Leonard Rizzotti is a CFP® with 42 years of industry experience, currently with Lincoln Investment since 2004. He serves as a board member for the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the mutual fund portfolio funding student scholarships. 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 financial planning, retirement plan advice, advisor-managed portfolios, and operates as both a broker-dealer and SEC-registered RIA, managing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Donald Albacker is a CFP® professional with 19 years of experience in financial advising. He has held roles at Kestra Advisory and Kestra Investment Services since 2026, following over a decade at Jcl Financial Group and Commonwealth Financial Network. His background includes financial planning combined with risk assessment to develop investment plans and manage asset allocation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting large institutional clients and utilizing multiple management platforms and third-party solutions.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020, with prior experience at Firstrust Savings Bank and in the hospitality industry. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to different programs and advisors and manages approximately $36.7 billion in assets.

Kevin Keane is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 47 years of industry experience. He previously worked at Stifel for 11 years before joining Janney in 2018. Janney Montgomery Scott LLC is a dually registered 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Michael Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Schwartz is involved in insurance services, tax preparation, business consulting, and writes articles on various business topics. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory platforms and a national network of Investment Adviser Representatives.

Joseph Quigley is a financial advisor with Oppenheimer in Warrington, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer since 2011. Outside of his advisory role, he is the owner of Quigley Publishing, LLC, through which he authors investment-related books, including "Wake Up to InvestiNG" and "Wake Up to $aving$." He also volunteers organizing events for children at a local community organization in his hometown. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies to tailor client solutions, and it acts as a qualified custodian for client assets.

Robert Lee is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2016, following four years at J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients associated with TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Richard Resling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes positions at KeyBank and PNC Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client direction in model selection alongside ongoing monitoring and oversight.

Daniel Cairns is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. He previously worked at The Marshall Financial Group, Inc from 1995 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, private market exposure, and managed account services.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for over four decades. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform of affiliated trust, insurance, and brokerage services.

Gregory Kuhn is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes ten years at Bank of America and Merrill. Outside of finance, he is involved with Body Dynamics Fitness Center. 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, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Patrick Unrath is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Newtown, PA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines integrated trust and insurance services with brokerage and placement capabilities through its Rockefeller Global Family Office platform.

Mark Henderson is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Equity Services in 2024, he worked at Abmm Financial, Madison Brokerage, and GWN Securities from 2015 to 2024. Outside of finance, he has worked as a freelance commercial diver since 2012. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Mark Strange is a financial advisor at Janney Montgomery Scott with Series 65 and Series 63 licenses and three years of industry experience. He has worked in various roles including positions at McAdam Financial, Equitable Advisors, and Empower Financial Services. 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 diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Daniel Quinn is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and Facet. Quinn has worked at TIAA-CREF since 2023. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized portfolios, and acts as adviser to a donor-advised fund.

Danila Vasiukou is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Key Investment Services and KeyBank, Danila has held roles at Principal Life Insurance Company, Principal Securities, and various other organizations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and provides oversight of third-party advisory products within the KeyCorp group.

Bradley Adams is a financial advisor with Janney Montgomery Scott in New Hope, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2011. 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 various advisory programs.

Maxwell Mercando is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Foundations Financial Partners, Repko Law, and Morgan Stanley. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary portfolio construction, model portfolios, and multiple program structures, supported by substantial clearing and custody relationships.