Lyla Mc Curdy is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding the ChFC® designation and Series 63 license, with nine years of industry experience. She has been affiliated with Eagle Strategies since 2023 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Mc Curdy serves as a director of NAIFA Greater Philadelphia, a nonprofit organization focused on professional education and ethical conduct in the insurance and financial advisory industry. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Valerie Widhson is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Lincoln Investment since 2018, following prior roles at Lockwood Advisors Inc and Pershing LLC from 2014 to 2018. 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 advisory services, employing both strategic and tactical investment approaches through in-house and third-party strategies.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently with Lincoln Investment since 2004. He serves as a board member for the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the mutual fund portfolio funding student scholarships. 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, advisor-managed portfolios, and operates as both a broker-dealer and SEC-registered RIA, managing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Aziza El Harre Bey is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Lincoln Investment since 2019, following prior roles at Santander Securities, Santander Bank, and Fidelity Brokerage Services, as well as a period of self-employment. 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-managed and firm-managed investment programs, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Kelly Ochotny is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2000 and has also been affiliated with Temple University since 1999. Outside of her advisory role, she works as a Client Service Associate to another financial advisor, Leonard Rizzotti. 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 variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Gregory Sankey is a CFP® professional with 18 years of industry experience. He is currently affiliated with Lincoln Investment and Capital Analysts and previously worked at The Horace Mann Companies. He is also the president and owner of Sankey Insurance and Financial Services, Inc., an insurance and financial services business. 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, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Brendan Knapp is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and RenaissanceRe. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Sefa Gunay is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Wells Fargo in various capacities. Outside of his advisory role, Gunay provides transportation services as a Lyft driver. 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 managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020, with prior experience at Firstrust Savings Bank and in the hospitality industry. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to different programs and advisors and manages approximately $36.7 billion in assets.

Lee Kroening is a CFP® with 38 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of finance, he owns and operates a small farm raising beef cattle and growing cash crops. 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-managed and firm-managed model portfolios, employing a mix of strategic and dynamic investment approaches.

Alani Sewell is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 17 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2009. 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 advisory services, employing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Keith Morris is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Steward Partners subsidiaries and Raymond James Financial Services. Outside of his advisory work, Morris serves as an assistant basketball coach at Saint Joseph Preparatory School and is a board member of the Just Win Today Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and consulting through a variety of proprietary and third-party investment solutions.

Joseph Quigley is a financial advisor with Oppenheimer in Warrington, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer since 2011. Outside of his advisory role, he is the owner of Quigley Publishing, LLC, through which he authors investment-related books, including "Wake Up to InvestiNG" and "Wake Up to $aving$." He also volunteers organizing events for children at a local community organization in his hometown. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies to tailor client solutions, and it acts as a qualified custodian for client assets.

Stephen Bach is a CFP® professional with 25 years of experience, currently serving at Lincoln Investment Planning, Inc. since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as Treasurer, Finance Committee Member, and Board Member at Grace Bible Fellowship Church. Lincoln Investment serves individuals, including high-net-worth clients, 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-managed and firm-managed investment programs, utilizing a mix of strategic and tactical approaches overseen by an Investment Management & Research team.

Michael Coffey is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Private Advisor Group, LLC, and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group and maintaining multiple affiliated financial service relationships.

Elijah Vottero is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, following roles at Ditech Home Loans and Discover Financial Services. Based in Fort Washington, PA, he has provided financial services throughout his career. 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 managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Carolyn Oh is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Sagepoint Financial, and Goldman Sachs. She is also involved in providing investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Richard Resling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes positions at KeyBank and PNC Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client direction in model selection alongside ongoing monitoring and oversight.