Timothy Bandi is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 45 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at LPL Financial, Countrywide Investment Services, and TD Ameritrade. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Bradley Boandl is a financial advisor with Valic Financial Advisors in Seven Fields, PA. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to his current role, he worked at Agia and also has experience working weekends as a bartender at Northampton Country Club. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology platforms.

Kevin Lingenfelser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked with Commonwealth since 2010. In addition to his advisory role, he conducts fixed insurance sales as an agent under the name Lingenfelser Financial Services. 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 over $200 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Danielle Bailey is a financial advisor with Valic Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at several firms, including Keller Williams and IVC Wealth Advisors. Outside of her advisory role, she pursues real estate as a part-time activity, assisting friends and family with residential property transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Daniel Kruper is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Citizens Securities, Inc., LPL Financial, and Keybank. Kruper is also co-owner of 3Rivers Financial, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Timothy Augustine is a CFP® professional with 32 years of experience in the financial services industry. He currently works at Cetera Planning Partners and has held previous roles at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. He is also involved with Gierl Augustine & Associates, LLC, where he participates in tax preparation and insurance sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, financial planning, and retirement advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Lawrence Feder is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses approved model strategies managed by PNC or third-party strategists, with investments in mutual funds and ETFs and automated portfolio management features.

George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Michael Flynn is a financial advisor with Citizens Securities, Inc. in Allison Park, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Merrill and Foundations Investment Advisors LLC. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

David Zabela is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fort Pitt Capital Group, Key Investment Services, and TD Ameritrade, among others. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Dominique Johnson is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, Merrill Lynch, and several other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

John Bachman III is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has worked with PNC Investments LLC since 2009. Outside of his advisory role, he is a member of Sterling Real Estate Ventures LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm employs algorithm-driven risk assessments and uses mutual funds and ETFs in its investment approach.

Zoe Wiest is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 20 years of industry experience. She has worked with Stratos Wealth Partners and LPL Financial since 2015 and previously with Ameriprise and Ameriprise Advisor Services. Wiest is also a notary public. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Gleyze is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Before joining Janney Montgomery Scott, he worked at Ernst & Young for three years. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Brian Benacci is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Scottrade Investment Management, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies under a fiduciary standard.

Kristy Mc Cormick is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been associated with First Command's affiliated firms since 2005. First Command Advisory Services, Inc. is a registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Sara Thomas is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that separates one-time planning from ongoing portfolio management and provides services under a fiduciary standard.

Ikechukwu Pius Nwagwu is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2017. Nwagwu also has experience with Heartland Payment Systems and serves as an agent for non-securities insurance products through AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm operates at scale with over 1,200 advisors managing roughly $29.2 billion and utilizes discretionary unified managed accounts and overlay services through advanced technology platforms.

Britton Beachy is a financial advisor with PNC Wealth Management in Mars, PA, holding Series 63 and Series 65 designations and two years of industry experience. His professional background includes roles at PNC Investments LLC and Northwestern Mutual, as well as several positions at Lancaster Bible College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm uses algorithmic risk assessments to recommend portfolios managed by PNC or third-party strategists, with implementation handled by investment delegates.