Stella Desantis is a financial advisor at Oppenheimer with 30 years of industry experience. She has held positions at Oppenheimer & Co since 2013 and previously worked at Morgan Stanley from 2011 to 2013. She holds Series 63 and Series 65 licenses. 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across various portfolio types.

Kerrick Vesper is a financial advisor at Lincoln Investment in Horsham, PA, holding the Series 66 designation. Vesper has been with Lincoln Investment since 2025 and previously worked at N2H Wealth Partners LLC and the Montgomery County Commissioner’s Office. Vesper is also affiliated with the University of Tampa. 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, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cyndy Toscano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank, N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Laura Leuter is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Outside of her advisory role, she serves as a board member for the Friends of the Burlington County Animal Shelter, participating in governance and fundraising activities. 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 investment solutions, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Sean Easton is a financial advisor with Hornor, Townsend & Kent, LLC, holding over 14 years of industry experience. He is a partner and owner of D'Angelo & Easton, PC, where he provides tax preparation and accounting services. Additionally, he is a member of Atlas Management & Consulting Company, offering bookkeeping and business consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar portfolio through a network of advisers and third-party asset managers.

Dante Gazzola is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. He has worked at TD Bank N.A. and Equitable Advisors, and has held roles outside finance including positions at Woodcrest Country Club and Sunlight Care, LLC. Dante also spent four years at Wilkes University and Cherry Hill East High School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios combining strategic and tactical asset allocation, utilizing both affiliated and third-party managers, and offers financial planning support along with custody and reporting services.

Erik Hanhauser is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. Prior to joining Oppenheimer, he held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2015 to 2021. Outside of his advisory work, he is the sole proprietor of a Bitcoin mining business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment programs and maintains custody of client assets while managing substantial advisory assets across various portfolio strategies.

Randal Buettner is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. 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 tactical approaches overseen by an Investment Management & Research team.

Alexandra Donker is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2015. 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 a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Derrick Schemmel is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Clarity Point Financial Partners, Radian Group, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and financial planning.

Joseph Rindone is a financial advisor at Lincoln Investment with a Series 66 designation and less than one year of industry experience. Prior to joining Lincoln Investment, he held positions at J&L Building Materials, The University of Pittsburgh, Red Robin, and Pennridge School District. 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 model portfolio and program options, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Khalif Mink is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, J.P. Morgan Securities, Fidelity Brokerage Services, and JPMorgan Chase Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing TIAA-administered retirement plan relationships. The firm also provides referrals to affiliated services and acts as investment adviser to the TIAA Donor Advised Fund.

Clark Tatum is a financial advisor with Lincoln Investment and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 14 years at Legend Equities Corporation before joining Lincoln Investment in 2017. 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 retirement plan advice services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Frank Violante is a financial advisor at Lincoln Investment with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2018. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, TD Wealth Management Services Inc., Banc Of America Investment Services, Inc., Quick & Reilly, Inc., and Prudential Equity Group, LLC. 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 and firm-managed model portfolios, and operates both as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Marc Panaro is a Certified Financial Planner (CFP®) with 27 years of industry experience. He currently works at Lincoln Investment and has held prior roles at Legend Advisory Corporation and Legend Equities Corporation. Panaro is based in Fort Washington, PA. Lincoln Investment serves a diverse client base including 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 various advisory programs, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Brendan Gertz is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and beginning his career in 2025. Prior to joining Valic, he worked with Automated Data Processing Inc. and was involved with Lehigh Valley Phantoms Youth. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Gonzalez is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Beacon Pointe Advisors, LLC in various roles since 2020 and previously held positions at SEI Investments Management Corporation. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private markets.

Lillian Gardosh is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., based in Mount Laurel, NJ. She has three years of industry experience and has worked with Bankers Life Securities, Inc. since 2021. Prior to her financial services career, she held various roles in the salon industry. In addition to her advisory work, she is appointed as an agent with Bankers Life and Casualty Company, where she sells medical and life insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Jason Midkiff is a financial advisor with GWN Securities Inc. in Bordentown, NJ, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Midkiff Advisory Group, and Independent Financial Solutions. He is also involved in fixed and indexed insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both traditional asset allocation and tactical market-timing strategies across its offerings.