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.

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.

Kyle Webster is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Capital Analysts, Ascensus LLC, and The Vanguard Group, Inc. He is based in Fort Washington, PA. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, managing a blend of strategic and tactical investment approaches through both discretionary and non-discretionary programs.

Daniel Cairns is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. He previously worked at The Marshall Financial Group, Inc from 1995 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, private market exposure, and managed account services.

Glenn Meyer is a CFP® and ChFC® with 31 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2018, following 25 years at GDM Advisory Group, Ltd. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Rubiel Tineo is a financial advisor with Citizens Securities, Inc. in Flourtown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Citizens Securities and Citizens Bank in 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2021 to 2025, Citigroup from 2018 to 2021, and J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2018. He also performs notary services as an outside business activity. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Gregory Kuhn is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes ten years at Bank of America and Merrill. Outside of finance, he is involved with Body Dynamics Fitness Center. Janney Montgomery Scott is a large 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, and advisory programs supported by in-house and third-party portfolio management.

Max Weintraub is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has 12 years of industry experience and has worked at Private Advisor Group since 2016 and LPL Financial since 2013. He also operates Weintraub Financial Services, a business providing investment advisory services. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a range of advisory programs, third-party asset managers, and a proprietary WealthSuite separately managed account program.

Michael Stine is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. 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 both advisor-managed and firm-managed investment programs, using a combination of strategic and dynamic approaches supported by an Investment Management & Research team.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Sean Cook is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network since 2013. He is also the owner of Harvest Advisers LLC, a private operating company for securities and advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services for individual and institutional clients.

Jeffrey Sharer is a CFP® with 15 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has worked at various entities within Bankers Life since 2016. Outside of his financial advisory role, he serves as the President of the Dublin Borough Council. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and manages portfolios across various securities with periodic reviews and rebalancing.