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.

Austin Neary is a financial advisor at Plan2 Prosper LLC in Andover, NJ, holding a Series 66 designation with 18 years of industry experience. He founded Plan2 Prosper LLC in 2009 after a year at UBS Financial Services. Plan2 Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an academic research-driven investment approach, constructing diversified portfolios through mutual funds and ETFs tailored to clients' goals, with recommendations delivered on a non-discretionary basis.

Matthew Donovan is a financial advisor at Whitetail Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2015 to 2021 before retiring for a year. Donovan also operates as a licensed insurance agent, dedicating approximately 20% of his time to that activity. Whitetail Wealth Management provides discretionary and non-discretionary asset management services tailored to client goals, time horizons, and risk tolerances. The firm uses fundamental analysis and may employ third-party sub-advisors with discretionary authority in managing client portfolios.

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.

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.

John Fredrick is a Chartered Financial Consultant (ChFC®) with 44 years of industry experience. He has been with RockCrest Financial LLC since 2019 and previously worked at Cypress Financial Planning from 2016 to 2019. RockCrest Financial LLC serves individuals, families, trusts, and select business and charitable entities, including high-net-worth clients, offering a flat-fee comprehensive financial planning and investment management service alongside private markets investment consulting focused on real estate exchanges, DSTs, and Opportunity Zone opportunities. The firm emphasizes a coordinated, values-based planning approach and integrates discretionary investment management with access to tax-preparation and estate-document support through its professional network.

Francis Den Dulk is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at AEM Asset Management, LLC since 2020 and previously at RRBB Asset Management, LLC from 2017 to 2020. AEM Asset Management, LLC provides investment advisory services to individuals, charitable organizations, and corporations, offering discretionary portfolio management and financial planning. The firm uses a combination of third-party money managers and model portfolios across various asset classes and employs both technical and fundamental analysis tailored to client objectives.

Jared Bailey is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL from 2011 to 2025. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and outsourced CIO and CCO services, utilizing both advisor-managed and model-based investment approaches.

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.

Brian Schaaf is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining OneAscent, he worked at Purshe Kaplan Sterling Investments and Nexus Peer Financial Coaching. Outside of his advisory role, he co-owns and operates two data analysis and aggregation businesses, Cobalt Capital Group LLC and True Edge LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting through multiple advisory teams and various investment platforms.

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services through individualized strategies, model-based platforms, and third-party manager oversight.

Keith Scheer is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney, Merrill, and Morgan Stanley. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high client load per advisor through electronic onboarding and an Emergency Savings program.

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.

Noah Dorman is a CFP® with four years of industry experience and is currently with OneAscent Financial Services LLC. He previously worked at StoneX Advisors Inc and Stonex Securities Inc. In addition to his advisory role, he is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a variety of asset management and financial planning solutions.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary services and utilizing a fiduciary-based advisory model.

Melinda Gaertner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has previously worked at firms including LPL Financial, IBEX Wealth Advisors, and Raymond James Financial Services. Outside of finance, she is the owner of The Essential Goat, an aromatherapy retail business, and co-owner of The Goat's Haul, a retail gift shop. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Noelle Kacerek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Chicory Wealth, Northeast Financial Network, and Locker Financial Services, LLC. She has also been involved in educational roles at Sussex Community College and Centenary University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and with 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013, following a prior tenure at LPL Financial from 2009 to 2012. He also operates a DBA under Wealth Strategies & Management, LLC and is involved in non-variable insurance sales through an outside agency. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to offer diversified investment strategies.

Kevin Yurko is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Morgan Stanley and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm offers both discretionary and non-discretionary services, utilizing technology platforms and a fiduciary-based advisory model that includes third-party managers and proprietary solutions.

Lauren Ragsdale is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. She has held positions at Metlife Investors Distribution Company and MetLife Securities Inc. since 2014. Lauren is co-founder and owner of TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC, where she manages and trains agents and assists clients with financial literacy and guidance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of sub-advisers and model-based allocations and is noted for its use of market-timing and momentum-based investment strategies in certain programs.