Glenn Van Gieson is a CFP® with 32 years of industry experience and has been with Penn First Advisors since 1993. He serves as president of Penn First Indemnity Company, managing the agency and selling insurance products. Penn First Advisors provides financial planning and investment management to individual clients, focusing on cash flow, insurance, employee benefits, retirement, taxes, and estate preservation. The firm emphasizes asset allocation, diversified portfolios, tax-aware strategies, and manages client assets on a non-discretionary basis.

Ron Frazier is a CFP® professional with 18 years of experience, operating Frazier Wealth Management in Tannersville, PA. He previously worked under the Frazier Group Financial Services and managed his own advisory services since 2014. Frazier is also an Enrolled Agent and owner of EZ1040 Tax Service, providing tax preparation and tax resolution services. Frazier Wealth Management serves individuals, high-net-worth clients, businesses, foundations, charitable organizations, and trusts with wealth management, investment advisory, and financial planning services. The firm uses both fundamental and technical analysis to build portfolios managed on a non-discretionary basis, incorporating long-term holdings alongside short-term trades and option strategies.

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

Nicholas King is a financial advisor at Targeted Financial Planning LLC with a Series 65 designation and two years of industry experience. His work history includes positions at TJB Wealth Management LLC, Financial Research Associates, Inc., Sei, BDO, Pinnacle Financial Planning LLC, and Bloomsburg University. Targeted Financial Planning LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm’s investment process is guided by documented Investment Policy Statements and incorporates a variety of analytical methods, including charting, fundamental, quantitative, technical analysis, and modern portfolio theory, while employing both short- and long-term trading strategies with occasional use of margin, short sales, and options.

Susan Gabor is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Financial Planning Hawaii, Inc. and has previously worked at Ameriprise Financial Services, Inc. for 17 years, among other firms. Financial Planning Hawaii, Inc. offers comprehensive financial planning and investment advisory services to individuals, families, and small businesses across the country. The firm emphasizes academic-based investment strategies, primarily using passive core equity allocations and fixed-income ladders, and provides both discretionary portfolio management and fee-only planning services.

Terry Danish is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and ERISA fiduciary services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, utilizing a range of analytical approaches and instruments, and maintains closer ties to broker-dealer and insurance activities compared to many enterprise peers.

Joseph Sparta is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha since 2010 and with Mutual of Omaha Investor Services since 2011. Outside of advising, he is also an insurance agent specializing in health, life, and annuities. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform.

Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). ABOUT HMFP High Mountain Financial Planning exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow. Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning. WHO I SERVE As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges associated with retirement planning. With that in mind, I work with: • Folks near or at retirement • Outdoor Enthusiasts • Gen X If you love being outdoors or are getting ready to step into "what's next" - you are in the right place and have found your planner! Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation HOW I HELP • I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom • I help you identify and eliminate any gambling or speculating that may be occurring with your investments • I simplify the planning process – breaking your planning to actionable attainable steps CERTIFICATIONS & QUALIFICATIONS • I am a CERTIFIED FINANCIAL PLANNER™ • I have earned the Chartered Financial Consultant® (ChFC®) designation • I am independent • I am a Fee-Only financial planner • I am a Fiduciary NEXT STEPS • Learn more on the HMFC website - https://www.highmountainfinancial.com/ • Book a 30 minute conversation on my calendar - https://www.highmountainfinancial.com/free-consultation • send me an email - [email protected]

Travis Mattson is a financial advisor with Vicus Capital, Inc. in Stroudsburg, PA, holding a Series 65 designation and one year of industry experience. He has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Park Avenue Securities LLC. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club, a local nonprofit organization. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach includes fundamental and technical analysis with a variety of model and separately managed strategies, and it offers specialized retirement-plan consulting and fiduciary services.

Edward Caruth is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at National Asset Management and National Securities Corporation for six years before joining B. Riley in 2022. Outside of his advisory role, he serves as president of Twin Flame Energy LLC, a company involved in healthy-related products marketing. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a network of about 173 advisors.

William Adamski Jr. is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He previously worked at New England Securities for 15 years before joining Vanderbilt in 2020. Outside of advisory services, Adamski is also an insurance agent specializing in fixed insurance and annuities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with strategic asset allocation, and integrates retirement-plan consulting and administration services alongside its advisory offerings.

Christian Butler is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds the Series 66 designation and has prior work history at StoneX Securities Inc. and Scott Butler CFP, each spanning four years. He also spent six years at Miami University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple account structures and technology platforms for portfolio implementation and management.

Yvonne Reitemeyer is a ChFC® credentialed financial advisor with 18 years of industry experience. She is currently affiliated with Vicus Capital, Inc. and has previously worked with FRM Financial Group, Cetera Wealth Services, and Frailey Insurance and Financial Services. Outside of her advisory work, she serves as Chair of the Board of Trustees at Warren County Community College and is involved in local environmental and political committees. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, combining fundamental and technical analysis with multiple strategy approaches and providing specialized fiduciary consulting alongside standard advisory offerings.

Hugh Zeffer is a financial advisor with StoneX Advisors Inc. based in Nazareth, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining StoneX, he worked at StoneX Securities Inc. and held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and investment solutions implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Matthew Thomas is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investment Services since 2016. In addition to his advisory role, he is an insurance agent specializing in life and health insurance, including annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and qualified retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platform relationships with Envestnet and Pershing, serving a broad range of clients including both non-high-net-worth and high-net-worth individuals.

Timothy Young is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and currently based in Bangor, PA. He has been with Great Valley Advisor Group since 2026 and also operates How Can We Help LLC, a business active since 2019. Prior to his advisory career, he worked at the Warren County Prosecutor's Office from 2016 to 2019. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of roughly 190 advisors, emphasizing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Charles Garofalo is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Edward Jones, and Santander Bank. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Jerome Sorrentino is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2015, he has been affiliated with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and employs multiple risk profiles to tailor investment solutions.