Pamela Lepore is a financial advisor at Lincoln Investment with 26 years of industry experience. She holds the CFP® designation and Series 63 license. Pamela has been with Lincoln Investment Planning, Inc. since 1999. Lincoln Investment serves individuals, 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 advisor- and firm-managed investment programs.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Alexander Snyman is a financial advisor with Lincoln Investment, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Analysts, Barilotti Wealth Strategies, Eagle Strategies, and New York Life. In addition to his advisory duties, he is appointed as an insurance agent for brokering fixed insurance products. 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 both advisor- and firm-managed investment programs, using a combination of strategic and tactical approaches overseen by an in-house Investment Management & Research team.

James Reitzel Jr. is a financial advisor with Centaurus Financial, Inc. in Doylestown, PA, holding a Series 63 designation and 49 years of industry experience. He has been with Centaurus Financial since 1999. Outside his advisory work, he owns J. Richard Reitzel and Associates, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Kevin Clark is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Lincoln Investment Planning since 2012 and also has an ongoing affiliation with the University of Scranton since 2010. Outside of his advisory role, Clark is a co-founder and partner of MC Capital Management, LLC. 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 comprehensive financial planning, ERISA retirement plan advice, and a range of model portfolio programs, utilizing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Robert Horstman is a CFP® professional with 15 years of industry experience, currently with Lincoln Investment. He previously worked at TIAA-CREF from 2015 to 2020. Horstman incorporates fixed insurance and annuities into client financial plans when appropriate. 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 manages a range of model portfolios using both strategic and dynamic investment approaches.

Brad Warhurst is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he is involved in a real estate partnership with his wife, focusing on purchasing and managing investment properties, and he also provides clients with fixed life insurance, annuities, and Medicare-related products. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolio programs, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Robert Ferreira is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Citizens Securities, INC. prior to joining Lincoln Investment in 2025. 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 model portfolios through both in-house and third-party strategies overseen by an Investment Management & Research team.

Anna Robinson is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has prior experience at Foundations Financial Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of her advisory role, she was involved with Owowcow Creamery from 2019 to 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers.

Samuel Newsham is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He co-owns a partnership of three Lincoln Investment financial professionals and has also worked with Capital Analysts, LLC. Outside of his advisory role, he performs as a multi-instrumentalist in a music ensemble, serves as Vice President of a charitable organization, coaches middle school wrestling, and holds leadership positions in a Masonic fraternity. 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 advisory services using both in-house and third-party investment strategies that include strategic and dynamic approaches overseen by an Investment Management & Research team.

Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked at Commonwealth since 2016 and previously at WFG Investments, Inc. from 2012 to 2016. She is co-owner of Assay Wealth Partners, LLC, and owns Assay Private Client, which provides estate planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Donal Mcguire is a financial advisor at Lincoln Investment with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Mcguire holds a Series 63 designation. His other business activities included briefly writing life insurance policies with Midland Life, which he discontinued after recognizing compliance issues with his primary firm. 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 variety of financial planning and investment management services utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Michael Izak is a financial advisor at Lincoln Investment with Series 66 registration and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC and State Farm. 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 various model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Donald Scholz is a CFP® with 32 years of experience in the financial industry. He is currently with Creative Planning and previously worked for The Marshall Financial Group, Inc. for over 30 years. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

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.