Scott Heess is a CFP® and ChFC® with 15 years of industry experience. He has been with Meridian Asset Management, LLC since 2010. Meridian Asset Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm employs active portfolio management and strategic asset allocation, often allowing clients to retain final trade approval, and incorporates niche allocations to manage correlation during market stress.

Rodman Young is a CFP® professional at KeyVantage Wealth Advisors with 28 years of industry experience. Prior to joining KeyVantage in 2024, he worked for 16 years at Valley National Group, Inc. He is also the Co-Founder and CEO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals and entities, including high-net-worth clients, offering investment management, financial planning, and external manager selection. The firm uses a range of investment strategies, including funds, ETFs, and alternative instruments, guided by multiple analytical approaches and professional judgment.

John Roche is a financial advisor at Roche Asset Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial LLC and Next Financial Group Inc. Outside of advising, he is involved with Roche Painting LLC. Roche Asset Management provides discretionary portfolio management and integrated financial planning to individual and business clients, managing approximately $13 million across about 70 accounts. The firm employs a mix of analytical methods and offers continuous monitoring with periodic portfolio reviews tailored to client-specific needs.

Simone Sanvito is a financial advisor at KeyVantage Wealth Advisors in Bethlehem, PA, holding Series 65 and Series 63 credentials with seven years of industry experience. Prior to joining KeyVantage Wealth Advisors in 2024, he worked with Valley National Investments, Inc. and Valley National Advisers Inc. Since 2024, he also provides tax preparation services through KeyVantage Services, LLC. KeyVantage Wealth Advisors is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as trusts and estates. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a range of investment strategies and asset classes tailored to client objectives.

Joshua Roche is a financial advisor at Roche Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2025 and Next Financial Group Inc from 2014 to 2025. Outside of advisory services, he is involved in tax preparation and accounting through Number Crunch Tax Solutions LLC. Roche Asset Management, LLC provides discretionary portfolio management and integrated financial planning to individual and business clients. The firm employs a variety of analytical methods and maintains continuous monitoring and periodic reviews to tailor investment strategies to client-specific needs.

Jonathan Ritter is a CFP® with six years of industry experience, currently serving as a financial advisor at KeyVantage Wealth Advisors. He previously worked at Valley National Advisers Inc., Valley National Investments, Inc., Milestone Financial, and McQueen Ball and Associates, Inc. Outside of advising, Ritter is a Senior Financial Planning Specialist providing tax preparation services through KeyVantage Services, LLC. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and external money manager selection, employing a mix of fundamental, technical, cyclical, and economic analysis to guide portfolio decisions.

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.

Donna Young is a financial advisor at Valley National Advisers Inc with 40 years of industry experience. She has been with Valley National Investments, Inc. and Valley National Group Inc. since 1989. Donna holds a Series 63 designation. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charities, corporations, and government entities, providing discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Anthony Davis is a financial advisor at Valley National Advisers Inc with three years of industry experience. He holds a Series 66 designation and has prior work experience with firms including A Better Way Financial, LLC and LPL Enterprise. Outside of advisory work, he prepares individual tax returns and answers tax questions through his role at H&R Block. 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 primarily on a discretionary, asset-allocation basis and offers services including estate analysis, retirement plan consulting, and private fund due diligence, utilizing third-party platforms and incorporating tax-aware strategies and AI into its advisory process.

Corey Frost is a financial advisor at A Better Way Financial, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at SEI Investments Company from 2018 to 2025 and was a full-time student from 2016 to 2018. A Better Way Financial serves individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers financial planning, discretionary portfolio management, and access to hedge fund investments for eligible clients, using tailored plans and regular account reviews as part of its investment process.

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.

Linda Yeager is a CFP® professional with seven years of experience in financial advising. She is currently with Tiller Private Wealth, Inc., where she has worked since 2019 through its predecessor entities. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness.

Steven Pardonner is a financial advisor at WJL Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Outside of advising, he is a product manager at Vonage Holdings Inc. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive funds and emphasizes client approval before trade execution.

Alison Ehret is a financial advisor with Morton Brown Family Wealth LLC, holding a Series 65 designation and beginning her industry career in 2024. Prior to joining Morton Brown, she worked at Citizens Bank and Raymond James & Associates, Inc., with earlier experience at Merrill. She is part of a seven-advisor team based in Allentown, PA. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates. The firm manages approximately $483 million through discretionary investment management and financial planning services, employing fundamental analysis and a diversified portfolio approach that includes equities, fixed income, mutual funds, ETFs, and selectively utilized private investment funds.

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.

Brycen Holland is a financial advisor at O'Hagan Group, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Accenture and Baker Tilly. His career also includes four years at Cornell University. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on a growth-and-value investment approach that emphasizes companies with strong balance sheets. The firm manages portfolios on a discretionary basis with continuous monitoring and formal reviews, serving clients with a range of assets including retirement accounts and variable life contracts.

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.

Angela Cougle is a financial advisor at O’Hagan Group, Inc. with 13 years of industry experience. She holds a Series 65 designation and has worked at Arbor Point Advisors and Kms Financial Services, Inc. prior to joining O’Hagan Group. Outside of her advisory role, she is a notary public. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, with a focus on retirement account decisions and management of assets held outside primary custodians. The firm’s investment approach combines fundamental quarterly company analysis with a growth-and-value orientation, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.

Timothy Roof is a CFP® and Series 66 holder with 20 years of experience in financial advising. He has worked with Valley National Group since 2003. 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 an individualized, primarily discretionary basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions.

Kathryn Brown is a CFP® and ChFC® with 23 years of experience in financial advising. She has worked at Morton Brown Family Wealth LLC since 2018 and previously held roles at ConnCannon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. She serves on the boards of the Allentown Chamber of Commerce, Valley Youth House, and the Lehigh Valley Community Foundation. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates. The firm manages discretionary portfolios using a mix of individual equities, fixed income, mutual funds, and ETFs, combining fundamental analysis with both long- and short-term strategies, and offers financial planning and consulting services supported by technology platforms like eMoney.