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 at Liberty Asset Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Liberty Asset Management, he worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory role, he serves as a board member and secretary/treasurer for BNI Infinity, an exclusive networking group. Liberty Asset Management provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets using asset allocation guided by Modern Portfolio Theory and incorporates technical analysis in its investment approach.

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.

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 financial advisor at Arca Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Sandbox Financial Partners LLC and Kelly Financial Services. Arca Wealth, LLC is a registered investment adviser serving individuals, trusts, charitable organizations, corporations, and plan sponsors with discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a client-centered process that incorporates customized asset allocations across multiple risk profiles and utilizes a diverse range of investment products including mutual funds, ETFs, individual equities, fixed income, REITs, and cryptocurrency exposure.

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.

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.

Matthew Short is a CFP® professional with 12 years of industry experience, currently serving at Tiller Private Wealth, Inc. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and PNC Investments LLC. Outside of his advisory role, he operates a long-term car rental business through the Turo platform. 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) advisory services. The firm employs a long-term, asset-allocation driven approach emphasizing diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets across six offices.

Julia Naccarato is a financial advisor at Morton Brown Family Wealth LLC with one year of industry experience. She holds a Series 65 designation and previously worked at A Better Way Financial, LLC, MCR Labs Pennsylvania, LLC, and Godshall's Landscaping. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million across about 259 client relationships. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a range of investment strategies and technology platforms to support client needs.

Ryan Mulhearn is a financial advisor with Valley National Advisers Inc., holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Valley National Advisers since 2017, previously working 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, asset-allocation basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions using various third-party platforms and tax-aware strategies.

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.