outside of advising, he serves as a part-time CFO for RMO Solutions LLC. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive strategies through third-party managers and model solutions.

Gregory Grillo is a financial advisor with MTM Financial Group, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab and Co., and TD Ameritrade. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments with discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis across various securities and maintains individualized investment policy strategies for clients.

Chad Rupprecht is a financial advisor at MTM Financial Group, LLC with six years of industry experience and holds a Series 66 designation. Prior to joining MTM Financial Group, he worked at Volkswagen Group of America and VW Credit, Inc. for over two decades. Outside of advising, he provides notary services on a part-time basis. MTM Financial Group is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and nonprofit endowments. The firm offers discretionary portfolio management and financial planning, using a combination of charting, fundamental, technical, and cyclical analysis across various securities.

Thomas Blachek is an investment advisor with Valor Investments and Planning LLC and holds a Series 66 designation. He has seven years of industry experience, having worked at several firms including Albemarle Capital Management and The Leaders Group Inc. Outside of his advisory role, he serves as Chief Investment Officer at Valor Capital Management, where he develops and executes investment models. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, frequently utilizing third-party managers and model portfolios with a combination of active and passive strategies.

Thomas Rutherford is a financial advisor at Valor Investments and Planning LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Albemarle for three years. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, employing a combination of active and passive strategies through third-party managers and model solutions.

Joseph Digangi Jr. is a CFP® with 20 years of industry experience, currently serving at Amicus Financial Advisors, LLC. His prior work includes roles at ELANA Advisory Services, LLC, among other financial and settlement planning entities. He is also the majority owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors offers comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies tailored to each client’s needs.

Christopher Brindle is a financial advisor at Valor Investments and Planning LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Lumen Technologies, where he serves as an account manager in IT sales. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with regular reviews and rebalancing aligned with client objectives.

Michael Snyder is a financial advisor with Valor Investments and Planning LLC, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Kestra Advisory and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved in insurance sales through affiliated entities. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive investment strategies implemented through third-party managers and platforms.

Jonathan Weimer is a CFP® professional with 11 years of industry experience, currently serving at MTM Financial Group, LLC. He has held various roles at Fidelity Investments and related entities from 2015 to 2023 before joining MTM Financial Group. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets and serving individuals, pension plans, and nonprofit endowments. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management and financial planning services.

Alyssa Young is a financial advisor at MTM Financial Group, LLC with five years of industry experience. She holds the Series 66 designation and previously worked at KickCharge Creative, where she contributed articles on branding and marketing for industry publications. MTM Financial Group serves individuals, pension and profit-sharing plans, and nonprofit endowments by providing discretionary portfolio management and financial planning, using a variety of analytical techniques and trading strategies.