Robert Ferreira is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at TIAA-CREF, Citizens Securities, Inc., PNC Wealth Management, Cetera Wealth Services, LLC, and Wells Fargo Clearing. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and wrap and non-wrap platforms.

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.

Christopher Oneill is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point‑in‑time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Andrew Hanson is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Marshall Financial, Spread Bagelry, and Crumbl Cookies. He studied and worked in educational settings at Villanova University, Holy Ghost Prep, and Our Lady of Good Counsel. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies combined with selective private market exposure.

Alexander Di Medio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has held positions at Merrill Lynch and the University of Richmond. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Christopher Uliano is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Santander Securities, Northwestern Mutual, and TD Bank. He is also affiliated with Pennsylvania State University. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes strategic and tactical asset allocation, combining investments from affiliated and third-party sub-managers through platforms like Envestnet and custodians such as Pershing.

Randall Cohen is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and advisory services such as donor-advised funds.

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.

Jordan Jackson is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining TD Private Client Wealth in 2023, he worked at Lincoln Investment from 2019 to 2023. Outside of his advisory role, he also works independently providing commercial cleaning services. 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 investors. The firm’s investment approach combines strategic and tactical asset allocation through proprietary and third-party sub-managers, delivering portfolio management, financial planning support, and custody solutions.

Dylan Hansen is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory. His prior work includes positions at OSAIC, FSC Securities Corporation, Bank of America, Merrill, and Onwentsia Golf Club. He also serves as a non-public arbitrator for FINRA and operates as an independent insurance agent through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Patrick Sweet is a CFP® with 11 years of industry experience currently affiliated with Rockefeller Financial LLC. He has worked at Merrill and Rockefeller Capital Management, with a prior role at Starbucks Corporation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting while operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

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.

Melissa Borelli is a financial advisor at Lincoln Investment with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2004. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic AIM strategies.

Angela Thayer is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 securities licenses. Her career includes multiple roles at TD Bank N.A. dating back to 2015, as well as earlier experience at Toys R Us. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Cameron Zubey is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Tussey Mountain. Outside of financial services, he has experience working at FourPaws Doggie Daycare. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to a consolidated investment platform and personalized managed account solutions.

Stephanie Zysk is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Morgan Stanley. She is also a co-administrator for the estate of Robert E. Yost. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Key Investment Services LLC in various capacities since 2016 and previously worked at Key Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model that includes platform support from Envestnet and portfolio management by the Key Wealth Chief Investment Office and third-party managers.

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.

Lindsay Bennett is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at PNC Investments and a year at RBC Capital Markets. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic assessments to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.