Valerie Visconti is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at Capital Analysts and Lincoln Investment since 2020, and previously spent over two decades with Valic Investment Services Company, Valic, and The Variable Annuity Marketing Company. 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, and a range of investment programs supported by in-house and third-party strategies overseen by an Investment Management & Research team.

R Gaillard is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.

Chelsea Gordon is a CFP® professional with 10 years of experience at Lincoln Investment in Horsham, PA. She has worked exclusively with Lincoln Investment since 2013. Gordon operates under Encompass Wealth & Legacy Planning LLC, a DBA for her Lincoln business, through which she provides retirement, investment, and education planning services. 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 advisor-managed and firm-managed investment programs utilizing both strategic and dynamic approaches.

Stephen Schultz is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning since 2014 and Capital Analysts, LLC since 2023. 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 model portfolios using both in-house and third-party strategies overseen by an Investment Management & Research team.

Roger Walton is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and has a longstanding background with Kestra Investment Services, Equity Services, Inc., and Premier Financial Group dating back to the late 1990s. Outside of advisory services, he owns an insurance business and operates a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Frank Rosala is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2022. He previously worked at The Prudential Insurance Company of America and Prudential Annuities Distributors, Inc. from 2015 to 2021. Lincoln Investment serves individuals, 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, and managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

William Sullivan is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. 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 through a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.

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.

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

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.

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.

Andrew Stahl is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2019 to 2024 and Springs Window Fashions LLC from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

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.

Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 33 years of industry experience. He has worked with Kestra Investment Services, LLC and Principal Life Insurance Co since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, operating registered representative activities and insurance services under a DBA name. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, compliance testing, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions within a supervisory framework.

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.