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 in Bethlehem, PA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. He has worked at Valley National Advisers since 2017 and previously at KMS Financial Services, Inc. and Condor Capital Wealth Management. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers individualized portfolio management primarily on a discretionary basis and incorporates third-party platforms and strategies, including tax-aware trading signals, potential cryptocurrency exposure, and AI-driven processes.

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.

Kent Lane is an associate wealth advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked in construction management and has been coaching wrestling at the Grit Mat Club since 2021, where he helps train K-12 athletes outside of trading hours. Liberty Asset Management provides portfolio management and financial planning services to individual clients, pension plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets using asset allocation guided by Modern Portfolio Theory along with technical analysis, serving a modest client base through a team of six advisors.

Benjamin Chunko is an associate advisor at Liberty Asset Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Liberty Asset Management since 2012 and Comprehensive Asset Management & Servicing, Inc. since 2013. Outside of his advisory role, he owns and operates the Grit Mat Club, an athletic club where he runs practices. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

James Beenders is a CFP® with 19 years of experience in the financial advisory industry. He has been with Tiller Private Wealth, Inc., formerly Youngs Advisory Group, Inc., since 2007. Outside of his advisory role, he manages rental properties in North Carolina. Tiller Private Wealth serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services with an emphasis on long-term, asset-allocation driven strategies.

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.

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.

Gary Mayo is a CFP® with 44 years of experience in the financial industry. He has been with Comprehensive Asset Management since 2001 and co-founded Co-Leash in 1999. Mayo is also a shareholder and CFP at Liberty Wealth Management, where he spends significant time in sales and advisory roles. Liberty Asset Management is an SEC-registered firm serving individual investors, pension plans, charitable organizations, and private businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, managing approximately $136.8 million across several hundred client relationships.

Jonathan Kerstetter is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Morton Brown Family Wealth LLC. His prior experience includes roles at Commonwealth Financial Network, CETERA Advisor Networks LLC, Vicus Capital, Inc., Great Scott Financial Services, and PNC. He serves on the Board of Directors for the Forum for Ethics at DeSales University. Morton Brown Family Wealth LLC manages approximately $483 million for around 272 clients, including high-net-worth individuals, business entities, trusts, and estates. The firm employs fundamental analysis to construct diversified portfolios across equities, fixed income, mutual funds, and ETFs, often incorporating unaffiliated independent managers and less-liquid investment vehicles as appropriate.

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.

Pasquale Hamel is a Series 65-licensed advisor with 22 years of industry experience, currently serving at Hamel Associates, Inc., where he has worked since 2001. The firm is a team of four advisors based in Allentown, PA. Hamel Associates, Inc. is a wealth management firm primarily serving high-net-worth individuals with investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach, focusing on dividend-paying large-cap stocks and investment-grade fixed income, and offers additional private equity, venture capital, and real estate opportunities to very high net worth clients.

Debra Hippensteel is a financial advisor at River Wealth Advisors LLC in Allentown, PA, holding a Series 65 credential with six years of industry experience. She has worked at River Wealth Advisors since 2019 and previously spent 19 years at BB&T Bank and its predecessor institutions. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.