Thomas Mcmanus is a CFP® professional with 34 years of industry experience, currently serving at Lincoln Investment since 1991. He has also been affiliated with the United States Navy, Naval International, during the same period. Outside of his advisory role, he is involved as a member of Axeon Development, LLC, a real estate development entity. Lincoln Investment serves a diverse client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs supported by strategic and quantitative investment approaches.

Gregory Bender is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Lincoln Investment Planning since 2015 and Capital Analysts, LLC since 2026. 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 advisory programs, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

David Holin is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Independent Financial Partners and has been affiliated with Fuhrman Management Associates for over ten years. Outside of his advisory role, he owns Fuhrman Management Associates, a non-investment DBA entity. Independent Financial Partners serves a nationwide network of independent advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with Lincoln Investment Planning, 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, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Kenneth Bonus is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Lincoln Investment since 2019. Prior to that, he worked at HD Vest Investment Services and has held roles in accounting and financial services through his own firm, Bonus Accounting LLC, since 2016. He serves on multiple nonprofit and community boards, including the Butler County Chamber of Commerce, United Way of Southwestern PA, and the Penn Theater Performance Company, among others. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services using a blend of in-house and third-party investment strategies, including discretionary and non-discretionary programs.

Michael Warren is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citizens Securities, Inc., AXA Advisors, LLC, and Becton Dickinson, along with service in municipal roles for the Town of Haverstraw and an academic affiliation with Bloomsburg University of PA. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital, discretionary model account available via an invitation-only employee pilot that uses algorithm-driven risk assessment and delegates portfolio management to approved third parties.

Cynthia Miller is a CFP® professional with 14 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. Her work history includes roles at Capital Analysts, LLC since 2018 and Lincoln Investment Planning since 2011. She previously served briefly as a captive agent for Genworth Financial in long-term care insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs, managing a mix of in-house and third-party strategies guided by an investment management and research team.

Nancy Heffner is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Outside of her advisory role, she serves on the Board of Directors of Women in Transition, where she is Chair of the Development Committee and a member of the Finance Committee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a strong focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing a combination of in-house and third-party strategies overseen by a dedicated Investment Management & Research team.

Erika Ribbens is a financial advisor at Lincoln Investment with three years of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at the United States Air Force Airman & Family Readiness Center. She is also involved with 7:12 Financial LLC, where she provides client communication and appointment preparation services. 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 financial planning, retirement plan advice, and a range of advisory programs that utilize both strategic and tactical investment approaches.

Nicholas Pileggi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Marshall Financial Group and The Fairman Group, LLC. Outside of his advisory role, he is a part owner of Pileggi Property Group, LLC, which involves managing tenant correspondence for rental properties. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Dana Mosk is a CFP® professional affiliated with Private Advisor Group, LLC, with 11 years of industry experience. She has worked at LPL Financial and Private Advisor Group since 2015. Prior to her financial advisory career, Mosk was involved in education-related roles including substitute teaching and participation in the Philly Kidz After School Enrichment Program. Private Advisor Group 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 retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

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 a Series 66 designation and has prior work experience including roles at Konkol Construction and Tractor Supply Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an 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.

Rylan Marx is a financial advisor at Lincoln Investment with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 services, utilizing a mix of in-house and third-party investment strategies managed through both strategic and dynamic approaches.

Matthew Painter is a financial advisor at Lincoln Investment with 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. He holds Series 63 and Series 65 licenses. 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 financial planning, ERISA retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

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.