Bryan Kee is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Capital Analysts and Registered Representative positions since 2022, as well as employment at UPS and Drexel University. 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 solutions, utilizing both strategic and tactical investment approaches, and manages approximately $22.9 billion in advisory assets.

Dylan Mills is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience at Prudential and Foundations Financial Partners. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, with portfolio implementation available through internal models or external subadvisers.

Matthew Mccloskey is a financial advisor with Guardian Life and holds the CFA® designation and Series 63 license. He has one year of industry experience, including roles at Park Avenue Securities and Prosperian Wealth Management. Prior to his advisory career, he spent eight years at Valuation Research Corporation. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and features a hybrid digital advisory solution in addition to traditional portfolio management.

David Friedman is a Series 66-licensed financial advisor with Lincoln Investment in Horsham, PA, and has 27 years of industry experience. He has previously worked at Capital Analysts, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 and retirement plan advice, utilizing a blend of in-house and third-party investment strategies managed by an Investment Management & Research team employing both strategic and tactical approaches.

Kevin Kulak is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior experience includes roles at Brinker Capital, Sanford C. Bernstein & Co., and The Vanguard Group. Outside of his advisory work, he is involved in the sale of insurance products not offered through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement consulting. The firm offers a range of proprietary and third-party investment advisory programs, including discretionary and non-discretionary management, and a hybrid digital advisory solution.

Dipanwita Das is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, Merrill, Wells Fargo, HSBC, Equitable Advisors, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform partnerships and uses AI-enabled tools to support investment research and manager oversight.

Scott Shaw is a financial advisor with J. W. Cole Advisors, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.W. Cole Advisors since 2015. Outside of his advisory role, Shaw serves as chairperson of the Financial Advisory Council at Calvary Chapel Central Bucks Church, where he provides guidance on charitable giving strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Ralph Schneider is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. 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 range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Louis Cammisa II is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 license, and has 28 years of industry experience. He has been with Commonwealth Financial Network and operates Cammisa Financial Services, LLC since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Eric Hershman is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 43 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-term association with Capital Analysts Incorporated since 2001. Outside his advisory roles, he owns Hershman & Associates, a business focused on the sales and service of insurance-related products. 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 services utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Mark Anthony Gibson is a financial advisor with TD Private Client Wealth LLC based in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory work, he is involved with Liberty Resources Home Choices, a provider of home care services, where he contributes as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Sean Macartney is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has been working in the financial industry since 2022. Prior to joining Citizens Securities, he worked at Power Home Remodeling and Police and Fire Federal Credit Union. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Stuart Leibowitz is a financial advisor with SPC, holding a Series 66 designation and 23 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and BIRE Financial since 2005. In addition to his financial advisory work, he maintains an active law license in Pennsylvania, serves on arbitration panels in Montgomery County, and is an elected board member of his residential condo association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

Paul Keller is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Amazon, and Bank of America. Outside of finance, he works as a waiter and host on weekends at The Olive Garden Italian Restaurant. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Victoria Mcdonald is a CFP® professional with 40 years of experience at Lincoln Investment Planning, Inc., and holds Series 63 and Series 65 licenses. She has been a partial owner of Budding IP Properties, a real estate rental LLC, since 2009. 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 advisory services supported by strategic and dynamic investment management approaches.

Brett Hyman is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

Harry Forst is a CFP® with over 42 years of experience at Lincoln Investment, where he has worked since 1983. Based in Horsham, PA, 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 a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.

Luke Hebert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and is also involved with EBA Consulting. Prior to his current roles, Hebert held various positions including multiple terms at High Point University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.