Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

Lyla Mc Curdy is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding the ChFC® designation and Series 63 license, with nine years of industry experience. She has been affiliated with Eagle Strategies since 2023 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Mc Curdy serves as a director of NAIFA Greater Philadelphia, a nonprofit organization focused on professional education and ethical conduct in the insurance and financial advisory industry. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Valerie Widhson is a Series 66-licensed financial advisor with Lincoln Investment, based in Fort Washington, PA. She has 10 years of industry experience, including four years at Lockwood Advisors Inc and Pershing LLC prior to joining Lincoln Investment in 2018. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, consulting, portfolio management through advisor- and firm-managed model portfolios, and employs an in-house Investment Management & Research team to develop strategic portfolios and Adaptive Intelligence Model strategies.

Kelly Ochotny is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2000 and has been affiliated with Temple University since 1999. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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.

Keith Morris is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Steward Partners subsidiaries and Raymond James Financial Services. Outside of his advisory work, Morris serves as an assistant basketball coach at Saint Joseph Preparatory School and is a board member of the Just Win Today Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and consulting through a variety of proprietary and third-party investment solutions.

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.

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.

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.

Carolyn Oh is a CFP® with 22 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at Goldman, Sachs & Co, Sagepoint Financial, Inc., Mariner Independent Advisor Network, LLC, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to third-party strategists and technology platforms.

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.

Rubiel Tineo is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities, Citigroup, and Wells Fargo. He also provides notary services outside of his advisory work. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, and it operates as both a broker-dealer and an insurance agency.