Jaclyn Cornelius is a CFP® with 20 years of industry experience, currently serving at KeyVantage Wealth Advisors since 2024. She previously worked at Valley National Group for 17 years. Outside of advisory work, she is co-owner and COO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering investment management and financial planning. The firm employs a multi-faceted investment approach using mutual funds, ETFs, and other securities, and is affiliated with an accounting and tax services entity.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advising, Guida is a published author of financial articles for outlets including Forbes and Fortune.com and is involved in a solar equipment purchasing venture. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as business, foundation, and charitable accounts. The firm employs tailored investment strategies using diversified allocations and specialized tools such as direct indexing and options collars.

Jay Harris is a financial advisor at Meridian Asset Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Meridian since 2010. Meridian provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm emphasizes active portfolio management and strategic asset allocation, often working on a non-discretionary basis that allows clients to retain final trade approval.

Samantha Baghal is an advisor at Guidance Wealth Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at Guidance Wealth Advisors LLC since 2024 and at Guidance Income Advisors, LLC since 2025. Outside of her advisory role, she is also involved as an insurance producer. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as certain business, foundation, and charitable accounts. The firm employs tailored investment strategies that include diversified allocations and specialized tools such as direct indexing and options collars.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

Aaron Reyer is a financial advisor at Renaissance Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and OSAIC prior to his current role. Reyer serves as a board member and finance committee participant for Family Promise of Lehigh Valley. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing a range of investment instruments and employing fundamental and technical analysis alongside modern portfolio theory. The firm operates with a small advisory team and offers tailored investment solutions, including the use of alternatives and derivatives.

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.

Robert Szigeti Jr. is a financial advisor with SG Securities, LLC in Flemington, NJ, holding a Series 63 license and having 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. Outside of his advisory role, he is also involved in insurance products sales and services as an insurance agent. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

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.

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.

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.

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.

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.

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.

Christian Spugnardi is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked at Stark Financial Group and Stark Wealth Management since 2025. Outside of his advisory role, he has also been a caddy at Saucon Valley Country Club for ten years. Stark Wealth Management LLC serves individual and high-net-worth clients through portfolio management, financial planning, and estate-planning facilitation. The firm uses investment policy statements, model allocations, and quantitative analysis to guide long-term ETF-focused strategies, often employing third-party managers and managed account platforms.

Hubert Etchison Jr. is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Lafayette College and R. Curtis Ehly, CLU. Outside of his advisory work, he has been involved with Twilight Gymnastics and operates entrepreneurial ventures through Hubert Etchison Consulting, LLC and Right Track Realty, LLC. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, focusing on ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis, integrating modern portfolio theory with tailored model allocations and periodic risk reviews.

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.