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.

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 the Series 63 and Series 65 designations and has been with Hamel Associates since 2006. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with investment management, financial planning, and tax preparation services. The firm employs a value-oriented investment approach, focusing on dividend-paying large-cap stocks and investment-grade fixed income, and offers access to private equity, venture capital, and real estate opportunities 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 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.

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.

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.