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.

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.

Jennifer Schaefer is a ChFC® with 32 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1993. She holds additional credentials including Series 63 and has a longstanding affiliation with Penn Mutual Life. Outside of her advisory role, she is involved in multiple business ventures including ownership of disability and health insurance services, HR consulting, and a family foundation focused on supporting children and animal welfare. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Daniel Holtz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments LLC since 2015 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments to guide portfolio selection and delegates portfolio implementation to third parties.

Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Paul Staffaroni Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Foundations Financial Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Co. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program, supported by a range of analytical approaches and multiple custodians and strategists.

Matthew Yeisley is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Outside of his advisory role, he works as a server at Outback Steakhouse. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with a variety of investment strategies tailored to client objectives.

Mark Katelhon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at LPL Financial, Lincoln Financial Securities Corporation, and Securian Financial Services. He is also the owner of Nexus2Wealth LLC and is involved with Frankford Insurance and Financial Services. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a variety of investment products through a combination of affiliated and third-party managers.

Brian Darling is a financial advisor with SPC, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Parkland Securities, Citizens Securities, and Equitable Advisors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs and partnerships.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Edward Hogan III is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Parkland Securities since 2014 and with MassMutual Life Insurance Company since 2007. Hogan also operates a fee-based planning business affiliated with SPC and is involved in selling various lines of insurance through multiple companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.