Donald Albacker is a CFP® professional with 19 years of experience in financial advising. He has held roles at Kestra Advisory and Kestra Investment Services since 2026, following over a decade at Jcl Financial Group and Commonwealth Financial Network. His background includes financial planning combined with risk assessment to develop investment plans and manage asset allocation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting large institutional clients and utilizing multiple management platforms and third-party solutions.

Brendan Knapp is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and RenaissanceRe. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Sefa Gunay is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Wells Fargo. Outside of financial services, he works as a Lyft driver. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning and portfolio management through advisor-led and firm-managed strategies. The firm employs a dedicated Investment Management & Research team to develop strategic model portfolios and provide tailored investment solutions.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Firstrust Savings Bank as well as at George's Restaurant. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management.

Lee Kroening is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Lincoln Investment in 2017, he spent 23 years at Legend Equities Corporation and 8 years at Legend Advisory Corporation. Outside of his advisory work, Kroening owns and operates a small farm with beef cattle and cash crops. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Kevin Keane is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 47 years of industry experience. He previously worked at Stifel for 11 years before joining Janney in 2018. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Michael Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His career includes prior roles at First Allied Advisory Services, First Allied Securities, Next Financial Group, and National Planning Corporation. Outside of his advisory work, he is involved in insurance, tax preparation, business consulting, and contributes articles on various business subjects. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms and employs a mix of passive and active strategies tailored to client risk profiles.

Joseph Quigley is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2011, following a seven-year tenure at Wells Fargo Clearing. Outside of advising, Quigley is the owner of Quigley Publishing, LLC, through which he authors investment guides aimed at beginner investors, and he volunteers organizing events for children at a local community organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Latoya Bagwell is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at notable firms including Morgan Stanley and Prudential Insurance Company of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Michael Coffey is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles 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, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies and offers access to third-party discretionary managers while providing ongoing monitoring and supervisory oversight.

Robert Lee is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2016, following four years at J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients associated with TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

Thomas Chun is a financial advisor at PNC Wealth Management in Princeton, NJ, with seven years of industry experience. He holds the CFP® and ChFC® designations along with Series 66, 65, and 63 licenses. Prior to joining PNC Wealth Management in 2025, he worked at LPL Enterprise and Prudential Insurance Company of America, among other roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithmic risk assessment and third-party portfolio implementation.

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. Prior to joining Lincoln, he was employed at Ditech Home Loans and Discover Financial Services. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and operates adaptive strategies.

Lance Rultenberg is a financial advisor with Commonwealth Financial Network in Jenkintown, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, he operates a tax preparation and general accounting service as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Richard Resling is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KeyBank, PNC Investments, and Key Investment Services LLC across multiple periods since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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.

Alan Krichman is a financial advisor at TD Private Client Wealth LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at LPL Financial, M&T Securities, Santander Bank, and Santander Securities. 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 clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 licenses and 41 years of industry experience. She worked at Merrill from 1984 to 2025 before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both as a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Patrick Unrath is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.