Shawn Burger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and KeyBank prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary solutions supported by third-party platforms and AI-enabled research tools.

Edward Kelly Jr. is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Brinker Capital, Orion Portfolio Solutions, and Garden Leave. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a team-based investment process that combines internal management, relationship management, and governance committees to create customized portfolios and managed account programs, with a notable focus on servicing investment company clients.

Donald Connors is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with Guardian Life since 2011 and Park Avenue Securities since 2022. Outside of his advisory role, Connors is the owner of LifePoint Financial LLC, which manages residual commissions for life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services with a blend of proprietary and third-party investment models.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked in retail and construction. Outside of advising, he is employed as a team member at Tractor Supply Company. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Joanne Laut is a financial advisor at Lincoln Investment with 38 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Cetera and Cetera Wealth Services. Laut is also involved in Winchester Financial Group LLC, an investment-related business where she performs supervisory duties. Lincoln Investment Planning, LLC serves a broad 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 through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Russell Valante is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1998 and holds Series 63 and Series 66 licenses. 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 diverse client base with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Kevin McGonagle is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Outside of his advisory role, he serves as managing partner at Redwood Financial Advisors, LLC, an insurance brokerage focused on insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment and brokerage capabilities supported by third-party asset manager partnerships.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Caitlin Strunk is a CFP® with 10 years of industry experience, currently serving with Private Advisor Group, LLC since 2018. Her career includes roles at LPL Financial and National Planning Corporation. Outside of her advisory work, she is involved with Comprehensive Financial Holdings, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he worked at Hartford Funds Distributors, LLC and LPL Financial, LLC. He is also affiliated with the Union League National Golf Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and third-party managers to deliver a range of investment strategies.

Sylar Hinkle is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at Phillips Financial Services. Outside of finance, he has been involved with Cool Creek Golf Course since 2020. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-led and firm-managed strategies supported by an in-house Investment Management & Research team.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in the restaurant industry as a cook at North Park Lounge. Lincoln Investment Planning, LLC is a large enterprise firm 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 advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and employs multiple third-party managers.

Joshua Holin is a Series 65-licensed financial advisor with Independent Financial Partners in Fort Washington, PA, and has one year of industry experience. His prior experience includes roles at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Hee Park is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including long tenures at FSC Securities Corporation and several advisory roles since 2023. He also operates JSO Partners, an entity related to his LPL business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and incorporates both proprietary and third-party investment solutions, leveraging multiple strategies and technologies to address client goals and risk tolerances.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with various Ameritas entities since 2006 and operates Premier Planning Group, where he is a licensed independent insurance agent selling fixed insurance products. He is also a partner in Premier Planning Partners, a marketing organization focused on collaborative strategy. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, supports both discretionary and non-discretionary advisory relationships, and utilizes multiple custodial platforms alongside third-party tools for portfolio management.

Scott Wetherbee is a financial advisor with CWM, LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Carson Wealth, Independent Financial Group, and Dejesus & Wetherbee LLC. Outside of advisory work, he serves as treasurer for the nonprofit Facing Addiction Ministries and is involved in several business ventures, including a bookkeeping and accounting firm and an RV rental company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Northrop Grumman for 13 years. Outside of his advisory role, he is employed as a mechanical engineer and project manager at Advent Design Corp, a robotics and automation firm. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes a layered delivery model combining advisor-led consulting and model portfolios.