Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior work includes roles at LPL Financial, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports multiple custodians and third-party asset management programs.

Harry Forst Jr. is a financial advisor at Lincoln Investment with nine years of industry experience. He holds the Series 66 designation and has prior experience at Capital Analysts, Bank of America, Merrill, and the County of Bucks Controller's Office. 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 manages both in-house and third-party investment strategies using strategic and dynamic approaches.

Ronald Talley is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, and Santander Bank, NA. Talley has been with Truist since 2014, including his current role at Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform.

Neal Campagna is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Equitable Advisors and AXA Advisors. Campagna is also associated with Karr Barth Associates, Private Client Group Advisors, an online resource for clients and business partners. 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 operates as a broker-dealer and insurance agency, managing approximately $22.9 billion in advisory assets through both strategic and tactical investment approaches.

Michael Kutsaya is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. He holds Series 65 and Series 63 registrations. Prior to joining Steward Partners in 2023, he spent 21 years at Brinker Capital Securities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Joshua Oradat is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and having two years of industry experience. Prior to joining Lincoln Investment, his work history includes roles in various service and operational positions as well as a term in the Marine Corps. Outside of his advisory role, he works as a client service associate in financial services. 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 provides financial planning and retirement plan advice supported by a combination of in-house and third-party investment strategies overseen by an Investment Management & Research team using strategic and tactical approaches.

Brian Shank is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Phillips Financial Services, Inc. since 2008 and Lincoln Investment Planning Inc. since 2007. Shank is president of BCS Annuity and Insurance Benefits Company, Inc., which offers fixed annuities and insurance products as part of client financial planning. 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 strategies overseen by an Investment Management & Research team.

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.

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.

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.