Denise Meehan is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA, holding Series 63 and Series 66 licenses with 12 years of industry experience. Her career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Janney Montgomery Scott LLC. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of its assets under management handled on a non-discretionary basis.

Peter Lee is a financial advisor with Empower Advisory Group in Norristown, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Empower Retirement and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Tamara Indianer is a CFP® professional with over 31 years of experience in the financial industry. She is currently with Capital Analysts and has held long-term positions at Lincoln Investment and Managed Benefits Group. Indianer serves on the CRES Committee to promote financial literacy in public schools and is a board member of Neurofibromatosis Northeast, a nonprofit focused on research and clinical care for NF. She also chairs the Vendor Advisory Committee for MASBO, an organization for school business officials. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with services ranging from model portfolios to ERISA retirement plan advisory.

Jason Allen is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Empower Advisory Group, he worked for De Lage Landen for ten years. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Mark Ayers is a CFP® with 17 years of industry experience, currently affiliated with Lincoln Investment in Fort Washington, PA. His career includes 15 years at The Vanguard Group, Inc. before joining Lincoln Investment and Capital Analysts 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 employs both strategic and tactical investment approaches through a combination of in-house and third-party strategies, managing approximately $22.9 billion in advisory assets as of December 2025.

Ryan Moore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes 15 years at Lincoln National Life and 14 years at Lincoln Financial Advisors Corporation prior to joining Transamerica in 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education through various programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily offers non-discretionary advice without targeting high-net-worth or corporate clients.

Jeffrey Dowds is a CFP® and PFS™ affiliated with Creative Planning, bringing three years of industry experience. He previously worked at The Marshall Financial Group, Inc and The Glenmede Trust Company, N.A. Outside of his advisory role, he owns Dowds Tax LLC, a tax advisory firm focused on personal tax return preparation. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity options, supported by a large advisory team and integrated private market capabilities.

Paula Nangle is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2025. Prior to that, she spent 16 years at The Marshall Financial Group, Inc. based in Doylestown, PA. 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 that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Lisa Mchugh is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1997. Outside of her advisory role, she serves as treasurer and board member of a condominium association. 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 model portfolios, employing both strategic and tactical investment approaches through an Investment Management & Research team.

Stephen Mc Carthy is a financial advisor with Lincoln Investment, holding a Series 66 credential. He has less than one year of industry experience. Prior to his career in financial advising, he worked for eight years at TransNoble Logistics and spent four years at The Pennsylvania State University. 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 mix of advisor-managed and firm-managed investment programs using both strategic and tactical approaches.

Evan Hagan is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked at Educational Alliance as Program Director of the Art School, where he designed and executed educational programs focused on pottery. He has additional work experience with GameCo, Inc and Think Coffee. Lincoln Investment serves individual clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis 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 its Investment Management & Research team.

Zachary Capaldo is a financial advisor with Empower Advisory Group in Collegeville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at Gwfs Equities, Inc., Massmutual, Lincoln Benefits Group, Kestra Financial, and NFP Retirement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. Their approach focuses on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Kyle Salvitti is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. He has held positions at Lincoln Investment since 2018, with additional roles at Encompass Wealth & Legacy Planning, Benchmark Appraisal Group, and JPMorgan Chase & Co. Salvitti’s other business activities include serving as an analyst for Encompass Wealth & Legacy Planning, where he focuses on portfolio and investment analysis and recommendations. 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 across in-house and third-party strategies.

Robert Castellani Jr. is a financial advisor with Lincoln Investment, holding the Series 66 designation and having one year of industry experience. His prior work includes roles at BT Partners LLP, RSM US LLP, Ryan LLC, and PricewaterhouseCoopers LLP. He serves as President and board member of the Arabella Homeowner's Association, where he leads meetings and liaises with the community's social committee. 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 employs a mix of in-house and third-party strategies overseen by an Investment Management & Research team, offering both discretionary and non-discretionary programs with a reported $22.9 billion in advisory assets as of December 31, 2025.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Hornor, Townsend & Kent Inc. and Penn Mutual Life Insurance Co. since 2016. He serves as a board member of the Misericordia University Alumni Association and is involved in multiple insurance and financial services businesses, including ownership interests in related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement consulting services. The firm combines advisory and broker-dealer capabilities with a network of advisers and third-party asset manager relationships to provide tailored investment strategies and supervision.

Keith Tomer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, each for 19 years, and has been affiliated with Foundations Financial Partners since 2014. Outside of advisory work, he serves as an Operations Assistant with signing authority at MCKC, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support, enabling advisors to construct client portfolios using diverse securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Eric James is a financial advisor with Kestra Advisory, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Protech Associates LLC, and Dynasty Advisors LLC Wealth Management. He also has experience reviewing life insurance products with Dynasty Advisors as part of his financial planning services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Marshall Tolins is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and previously worked at Moss Adams and Benetrends Financial. Outside of financial services, he is the owner and sole proprietor of Marshall's Market Inc., a food service business. 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 investment management through both strategic and dynamic approaches.

Robert Logan is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Logan Financial Services Corp since 1987, where he also serves as president of a tax preparation and accounting firm. Logan serves on the Pension Board of East Whiteland Township, PA, overseeing the township’s retirement plan management, and participates on the Membership Committee of the Chester Valley Golf Club in Malvern, PA. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary advice through programs like SIGMA Managed Account and other account options.

Eden Lantzman is a financial advisor at Lincoln Investment with six years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Lincoln Investment since 2024, following prior roles at Cetera and CETERA Advisor Networks LLC. Outside of advising, Eden serves on the Pastoral Council at Saint Luke the Evangelist Parish and holds a leadership role on the board of Miracle on Main Zelienople, where they coordinate volunteer teams and organize an annual charity event. 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, using both strategic and dynamic approaches across discretionary and non-discretionary programs.