Robert Horstman is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Capital Analysts, TIAA-CREF, and Cetera Wealth Services. He is also a licensed agent for fixed insurance and annuities, incorporating these products into client financial plans when appropriate. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management and research team that develops strategic and adaptive model portfolios.

Brad Warhurst is a financial advisor with Lincoln Investment Planning, Inc. in Fort Washington, PA, holding a Series 66 designation and having 19 years of industry experience. He has been with Lincoln Investment since 2007. Outside of his advisory role, he is involved in a real estate partnership with his wife focused on long-term investment properties. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history supporting educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management with advisor-led and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model.

Jacob Denz is a CFP® and Series 66 licensed advisor at Lincoln Investment with eight years of industry experience. He has been with Lincoln Investment since 2017 and also has experience at Capital Analysts and Riley St. Station. He serves as Secretary on the Orchard Park Academy of Finance Advisory Board. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

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.

Samuel Newsham is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Lincoln Investment since 2013 and is a part-owner of N2H Wealth Partners, a partnership of three Lincoln financial professionals. Outside of his advisory work, Newsham is a bass player in the music performance group GO HAM!, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling for the Upper Moreland School District, and is Chairman of the Trustees for the Williamson-Corinthian Lodge of Freemasons #368. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management via advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Donal Mcguire is a financial advisor at Lincoln Investment with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Mcguire holds a Series 63 designation. He previously wrote life insurance policies with Midland Life but discontinued after recognizing the arrangement did not align with his firm's processes. Lincoln Investment Planning, LLC is a large enterprise advising a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, notably serving educators and 403(b) and 457(b) program participants. The firm offers financial planning, consulting, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and advisor-led service models.

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.

Michael Izak is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC, State Farm, and Kemp Harvest Financial Group. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a 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 AIM strategies.

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.

Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment 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.

Matthew Norwood is a CFP® professional with 12 years of industry experience, currently affiliated with Lincoln Investment in Fort Washington, PA. He has worked at Capital Analysts and The Vanguard Group and serves as a seminar instructor for continuing education courses through the Center for Professional Education Inc. Additionally, he owns Bloomingdale Wealth Management LLC, under which he offers insurance products including life, long-term care, and disability insurance. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm emphasizes advisor-led consulting and portfolio management supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

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.

Brent Traugh is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is also licensed as a life insurance agent, writing applications for life insurance and fixed annuities. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

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.

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, holding a Series 66 designation and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Ameriprise. She is also co-administrator of the Estate of Robert E. Yost. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services using both discretionary and non-discretionary approaches, with a notable share of assets managed on a non-discretionary basis.

Chase Polly is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Lincoln Investment in 2022, he worked at Horace Mann Investors, Inc. for 10 years and has been involved with First Choice Insurance & Financial Services since 2014. Outside of his advisory work, Polly serves as treasurer for Boots and Branches Nature School LLC, assisting with financial and business management. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. 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 and adaptive model portfolios.