Valley National Advisers Inc

Donna Young is a financial advisor at Valley National Advisers Inc with 40 years of industry experience. She has been with Valley National Investments, Inc. and Valley National Group Inc. since 1989. Donna holds a Series 63 designation. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charities, corporations, and government entities, providing discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Anthony Davis is a financial advisor at Valley National Advisers Inc. He holds a Series 66 credential and has two years of industry experience. Prior to joining Valley National Advisers, he worked at several firms including A Better Way Financial, LPL Enterprise, and The Prudential Insurance Company of America. In addition to his advisory work, he prepares and files individual tax returns through H&R Block. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs primarily discretionary, asset-allocation strategies with a range of services including estate analysis, retirement plan consulting, and private fund due diligence, utilizing third-party platforms and incorporating tax-aware trading, cryptocurrency exposure, and AI tools.

Frank Stettner is a CFP® with 34 years of industry experience, currently serving at Valley National Advisers Inc. He has been with affiliated firms Valley National Group Inc and Valley National Investments, Inc. since 1991. Outside of his advisory role, he is involved in overseeing the financial aspects of a commercial real estate business. Valley National Advisers is a team-based registered investment adviser with ten advisors 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, estate analysis, and retirement plan consulting with a multi-strategy investment approach.

Timothy Roof is a CFP® and Series 66 holder with 20 years of experience in financial advising. He has worked with Valley National Group since 2003. 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 on an individualized, primarily discretionary basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions.

Ryan Mulhearn is a financial advisor with Valley National Advisers Inc., holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Valley National Advisers since 2017, previously working at KMS Financial Services, Inc. and Condor Capital Wealth Management. Valley National Advisers 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, private fund due diligence, and cash-management solutions using various third-party platforms and tax-aware strategies.

Matthew Petrozelli is a financial advisor with Valley National Advisers Inc in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Valley National Investments, Inc. since 2011. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charities, corporations, and government entities, offering discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.

Michael Warch is a financial advisor with Valley National Advisers Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Valley National Investments, Inc. in 2018, he worked at M & T Securities from 2016 to 2018. 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 services including estate analysis, retirement plan consulting, and private fund due diligence.

Joseph Goldfeder is a CFP® with 19 years of industry experience, currently serving at Valley National Advisers Inc. He has been with the affiliated firm Valley National Investments, Inc. since 2006. Valley National Advisers is a team-based registered investment adviser with ten advisors 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, estate analysis, and retirement plan consulting.

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.

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 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.

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.