Connor Ciarciello is a financial advisor at Liberty Square Wealth Partners LLC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Chubb Insurance and Applebrook Golf Course, as well as academic positions at West Chester University and Bucks County Community College. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis, and manages approximately $476 million in discretionary assets across two advisors.

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.

Justin Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Tiller Private Wealth, Inc. He previously worked at Evolution Financial Group and PNC Investments. Clark also works as a Senior Wealth Manager with National Life Group, providing life and health insurance advice to clients. 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) advisory services. The firm emphasizes a long-term, asset-allocation driven approach focused on diversification, tax sensitivity, and cost awareness, and operates six offices with approximately $730 million in discretionary assets under management.

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.

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.

Thomas Blachek is an investment advisor at Valor Investments and Planning LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Albemarle Capital Management and Purshe Kaplan Sterling Investments. Blachek is also the Chief Investment Officer at Valor Capital Management LLC, where he focuses on building investment models and strategy execution. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews and rebalancing aligned with client objectives and risk tolerance.

Thomas Rutherford is a financial advisor with Valor Investments and Planning LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Albemarle since 2004 and joined Valor Investments and Planning in 2024. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with ongoing reviews aligned to client objectives and risk tolerance.

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.

Joseph Digangi is a CFP® with 19 years of experience currently serving as a financial advisor at Amicus Financial Advisors, LLC. His prior roles include work with ELANA Advisory Services, LLC and several affiliated ELANA companies, where he has also been involved in settlement planning and franchising activities. Outside of his advisory work, he is a 90% owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive strategies, managing approximately $511 million on a discretionary basis.

Christopher Brindle is a financial advisor at Valor Investments and Planning LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Lumen Technologies, where he serves as an account manager in IT sales. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with regular reviews and rebalancing aligned with client objectives.

Michael Snyder is a financial advisor with Valor Investments and Planning LLC, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Kestra Advisory and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved in insurance sales through affiliated entities. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, 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 investment strategies implemented through third-party managers and platforms.

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 at O'Hagan Group, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Purshe Kaplan Sterling Investments, ThinkEquity, and ROTH MKM Partners LLC. O'Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning services, focusing on discretionary portfolio management and consulting. The firm uses fundamental, bottom-up analysis to construct portfolios primarily of individual equities and ETFs, blending growth and value strategies.

Jonathan Weimer is a CFP® professional with 11 years of industry experience. He is currently with MTM Financial Group, LLC, where he has worked since 2023, and has previous experience at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. MTM Financial Group is a registered investment adviser providing discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and nonprofit endowments. The firm manages approximately $772 million in assets and employs a mix of charting, fundamental, technical, and cyclical analysis to guide both long- and short-term trading strategies.

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.

Paul Barry is a financial advisor at Stark Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Packerland Brokerage Services. Outside of his advisory role, he serves as treasurer and officer for Cornerstone Church, overseeing the church budget. Stark Wealth Management LLC provides portfolio management, financial planning, and estate-planning facilitation to individual and high-net-worth clients, employing model allocations, modern portfolio theory, and quantitative analysis to support long-term, ETF-focused strategies.

Alyssa Young is a financial advisor at MTM Financial Group, LLC with five years of industry experience. She holds the Series 66 designation and previously worked at KickCharge Creative, where she contributed articles on branding and marketing for industry publications. MTM Financial Group serves individuals, pension and profit-sharing plans, and nonprofit endowments by providing discretionary portfolio management and financial planning, using a variety of analytical techniques and trading strategies.

Allen Hamilton is a financial advisor with Liberty Square Wealth Partners LLC in Bethlehem, PA, holding the ChFC® designation with 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments, Inc. Outside of financial advising, he is an equity owner of a golf club. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory engagements. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis and internal due diligence.