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.

Scott Cendali is a financial advisor with IVC Wealth Advisors LLC, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at Girard Advisory Services, Univest Bank & Trust Co, and Private Client Services. Outside of his advisory role, he is employed by Clear Employer Services, a professional employment organization. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.

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 Pelcheck is a CFP® professional with over 20 years of industry experience. He has worked at Oaktree Advisors LLC since 2025 and previously spent 19 years at The Philadelphia Trust Company. 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, using a variety of investment vehicles and combining publicly available research with technical analysis.

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 with Valor Investments and Planning LLC and holds a Series 66 designation. He has seven years of industry experience, having worked at several firms including Albemarle Capital Management and The Leaders Group Inc. Outside of his advisory role, he serves as Chief Investment Officer at Valor Capital Management, where he develops and executes investment models. 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 provides discretionary portfolio management, financial and business planning, and retirement plan consulting, frequently utilizing third-party managers and model portfolios with a combination of active and passive strategies.

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.

Thomas Rutherford is a financial advisor at Valor Investments and Planning LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Albemarle for three years. 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 offers discretionary portfolio management, financial and business planning, and retirement plan consulting, employing a combination of active and passive strategies through third-party managers and model solutions.

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 Jr. is a CFP® with 20 years of industry experience, currently serving at Amicus Financial Advisors, LLC. His prior work includes roles at ELANA Advisory Services, LLC, among other financial and settlement planning entities. He is also the majority owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors offers comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies tailored to each client’s needs.

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.

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 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and ThinkEquity. O'Hagan Group serves individual investors, trusts, and estates, offering comprehensive wealth management and financial planning, including discretionary portfolio management and consulting. The firm emphasizes fundamental, bottom-up analysis and primarily constructs portfolios with 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.