Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment solutions.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Brent Traugh is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed to write life insurance and fixed annuity applications. 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 tactical approaches overseen by its Investment Management & Research team.

Melissa Borelli is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2004. 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, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs, utilizing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Stephanie Zysk is a financial advisor at Oppenheimer with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as co-administrator of the estate of Robert E. Yost. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and provides both discretionary and non-discretionary investment solutions.

Chase Polly is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Polly has worked with firms including Horace Mann Investors and First Choice Insurance & Financial Services, where he remains involved as owner of a financial services and marketing business. He also supports his wife’s nature school business by managing financial operations and business planning. 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, and a variety of advisor-managed and firm-managed investment programs, combining strategic and tactical investment approaches.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection supported by ongoing product due diligence and supervisory oversight.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in financial guidance and advisory services since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement plan consulting through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Lindsey Menezes is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has previously worked with Ameriprise Financial Services, Minnesota Life Insurance Company, Securian Financial Services, and Foundations Financial Partners. Menezes also spent time in academia with Grove City College’s Mathematics Department. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and their clients nationwide. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kimberly Wenger is a ChFC® with 13 years of experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2012. She also holds positions in life and multi-line insurance brokerage with firms including Penn Mutual Life Insurance Company. Outside of her advisory work, she is involved in lacrosse as a high school head coach and serves as a board member for the Pennsylvania Girls' Lacrosse Association. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Valerie Visconti is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Capital Analysts and Lincoln Investment since 2020, and previously spent over two decades with Valic Investment Services Company, Valic, and The Variable Annuity Marketing Company. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs supported by in-house and third-party strategies overseen by an Investment Management & Research team.

Chelsea Gordon is a CFP® professional with 10 years of experience at Lincoln Investment in Horsham, PA. She has worked exclusively with Lincoln Investment since 2013. Gordon operates under Encompass Wealth & Legacy Planning LLC, a DBA for her Lincoln business, through which she provides retirement, investment, and education planning services. 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, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and dynamic approaches.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Foreside Financial Services, LLC, Sei Investment Management Co., and Sei Investments. Boylan also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, fixed-income sub-advisory, and 3(38) retirement plan management. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios while combining enterprise scale with a high client and asset load per advisor.

Roger Walton is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and has a longstanding background with Kestra Investment Services, Equity Services, Inc., and Premier Financial Group dating back to the late 1990s. Outside of advisory services, he owns an insurance business and operates a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Frank Rosala is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2022. He previously worked at The Prudential Insurance Company of America and Prudential Annuities Distributors, Inc. from 2015 to 2021. Lincoln Investment serves individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

William Sullivan is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.

Steven Moyer is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mariner Wealth Advisors, Sfg Investment Advisors, Everence Trust Company, and ProEquities, Inc. He is a board member of Grantd Equity Inc., an advisory role unrelated to investment activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with external managers to offer customized portfolios and integrates tax, accounting, and administrative CFO services uncommon among firms of its size.

William Harvey is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney since 2002 and holds the Series 63 designation. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through multiple platforms.

Vatsal Assar is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth and MPACT Financial Group since 2016 and previously worked at WFG Investments, Inc. from 2012 to 2016. Assar is a co-owner of Assay Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios with access to various securities and insurance products.

Andrew Kotulka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.