Benjamin Eichman is a financial advisor at Oaktree Advisors LLC with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes ten years at Purshe Kaplan Sterling and one year at Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm develops tailored asset allocation guidelines and investment policy statements, implementing strategies with a variety of investment vehicles while managing client accounts 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 with O'Hagan Group, Inc. in Bethlehem, PA, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments and ThinkEquity. O'Hagan Group, a team of nine advisors, provides wealth management and financial planning services to individual investors, trusts, and estates with a focus on fundamental, bottom-up analysis, primarily investing in individual equities and ETFs for long-term holdings.

George Kurtz is a financial advisor at Oaktree Advisors LLC with 14 years of industry experience. He previously worked for McDermott Investment Advisors, LLC for 12 years before joining Oaktree Advisors in 2024. Oaktree Advisors LLC provides personalized investment management and financial planning to individuals, trusts, foundations, endowments, and corporations. The firm develops tailored asset allocation guidelines and investment policy statements, utilizing a mix of mutual funds, ETFs, individual securities, and other instruments, while managing client accounts on a discretionary basis.

Jonathan Weimer is a CFP® professional with 11 years of industry experience, currently serving at MTM Financial Group, LLC. He has held various roles at Fidelity Investments and related entities from 2015 to 2023 before joining MTM Financial Group. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets and serving individuals, pension plans, and nonprofit endowments. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management and financial planning services.

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.

Alison Howells is a financial advisor at A Better Way Financial, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC and Santander Securities, LLC. Outside of financial advising, she owns Howells Industries LLC, which is a non-investment-related business. A Better Way Financial serves individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm provides ongoing financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, using tailored written plans and Investment Policy Statements as a framework for portfolio implementation and review.

Gavin Kirsch is a financial advisor at MTM Financial Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at The Strategic Financial Alliance, Inc., Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved with the Penn Basketball Club. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments. The firm offers discretionary portfolio management and financial planning, applying a mix of charting, fundamental, technical, and cyclical analysis across various securities.

Mark Belcak is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with MTM Financial Group and affiliated entities since 2012. 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 provides discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis across a wide range of securities.

Sebastian Holbrook is a financial advisor with Valley National Advisers Inc., holding a Series 66 designation and beginning his industry experience in 2026. His prior work includes roles at Valley National Group and educational positions at Middlebury College and Moravian Academy. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing portfolios primarily on a discretionary, asset-allocation basis. The firm utilizes third-party platforms and independent managers, incorporates tax-aware strategies including potential cryptocurrency exposure, and is affiliated with related broker-dealer, insurance, accounting, and trust service entities.

Kori Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Quadrant Private Wealth Management since 2015 and previously was affiliated with Purshe Kaplan Sterling Investments, Inc. from 2014 to 2026. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a range of clients including individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $2.1 billion in assets and employs a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

Paul Francis is a CFP® professional with 13 years of experience in the financial industry. He is currently with Quadrant Private Wealth Management, LLC, where he has worked since 2020. His previous roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. Quadrant Private Wealth Management offers financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm applies a top-down investment process that emphasizes risk management and employs a variety of asset classes, including a proprietary enhanced equity strategy and alternative investments.

Frank Guida is a financial advisor with A Better Way Financial, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at ABWI, LLC, American Retirement Institute, Sheeran Cole, PB Vandross, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he hosts a financial topics radio show and is an author who donates proceeds from his writings to charity. A Better Way Financial provides investment advice and ongoing financial planning to individuals, business entities, and charities. The firm offers discretionary portfolio management and detailed financial plans, incorporating tax preparation support and estate-planning tools, while developing client-specific strategies that include regular monitoring and reviews.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Valor in 2023, he worked at New York Life Insurance Company for one year. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, typically implementing client portfolios through third-party managers and model solutions using both active and passive strategies.

Michael Roper is a financial advisor at Valley National Advisers Inc. in Bethlehem, PA, with 15 years of industry experience. He has been with Valley National Advisers since 2011. Outside of his advisory role, Roper serves on the board of directors for Lee Initiatives, a nonprofit organization focused on improving community health and well-being. Valley National Advisers provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers individualized, primarily discretionary portfolio management along with estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions, utilizing third-party platforms and incorporating tax-aware strategies, AI, and cybersecurity controls.