Steven Moyer is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mariner Wealth Advisors, Sfg Investment Advisors, Everence Trust Company, and ProEquities, Inc. He is a board member of Grantd Equity Inc., an advisory role unrelated to investment activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with external managers to offer customized portfolios and integrates tax, accounting, and administrative CFO services uncommon among firms of its size.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

William Harvey is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney since 2002 and holds the Series 63 designation. 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through multiple platforms.

Andrew Kotulka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Heather Holt is a Series 66-licensed advisor with Citizens Securities, Inc. in Souderton, PA. She has been with Citizens Securities and Citizens Bank since 2011, with experience spanning various roles within the institutions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform based on ETF portfolios and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

Scott Anderson is a financial advisor with First Command Advisory Services in Blue Bell, PA, holding a Series 66 credential and five years of industry experience. Prior to his advisory career, he served in the United States Coast Guard from 2015 to 2020. Anderson also serves as the Financial Secretary for Lighthouse Baptist Church, where he manages financial reporting and oversight duties. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers within a discretionary investment framework.

Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

John O'hara Jr. is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Lansdale, PA. He has worked with LPL Financial since 2017 and previously with National Planning Corporation and Private Advisor Group, LLC. Outside of his advisory work, he is involved with Comprehensive Financial Holdings, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Cynthia Egan is a financial advisor at Lincoln Investment with 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1998 and is also the president and owner of Egan Wealth Management. In addition to her advisory work, she has longstanding affiliations with the University of Pittsburgh and other organizations. 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 portfolio options, employing both strategic and tactical investment approaches.

Mark Kelley is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Thomas Beeby is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Simon Quick Advisors and Magnetar Capital, and he has a background involving University of Delaware and lacrosse-related activities. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a broad range of investment solutions and supports its advisors with operations, technology, compliance, and practice management services.

Alexis Cain is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and eight years of industry experience. She has been with Lincoln Investment and its affiliates since 2016. Outside of her advisory role, Alexis is involved with Retro Fitness of Fairless Hills, where she has been active since 2013. 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 ERISA retirement plan advice, using a mix of strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Christopher Caradec is a financial advisor at Mariner with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce Fenner & Smith Incorporated for 14 years. Caradec is based in Fort Washington, Pennsylvania. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to implement customized portfolios.

Paul Kilday Jr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Guardian Life and Guardian Investor Services, LLC. He is also involved as a producer with Triple V, Inc., doing business as Marshall Wealth Management. 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 portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Legend Equities Corporation for 13 years before joining Lincoln Investment in 2017. Outside of his advisory role, he prepares taxes for clients and sells Medicaid-compliant annuities independently. 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, using both strategic and tactical approaches supported by proprietary research and technology.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Dawn Wyatt is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill Lynch. Before entering the financial sector, she spent two years at Reliefband Technologies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Michael Nelligan is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017, previously working at Legend Equities Corporation for 16 years. Outside of his advisory role, he serves as a trustee for the grandchildren of his late uncle. 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, using both strategic and dynamic approaches supported by an Investment Management & Research team.

Joseph Di Criscio Jr. is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth CMT and Lincoln Financial Advisors Corporation. In addition to his advisory roles, he has been affiliated with Temple University since 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 employs a range of strategic and tactical investment approaches overseen by its Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she is involved as a server for wedding and corporate event catering. 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 manages both advisor- and firm-managed portfolios using strategic and tactical investment approaches.