Anthony Chrobak is a financial advisor at Liberty Square Wealth Partners LLC with a Series 65 designation and two years of industry experience. His prior work includes positions at Ameriprise Financial, Lehigh Valley Investment Group, LL Flooring, and Oasis Car Wash. Liberty Square Wealth Partners provides advisory services to individuals, families, trusts, estates, businesses, and retirement plans through wealth management and financial planning. The firm focuses on long-term portfolio management using ETFs, mutual funds, and individual securities, serving approximately 710 clients with $476 million in discretionary assets under management.

Ryan Mulhearn is a financial advisor with Valley National Advisers Inc. in Bethlehem, PA. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Valley National Advisers in 2017, he worked at KMS Financial Services, Inc. and Condor Capital Wealth Management. Valley National Advisers 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, individualized asset-allocation basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions.

Matthew Petrozelli is a financial advisor with Valley National Advisers Inc in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Valley National Investments, Inc. since 2011. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

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.

Dean McDermott is a financial advisor at McDermott Investment Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McDermott Investment Advisors since its founding in 2004. He is also a member of Kadeda of Naples, LLC, a commercial real estate venture. McDermott Investment Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts and $211 million in assets, using both firm-developed and third-party model portfolios across a range of investment instruments.

John Cito is the principal of Cito Capital Advisors LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been involved with multiple related firms, including McDermott Investment Services, LLC and Cito Capital Management, LLC, where he has served in advisory and financial planning roles. Cito Capital Advisors LLC provides fee-based financial planning and consulting primarily to individual clients, offering modular or one-time written plans and hourly advice. The firm refers client portfolios to third-party money managers and supports clients with onboarding and ongoing liaison services, focusing on an advisory approach that combines fundamental, technical, and cyclical analysis.

Michael Warch is a financial advisor with Valley National Advisers Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Valley National Investments, Inc. in 2018, he worked at M & T Securities from 2016 to 2018. 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.

Connor Ciarciello is an advisor at Liberty Square Wealth Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Chubb Insurance and Applebrook Golf Course. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management and financial planning services. The firm uses a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios primarily consisting of ETFs and mutual funds.

Joseph Goldfeder is a CFP® with 19 years of industry experience, currently serving at Valley National Advisers Inc. He has been with the affiliated firm Valley National Investments, Inc. since 2006. 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, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Patrick Burke is a financial advisor with O'Hagan Group, Inc., holding a Series 65 designation and 14 years of industry experience. He has worked at O'Hagan Group since 2021 and previously held roles at Arbor Point Advisors and Kms Financial Services, with a prior 35-year career at Continental - United Airlines. O'Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning, focusing on discretionary portfolio management driven by fundamental, bottom-up analysis. The firm emphasizes resilient large-cap equities and ETFs, constructing portfolios for long-term holdings and actively repositioning based on market conditions.

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked previously at firms including Fisher Investments and Northern Lights Distributors. Kenny is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management serves separately managed account clients, acts as a sub-advisor to other investment advisers, and manages exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with investment committee judgment and ongoing stress testing.

Ingrid Holder is a Series 66-credentialed financial advisor with eight years of industry experience. She is currently with Valley National Advisers Inc, where she has worked since 2023, following prior roles at Merrill Lynch and PNC Investments. Outside of her advisory work, she serves as a general bookkeeper for Illumination Brewing LLC, a beer distributor. Valley National Advisers is a team-based registered investment adviser managing over $1 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and government entities, offering discretionary portfolio management and comprehensive financial planning services.

Lilian Rosario is a financial advisor with Valley National Advisers Inc. holding a Series 66 credential and has two years of experience in the industry. Prior to joining the firm, she worked at Kuehne-Nagel and Geodis in roles outside the financial sector. 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 estate analysis, retirement plan consulting, and private fund due diligence, employing third-party platforms and incorporating strategies such as tax-loss harvesting and potential cryptocurrency exposure.

Laurie Siebert is a CFP® professional with 26 years of experience in financial advising. She has been with Valley National Group since 2000. Valley National Advisers Inc. offers 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 provides additional services including estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions.

Andrew Aigner is a financial advisor at McDermott Investment Advisors, LLC with 21 years of industry experience. He holds a Series 63 designation and has been with McDermott since 2012. Outside of his advisory role, he has been self-employed since 1995. McDermott Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across a range of investment instruments.

Thomas Riddle is a financial advisor at Valley National Advisers Inc with 41 years of industry experience. He holds a Series 63 designation and has been affiliated with Valley National Investments, Valley National Advisers, and Valley National Indemnity Corp for over three decades. Additionally, he serves as president of several affiliated companies providing management, tax preparation, and insurance services. Valley National Advisers is a team-based registered investment adviser managing over $1 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, and retirement consulting through a range of strategies and affiliated financial services.

Gabriel Karslo is a financial advisor with O'Hagan Group, Inc. in Bethlehem, PA, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments and ThinkEquity. O'Hagan Group, a team of nine advisors, provides wealth management and financial planning services to individual investors, trusts, and estates with a focus on fundamental, bottom-up analysis, primarily investing in individual equities and ETFs for long-term holdings.

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.

John Fontana is a financial advisor at O'Hagan Group, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Arbor Point Advisors and KMS Financial Services. In addition to his advisory role, he has been employed at Ingersoll Rand since 1986. 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 uses a growth-and-value investment approach centered on fundamental analysis and manages portfolios on a discretionary basis with continuous monitoring.