Michael Patitucci is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981 and holds the Series 63 designation. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Chad Kinney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2009 to 2022 and Morgan Stanley from 2022 to 2024 before joining Empower in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Mark Madvedoff is a CFP® and holds a Series 63 license with 44 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981. 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, and advisory programs.

Kelly Jefferson is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 66 designation and has worked at Cincinnati Service Center since 2011 and Five Season since 2007. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing notably on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches through both in-house and third-party strategies, managing discretionary and non-discretionary programs.

Anthony Mazzariello is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer Funds Distributor, and other financial firms. He is also the president and founder of Nexus Financial Advisors, LLC, a financial services practice he established to potentially expand through partnering with other advisors. 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by an in-house Investment Management & Research team.

Evangelos Tsembelis is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bofa Securities, Inc. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Theodore Cohn is a financial advisor with Lincoln Investment, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 47 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Incorporated since 2001. Outside of advisory roles, he owns Sun Benefits, a business involved in insurance and group benefit sales, including non-variable life settlements. 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 range of advisor- and firm-managed investment programs, combining strategic and dynamic approaches overseen by its Investment Management & Research team.

Mary Ann Lazzaro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at JRB Wealth Management since 2019 and previously spent seven years with Ameriprise Financial Services. Outside of her advisory role, she is president and owner of Lazzaro Financial Services, Inc., which offers tax preparation, accounting, and financial advice services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, and compliance support to affiliated advisors.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

Thomas Watkins Jr. is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1982. Outside of his advisory role, he serves on the Board of Trustees and the 403b Investment and audit committees at Springside Chestnut Hill Academy and is a member of the John McKee Scholarship Committee, which reviews scholarship applications for high school students. 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 retirement plan services, managing a mix of in-house and third-party investment strategies using both strategic and tactical approaches.

Summer Horan is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including with GM Financial Consultants and PHH Mortgage Corporation. Outside of her advisory work, she provides quoting and customer service for home, auto, and business insurance through CGM Risk Management & Insurance. 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, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Austen Lunt is a CFP® and Series 66 licensed financial advisor with five years of industry experience. He currently works at Lincoln Investment and Capital Analysts, both since 2021. His prior work experience includes roles at Sewickley Car Store and Leones Pet Supply as well as academic positions at La Roche University and Community College of Allegheny County. 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 advisory programs, managing a mix of strategic and dynamic investment strategies through an in-house Investment Management & Research team.

Luis Celso Rosa is a financial advisor with TLG Advisors, Inc. in New Hope, PA, holding a Series 66 designation and 25 years of industry experience. He previously worked at AXA Advisors, LLC for 15 years before joining The Leaders Group, Inc. in 2020. Outside of his advisory role, he is also an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Timothy Gormley is a CFP® professional with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 11 years at Stifel. 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 and offers brokerage, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Donna Wren is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is the president and managing member of Donna L. Wren, LLC, an entity used for tax and accounting purposes. 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 and a variety of investment programs, managing assets through both strategic and dynamic approaches overseen by an internal Investment Management & Research team.

Sean Moreland is a CFP® with 27 years of experience in the financial industry. He is currently with Rockefeller Capital Management and has previously worked at Bank of America, Merrill, and J.P. Morgan. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services to a diverse client base.

James Bartow Jr. is a CFP®-designated financial advisor with over 33 years of industry experience, currently affiliated with United Planners' Financial Services of America. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and operating his own practice, James A. Bartow. He is also involved in insurance brokerage activities and owns JB Financial, a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client-directed investment strategies.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Lincoln Investment since 2016, with earlier roles at J.G. Wentworth and eMoney Advisor LLC. Forst is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings and semiannual shareholder reports. 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 model portfolios, employing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Beth Peckman is a financial advisor with Lincoln Investment in Horsham, PA. She holds Series 63 and Series 65 licenses and has 18 years of industry experience. Peckman has been with Lincoln Investment Planning, Inc. since 1998 and is also affiliated with Temple University. 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, managed model portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Mark Clark is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of advising, Clark is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services, often through non-discretionary advisory relationships and multiple program structures.