Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Emily Mc Guire is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and three years of industry experience. She has previously worked at Northwestern Mutual and The Vanguard Group, Inc. In addition to her advisory roles, she has worked with Azie Media, indicating experience outside the financial sector. 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 management services, utilizing both strategic and tactical approaches supported by proprietary research and technology.

David Reif is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Eagle Strategies since 2009 and previously at Tactical Financial Group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored recommendations and primarily non-discretionary asset management.

Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Joseph Cosden is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations with US Airways and Eastern Air Lines spanning several decades. 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 investment programs, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked concurrently at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, and his own firm, Weinstein & Company, PC, since 2014. Outside of his advisory work, he owns an accounting and tax preparation firm, serves in leadership roles in a local business networking group, and is a partner in a service industry venture. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing most client assets on a non-discretionary basis.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Joan Greenspon is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held roles at Edelman Financial Engines and affiliated firms from 2014 to 2026. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and consolidated reporting services.

Casey Smith is a CFP® with 17 years of industry experience and has been with Oppenheimer & Co Inc since 2012. Based in Warrington, PA, he holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Shaub is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding Series 65 and Series 63 credentials and four years of industry experience. His previous roles include positions at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers and proprietary model portfolios supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

James Farrell Sr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Univest Corporation. He serves as President and a non-voting member of the Upper Moreland Police Pension Fund, where he assists with investment evaluations and board coordination. 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 both advisor- and firm-managed portfolios, employing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Sara McGrath is a Series 66-licensed financial advisor with Lincoln Investment in Fort Washington, PA. She has 21 years of industry experience and has been with Lincoln Investment Planning, Inc. since 2012. Outside of her advisory work, she serves as the Girls Coordinator for Grafton Youth Lacrosse and is President of McGrath & Merrill Associates, Inc., an investment business acquired in 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches across discretionary and non-discretionary programs.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Marc Rapoport is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1996 and holds Series 63 and Series 65 credentials. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.

Leonard Brodsky is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2007 and also operates Leonard Brodsky and Associates Inc., a securities business where he serves as president and sole owner. Additionally, he acts as a trustee for his firm’s defined benefit plan and provides assistance with medical insurance claims for a fee. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Melanie Brassell is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at GWFS Equities, Inc. and Prudential Investment Management Services. Outside of her advisory role, she has served as a substitute teacher in Pennsylvania. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Lincoln Investment Planning since 2013. He serves as a board member for the Erie County Redevelopment Authority, where he participates in voting on low-interest loan recommendations for businesses and nonprofits. Lincoln Investment provides financial planning and retirement plan advice to 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 mix of strategic and tactical investment approaches overseen by an Investment Management & Research team and manages approximately $22.9 billion in advisory assets.