Kerry Erickson is a financial advisor at Erickson Financial Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Erickson Financial Group in 2019, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2002 to 2019. He is also active as a licensed insurance agent specializing in life and health insurance. Erickson Financial Group serves individuals, high-net-worth clients, trusts, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, managing accounts on a discretionary basis with active rebalancing aligned to client goals and tax considerations.

Grady Moshay is a financial advisor at Emancipare Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Exxon Mobil for 28 years before retiring in 2024. Emancipare Investment Advisors provides comprehensive financial planning and ongoing guidance to individual and high-net-worth clients, focusing on holistic, full-scope plans that cover a wide range of financial topics. The firm operates on an advice-only basis, delivering written plans and recommendations while clients retain discretion over transactions and service providers.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

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. He holds a Series 66 credential and has two years of industry experience. Prior to joining Valley National Advisers, he worked at several firms including A Better Way Financial, LPL Enterprise, and The Prudential Insurance Company of America. In addition to his advisory work, he prepares and files individual tax returns through 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 employs primarily discretionary, asset-allocation strategies with a range of services including estate analysis, retirement plan consulting, and private fund due diligence, utilizing third-party platforms and incorporating tax-aware trading, cryptocurrency exposure, and AI tools.

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.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

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.

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.

Timothy Mickey is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Aviso Wealth Management. His career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory work, he is involved with Aviso Tax Services, an affiliated tax preparation company to which he may refer clients without compensation. Aviso Wealth Management is a nine-advisor team managing approximately $495 million across 772 client relationships. The firm provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations, employing a range of analytical approaches and offering both discretionary and non-discretionary portfolio management.

Thomas Hanvey is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital and Saucon Valley Country Club. Outside of his advisory role, he is involved with DUBCMEDIA, LLC, a social media marketing company. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, employing a top-down investment approach focused on risk management and offering a proprietary enhanced equity strategy.

Louis Hershman is an investment advisor representative at Oaktree Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oaktree Advisors since 2013, following a 16-year tenure at PKS Investments and a recent position at Madison Avenue Securities. He is also a licensed insurance agent offering fixed annuities and life insurance products. Oaktree Advisors LLC provides personalized investment management and integrated financial planning to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a range of households, including high-net-worth and non-HNW individuals, and implements portfolios through written investment policy statements with diversified asset allocations.

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.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds the ChFC® designation and has worked at Kestra Advisory Services LLC and Kestra Investment Services LLC before joining IVC Wealth Advisors in 2014. Outside of advising, he is involved with Clear Employer Services, a professional employer organization providing HR services to small businesses. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million using a tailored investment approach that incorporates fundamental, quantitative, and modern portfolio theory analyses alongside automated asset allocation and tax management strategies.

Kristen Barker is a CFP® professional with six years of industry experience. She is currently with Q3 Advisors, LLC, having previously worked at several firms including Thrive Wealth Management, Milestone Financial Associates, and Wescott Financial Advisory Group. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through various packaged programs, emphasizing planning-level recommendations without offering investment management or discretionary authority. The firm operates entirely on fixed-fee engagements and collaborates with independent CPA firms for tax preparation.

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.