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Paul B

Series 66

Bethlehem, PA

Stark Wealth Management LLC

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.

Wealth management Passive / index investing Tax-loss harvesting
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Alyssa Y

Series 66

Bethlehem, PA

MTM Financial Group, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Allen H

ChFC®, Series 63, Series 65

Bethlehem, PA

Liberty Square Wealth Partners LLC

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.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Alison H

Series 63, Series 66

Allentown, PA

A Better Way Financial, LLC

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.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
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Gavin K

Series 66

Bethlehem, PA

MTM Financial Group, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Mark B

Series 66

Bethlehem, PA

MTM Financial Group, LLC

Mark Belcak is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with MTM Financial Group and its affiliated entities since 2012. MTM Financial Group is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and nonprofit endowments. The firm manages approximately $772 million in assets and employs an investment process combining charting, fundamental, technical, and cyclical analysis across a variety of securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Kori L

Series 66

Center Valley, PA

Quadrant Private Wealth Management, LLC

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.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Paul F

CFP®, Series 66

Center Valley, PA

Quadrant Private Wealth Management, LLC

Paul Francis is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He has worked at Quadrant Private Wealth Management since 2020, following roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, families, trusts, estates, corporations, and retirement plans. The firm uses a top-down investment approach combining fundamental and technical analysis with an emphasis on risk management, tailoring portfolios to client risk tolerances and time horizons.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Frank G

Series 63, Series 65

Allentown, PA

A Better Way Financial, LLC

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.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
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Alexander G

Series 65

Easton, PA

Valor Investments and Planning LLC

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.

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Retirement income strategy Founder/Business Owner Executive
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Michael R

Bethlehem, PA

Valley National Advisers Inc

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.

Tax-loss harvesting Private / alternative investments Concentrated stock management Wealth management General estate planning guidance Executive Founder/Business Owner
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Gene D

Series 63

Bethlehem, PA

MTM Financial Group, LLC

Gene Dickison is a financial advisor with MTM Financial Group, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked at MTM Financial Group since 2008 and also serves as president of More Than Money, LLC, where he hosts television and radio shows, creates printed materials, and oversees the company's website and live events. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and nonprofit endowments, employing a blend of charting, fundamental, technical, and cyclical analysis across a variety of securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Annuities
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Charles N

Series 63, Series 65

Allentown, PA

Liberty Asset Management

Charles Noti IV is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Liberty Wealth Management since 2010 and also operates as a CPA in a separate business. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension plans, charitable organizations, and private businesses, managing approximately $136.8 million. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with written financial planning.

General retirement planning General tax planning Cash flow / budgeting
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Frank G

Series 65

Allentown, PA

A Better Way Financial, LLC

Frank Guida Jr. is a financial advisor at A Better Way Financial, LLC in Allentown, PA, holding a Series 65 designation with five years of industry experience. He is also involved in fixed insurance sales as an insurance agent and hosts a monthly radio show discussing financial topics. Additionally, he authors books and articles related to finance. A Better Way Financial advises individuals—including high-net-worth clients—business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, emphasizing tailored financial plans and regular account reviews.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
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Scott K

Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Quadrant Capital and Quadrant Private Wealth, as well as in freelance roles and at Saucon Valley Country Club. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a top-down investment approach focused on risk management and manages both discretionary and non-discretionary portfolios.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Ellis C

Series 63, Series 65

Bethlehem, PA

Stark Wealth Management LLC

Ellis Chandler III is a financial advisor at Stark Wealth Management LLC with over a decade of industry experience, including roles at EKC Wealth Strategies and Serratelli Financial Group. He holds Series 63 and Series 65 licenses and is also involved in brokering life, health, and fixed annuities. Additionally, he provides expense reduction services to companies, focusing on operational cost optimization and financial efficiency. Stark Wealth Management LLC offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm integrates multiple analytical approaches and uses managed account platforms and third-party sub-advisers to tailor investment solutions.

Wealth management Passive / index investing Tax-loss harvesting
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Jason C

Series 63, Series 65

Center Valley, PA

Quadrant Private Wealth Management, LLC

Jason Cort is a financial advisor at Quadrant Private Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Quadrant since 2014. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily top-down investment process focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Joseph N

CFP®, Series 66

Allentown, PA

A Better Way Financial, LLC

Joseph Nola is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at A Better Way Financial, LLC in Allentown, PA, where he has been since 2026. His prior experience includes roles at Merrill Lynch, Bank of America, Capital Analysts, Lincoln Investment, and Royal Alliance Associates. A Better Way Financial advises individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers financial planning, discretionary portfolio management, and access to hedge fund investments for eligible accredited investors, using tailored financial plans and a disciplined review process.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
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Noah W

Series 65

Allentown, PA

A Better Way Financial, LLC

Noah Williams is a financial advisor at A Better Way Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked with several related entities including ABWI, LLC, where he is also a licensed insurance agent. A Better Way Financial provides investment advice and financial planning services to individuals, business entities, and charities, offering discretionary portfolio management and written plans that include tax preparation support and estate-planning tools. The firm employs client-specific strategies, ongoing monitoring, and may utilize sub-advisors to manage assets.

Retirement income strategy Income planning Tax-loss harvesting Founder/Business Owner Retired
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Jonathan M

Series 66, Series 65

Bethlehem, PA

Quadrant Private Wealth Management, LLC

Jonathan Mack is a financial advisor at Quadrant Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Quadrant since 2014. Outside of his advisory role, he serves as a basketball official for the Pennsylvania Interscholastic Athletic Association. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm manages both discretionary and non-discretionary portfolios and employs a top-down investment process emphasizing risk management across a range of asset classes.

Equity compensation tax strategy Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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