Christopher Caradec is a financial advisor at Mariner with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce Fenner & Smith Incorporated for 14 years. Caradec is based in Fort Washington, Pennsylvania. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to implement customized portfolios.

Paul Kilday Jr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Guardian Life and Guardian Investor Services, LLC. He is also involved as a producer with Triple V, Inc., doing business as Marshall Wealth Management. 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 advisor- and firm-managed portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Legend Equities Corporation for 13 years before joining Lincoln Investment in 2017. Outside of his advisory role, he prepares taxes for clients and sells Medicaid-compliant annuities independently. 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 variety of financial planning and investment management services, using both strategic and tactical approaches supported by proprietary research and technology.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother’s estate, currently involved in its liquidation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services that include portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation and manager selection across multiple asset classes.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Damon Campbell is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Financial Advisors Corporation and Skyview Investment Advisors LLC. He is based in Yardley, PA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Dawn Wyatt is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill Lynch. Before entering the financial sector, she spent two years at Reliefband Technologies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Michael Nelligan is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017, previously working at Legend Equities Corporation for 16 years. Outside of his advisory role, he serves as a trustee for the grandchildren of his late uncle. 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 dynamic approaches supported by an Investment Management & Research team.

Joseph Di Criscio Jr. is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth CMT and Lincoln Financial Advisors Corporation. In addition to his advisory roles, he has been affiliated with Temple University since 2018. 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 employs a range of strategic and tactical investment approaches overseen by its Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she is involved as a server for wedding and corporate event catering. 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 manages both advisor- and firm-managed portfolios using strategic and tactical investment approaches.

Jonathan Holin is a Series 65-registered advisor with Independent Financial Partners and has been in the financial services industry since 2015. He previously worked at Simon & Simon, PC from 2015 to 2019 and has been associated with Fuhrman Management Associates since 2019. Holin joined Independent Financial Partners in 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, and offers both decentralized investment strategies and centralized asset management options.

Mark Goldstein is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014. Outside of his advisory role, he is involved in an insurance agency offering health insurance through Goldmark Associates. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and also owns VAN Consulting Inc, where he provides personal financial tax planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Stephen Manzo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment since 2016 and also maintains roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, Inc. 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 solutions, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Liam Mc Guire is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital Analysts and Azie Media. 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 manages a range of advisory programs using both strategic and tactical investment approaches.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Eric Dean is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Private Advisor Group, LLC and Woodbury Financial Services Inc. Dean is involved in insurance consulting and operates a financial management business as well as a real estate rental activity. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Pensyl is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Lincoln Investment since 2019, Citizens Securities, Inc., Citizens Bank, Robert Morris University, and Capstone Logistics, LLC. He also assists Senior Financial Advisor Cynthia Egan in various aspects of her practice, including client communications and portfolio management. 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 manages a range of discretionary and non-discretionary investment programs supported by an Investment Management & Research team.

Jean Bloom is a Series 63 licensed financial advisor with 43 years of industry experience. She has been with Janney Montgomery Scott since 1989. Janney Montgomery Scott LLC is a dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Cameron Aglow is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and beginning his industry career in 2025. His prior experience includes roles at LPL Financial and Risler Financial Management. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm utilizes multiple analytical approaches and provides access to third-party asset managers and proprietary managed account programs.