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.

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.

John Cito is the principal of Cito Capital Advisors LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been involved with multiple related firms, including McDermott Investment Services, LLC and Cito Capital Management, LLC, where he has served in advisory and financial planning roles. Cito Capital Advisors LLC provides fee-based financial planning and consulting primarily to individual clients, offering modular or one-time written plans and hourly advice. The firm refers client portfolios to third-party money managers and supports clients with onboarding and ongoing liaison services, focusing on an advisory approach that combines fundamental, technical, and cyclical analysis.

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 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 at O'Hagan Group, Inc. with 13 years of industry experience. He holds a Series 65 designation and previously worked at Arbor Point Advisors and Kms Financial Services, Inc. before joining O'Hagan Group in 2021. Prior to his financial services career, he was employed at Continental - United Airlines for 35 years. O'Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement account decisions and managing assets outside clients’ primary custodians. The firm’s investment approach emphasizes fundamental quarterly company analysis with a growth-and-value orientation, managing portfolios on a discretionary basis with continuous monitoring and an emphasis on long-term holdings when possible.

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.

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.

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.

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.