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.

Benjamin Eichman is a financial advisor at Oaktree Advisors LLC with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling and Madison Avenue Securities. Oaktree Advisors LLC provides personalized investment management and integrated financial planning services to individuals, trusts, foundations, endowments, and corporations, managing most client accounts on a discretionary basis. The firm serves a broad range of households, including high-net-worth clients, and implements portfolios based on written investment policy statements and asset-allocation guidelines.

Joyce Moore is a financial advisor with Portfolio Resources Advisor Group, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. She has been with Portfolio Resources Group since 2008. Outside of her advisory role, she serves as a township supervisor in Upper Milford Township, Lehigh County, PA, and is president of Joyce Moore Financial Service, which offers tax preparation, consulting, and fixed insurance products. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to a range of clients including individuals, trusts, and charitable organizations. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets according to client objectives outlined in Investment Policy Statements.

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.

George Kurtz is a financial advisor with Oaktree Advisors LLC, holding 13 years of industry experience. He previously worked at McDermott Investment Advisors, LLC for 12 years before joining Oaktree Advisors in 2024. 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 and asset-allocation guidelines.

Mihir Saudagar is a financial advisor at Milestone Financial Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Cornerstone Institutional Investors, LLC. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm uses asset allocation guided by fundamental analysis and manages portfolios primarily on a discretionary basis, employing mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

Marisa Yannuzzi is a financial advisor at Hamel Associates, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hamel Associates since 2006. Hamel Associates, Inc. is a fiduciary wealth management firm serving high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach combined with investment-grade fixed income and may include alternative investments such as private equity and derivatives for very high-net-worth clients.

Judith Savchak is a financial advisor at River Wealth Advisors LLC with nine years of industry experience. She holds a Series 66 designation and has worked at River Wealth Advisors since 2019. Her prior experience includes roles at BB&T Bank, BB&T Investment Services, Inc., and BB&T Securities, LLC. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with regular formal reviews.

Jeff Lanscek is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Milestone Financial Associates, LLC, where he has worked since 2025. Prior to this, he was affiliated with Commonwealth Financial Network and Baldrige Asset Management. 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.

Cody Demmel is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He has worked at Morton Brown Family Wealth LLC since 2020 and previously held roles at Janney Montgomery Scott, LLC, Morgan Stanley, and Morgan Stanley Private Bank. Demmel serves on the Board of Directors for the Lehigh Valley Zoo. Morton Brown Family Wealth serves individual clients, high-net-worth households, business entities, trusts, and estates, managing approximately $483 million for about 272 clients. The firm offers discretionary investment management and financial planning, typically using fundamental analysis to allocate assets across equities, fixed income, mutual funds, ETFs, and independent managers under supervisory oversight.

Jeffrey Hegedus is a CFP® with four years of industry experience, currently serving at Milestone Financial Associates, LLC. His prior experience includes roles at Commonwealth Financial Network and The Vanguard Group. 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 primarily on a discretionary basis using a mix of mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Jonathan Weimer is a CFP® professional with 10 years of experience in the financial industry. He is currently with MTM Financial Group, LLC, where he has worked since 2023. His prior experience includes various roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 offers discretionary portfolio management and financial planning, using a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions across a diverse range of securities.

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.

Dennis Morton Jr. is a CFP® and ChFC® with 20 years of industry experience. He is currently a principal at Morton Brown Family Wealth LLC, where he has worked since 2018. Prior to this, he held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Corbenic Partners, LLC. Outside of his advisory role, Morton serves as Board President of the Minsi Trails Council, a youth services organization, and is involved with the Lehigh Valley Community Foundation and St. Thomas More Parish Council. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million. The firm offers discretionary portfolio management and financial planning, employing fundamental analysis with both long- and short-term strategies, and provides clients access to the eMoney platform for consolidated reporting and planning.

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.