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.

Katie Heiser is a financial advisor at Sigma Financial, Inc. with six years of industry experience. She holds the Series 65 designation. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, while coordinating implementation with clients’ other professional advisors.

Bruce Ohrenich is a CFP® professional with 46 years of experience in the financial services industry. He is currently with Stillwater Private Wealth, where he has worked since 2026. Prior to this, he spent 37 years with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in insurance sales, including life, disability, and long-term care insurance. Stillwater Private Wealth, founded in 2025, is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers wealth management, financial consulting, and retirement plan advisory services, utilizing a combination of quantitative and qualitative analysis to construct diversified portfolios.

Donna Wanamaker is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Cornerstone Financial Consultants, Ltd. and M Holdings Securities, Inc. Wanamaker also serves as Director of Insurance Services & Plan Design, focusing on accident and health, life, and annuity insurance products. Deep Draft Consulting provides business planning and financial advisory services to individuals and business entities, primarily through referrals to other registered investment advisers. The firm offers written financial plans, consulting engagements, and financial analyses without managing client investment assets directly.

Kerri Williams is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 65 designation with six years of industry experience. She has been with Sigma Financial since 2012. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives with comprehensive financial planning focused on investments, tax and estate planning, insurance, company stock and incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, providing written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Elias Isaac II is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 63 designation with 13 years of industry experience. He has been with Sigma Financial, Inc. since 1998, contributing to the firm's services for nearly three decades. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, company stock, incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, low-cost passive vehicles, and tax efficiency, while providing clients written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Simone Sanvito is a financial advisor at KeyVantage Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valley National Investments and Valley National Advisers. In addition to his advisory role, he provides tax preparation services through a related entity, KeyVantage Services, LLC. KeyVantage Wealth Advisors is an SEC-registered investment adviser offering discretionary and non-discretionary portfolio management and financial planning to individuals and entities such as trusts and estates. The firm customizes portfolios using a variety of asset classes and employs both fundamental and technical analysis within a strategic asset allocation framework.

Rachel Lower is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at Cornerstone Financial Consultants, Ltd and M Holdings Securities, Inc. Deep Draft Consulting provides business planning and financial advisory services primarily through referrals to other registered investment advisers, focusing on written financial plans, consulting engagements, and evaluations of other advisers rather than direct management of client assets.

Seth Bittner is a financial advisor at Stillwater Private Wealth with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Ethos Financial Group, Innovation Partners, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advising, he is involved in life and annuity insurance product sales through his roles in multiple insurance brokerages. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, managing portfolios across a broad range of securities with a focus on quantitative and qualitative analysis combined with modern portfolio theory.

Kent Newhart is a financial advisor with Ata Management Strategies Inc and holds a Series 65 designation. He has 23 years of industry experience, including roles at CX Institutional and ATA Financial Group LLC. He also serves as president of Accounting & Tax Associates, LLC, ATA Senior Planning, LLC, and the Whitehall Township Industrial & Commercial Development Authority. Ata Management Strategies, Inc. provides investment advisory and financial planning services to individuals, plans, trusts, estates, and business entities. The firm employs fundamental and technical analysis, offers discretionary portfolio management, and integrates accounting and tax services through its affiliation with an accounting firm.

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.

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.

Dylan Purdy is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of advisory work, he serves as a board member and secretary/treasurer for a local BNI networking group. Liberty Asset Management provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets with a team approach, focusing on asset allocation guided by Modern Portfolio Theory and incorporating both discretionary and non-discretionary account management.

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.

John Youngs is a financial advisor at Tiller Private Wealth, Inc. with 20 years of industry experience. He has been with the firm and its predecessor entities since 2001. Youngs holds a Series 65 credential. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering 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, managing approximately $730 million in discretionary assets under management.

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.

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.

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.