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.

Nancy Heffner is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Heffner serves on the Board of Directors for the nonprofit Women in Transition, where she chairs the Development Committee and is a member of the Finance Committee. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with a strategic investment approach driven by its in-house Investment Management & Research team and incorporates third-party managers and model portfolios.

Erika Ribbens is a financial advisor at Lincoln Investment with a Series 66 credential and three years of industry experience. Her prior roles include service at the United States Air Force Airman & Family Readiness Center and time spent at Eastern Washington University. She is also involved with 7:12 Financial LLC, where she performs client communication and appointment preparation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of independent advisors.

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® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2015. Prior to her advisory career, she was involved in education through substitute teaching and worked with the Philly Kidz After School Enrichment Program. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm operates a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to support client goals.

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

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.

Kelly Binkowski is a financial advisor with Commonwealth Financial Network in New Hope, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining Commonwealth in 2018, Kelly worked at Leonard Brodsky and Associates, Inc., Bank of America, N.A., and Merrill. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

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 the Series 66 designation and has previously worked in retail and construction. Outside of advising, he is employed as a team member at Tractor Supply Company. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Joanne Laut is a financial advisor at Lincoln Investment with 38 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Cetera and Cetera Wealth Services. Laut is also involved in Winchester Financial Group LLC, an investment-related business where she performs supervisory duties. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house 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.

Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

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.

Kevin McGonagle is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Outside of his advisory role, he serves as managing partner at Redwood Financial Advisors, LLC, an insurance brokerage focused on insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment and brokerage capabilities supported by third-party asset manager partnerships.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Caitlin Strunk is a CFP® with 10 years of industry experience, currently serving with Private Advisor Group, LLC since 2018. Her career includes roles at LPL Financial and National Planning Corporation. Outside of her advisory work, she is involved with Comprehensive Financial Holdings, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he worked at Hartford Funds Distributors, LLC and LPL Financial, LLC. He is also affiliated with the Union League National Golf Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and third-party managers to deliver a range of investment strategies.

Sylar Hinkle is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at Phillips Financial Services. Outside of finance, he has been involved with Cool Creek Golf Course since 2020. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-led and firm-managed strategies supported by an in-house Investment Management & Research team.