Paul Juliano Jr. is a CFP® with 13 years of industry experience, currently serving at Milestone Financial Associates, LLC since 2026. He previously worked for The Vanguard Group, Inc. for 13 years. Milestone Financial Associates is a team-based registered investment adviser managing approximately $654 million in discretionary assets, offering personalized investment management and financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations. The firm constructs tailored asset allocations using fundamental analysis and integrates financial planning into most client relationships.

Brian Cort is a CFP® and ChFC® with 25 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has been employed since 2015, including prior service at Purshe Kaplan Sterling Investments, Inc. He serves as a partner advisor at Quadrant Private Wealth Management. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to a broad client base including individuals, families, trusts, and organizations. The firm manages approximately $2.1 billion in assets and utilizes a top-down investment approach emphasizing risk management across a variety of asset classes and strategies.

Robert D. Agosta is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with IBN Financial Services, Inc., where he has worked since 2019, and has prior experience with Berthel Fisher & Company Financial Services, Inc. and R & D Investors, LLC. In addition to his advisory work, he prepares tax returns and sells Medicare supplement insurance plans. IBN Financial Services, Inc. is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm oversees approximately $87.65 million in assets with a team of 14 advisors and employs a variety of portfolio strategies, including dynamic allocation methods across multiple asset classes.

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.

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.

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.

Holly Clarke is a CFP® professional with one year of industry experience, currently serving as an advisor at Milestone Financial Associates, LLC. Her prior experience includes roles at Commonwealth Financial Network, Haas Financial Group, Baker Tilly, and Moravian College. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

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.

Eric Wiegand is a CFP® with 19 years of industry experience, currently serving at River Wealth Advisors LLC since 2020. His prior experience includes roles at BB&T Securities, BB&T Investments, BB&T Bank, and Charles Schwab. He serves as a board member of Cay Galgon Life House, a shelter supporting homeless mothers and babies in the Lehigh Valley. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.

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.

John Gacesa III is a financial advisor at Peak American Investment Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has been with Peak American Investment Advisors since 2021. Outside of his advisory role, he is involved with Peak American Financial Group, Inc., where he has participated in insurance sales and seminar advising since 2016. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management, financial planning, and retirement tax strategy. The firm uses a combination of technical and fundamental analysis in its investment approach and integrates tax and insurance coordination into retirement and income planning.

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.

Richard Frable is a CFP® professional with 34 years of industry experience. He has been with Comprehensive Asset Management & Servicing, Inc. since 2006 and serves as Chief Compliance Officer and a majority shareholder at Liberty Asset Management. He is also involved in life and health insurance sales as a managing partner of Liberty Wealth Management. 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.

Christian Guldin is an advisor at Morton Brown Family Wealth LLC with less than one year of industry experience. Prior to joining Morton Brown Family Wealth, he worked at RSM US LLP and has experience related to DeSales University and Pennridge High School. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $483 million. The firm employs fundamental analysis across multiple asset classes and uses both internal and unaffiliated independent managers, with technology like the eMoney client portal to consolidate holdings.

Joyce Moore is a financial advisor at Portfolio Resources Advisor Group, Inc. with 34 years of industry experience. She holds the ChFC®, Series 63, and Series 65 designations and has worked at Portfolio Resources Group since 2008, following five years at Financial West Group. Moore serves as an elected township supervisor in Upper Milford Township, Pennsylvania, and is president of a tax preparation and consulting business offering fixed insurance and annuities. Portfolio Resources Advisor Group, Inc. provides discretionary portfolio management, financial planning, and administrative advisory services to a variety of clients including individuals, trusts, and organizations. The firm uses a team-based approach with third-party manager platforms to deliver diversified asset allocation and manager-selection solutions through both wrap-fee and non-wrap fee programs.