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.

David Massey is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2012. Outside of advising, he is co-owner of a non-investment business with his spouse. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithmic risk assessment to recommend investment models implemented with mutual funds and ETFs.

Conor Staples is a financial advisor at Janney Montgomery Scott with a Series 66 credential and three years of industry experience. He is also a board member and secretary of the Spring-Ford Chamber of Commerce in Limerick, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Bradford Smith is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Lincoln Investment Planning since 2007. Outside of advising, he serves as an agent for disability insurance with the Town of Westport. 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, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Robert Kania is a CFP®-designated financial advisor with Kestra Advisory, bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a Senior Advisor with NFP-Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, and manages assets through multiple platforms and third-party solutions.

Jake Bryant is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at Trinity Wealth Securities, LLC and held various roles including founder and operator of Noctera LLC, a company that sells backlit LED menu holders. Bryant is involved in both financial services and entrepreneurial ventures alongside his advisory work. 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 investment programs that utilize both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Colin Mc Guire is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Capital Analysts and JPMorgan Chase & Co. 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, combining strategic and tactical approaches through in-house and third-party strategies.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Scottsdale Securities and TD Ameritrade before joining Lincoln in 2020. Outside of his advisory work, he serves as Competition Director for Stoney Creek Homebrewers, a nonprofit organization hosting public and club homebrewing competitions. 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 both advisor- and firm-managed investment programs, combining strategic and dynamic approaches overseen by an Investment Management & Research team.

Steven Talley is a CFP®-certified financial advisor with 16 years of industry experience, currently with Truist Advisory Services. His prior work includes roles at Santander Securities, LPL Financial, and Uber. Since 2018, he has also operated a side business under the name Tizzly. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools to support client portfolios and fiduciary responsibilities.

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2019. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a wellness products and education business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, incorporating model portfolios, third-party research, and technology-driven strategies.

Lynn Craig is a CFP® with 38 years of industry experience, currently with Cetera since 2025. She previously worked at Commonwealth Financial Network, Capital Analysts, and Lincoln Investment. Craig is co-owner of The Fitness Squad, LLC, which operates an Orangetheory Studio. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Denise Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Wells Fargo in various capacities since 2014, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Brian Cuttic is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Oppenheimer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Osting is a financial advisor at Fidelity with a Series 66 credential and seven years of industry experience. His prior roles include positions at The Vanguard Group and The Prudential Insurance Company of America. Outside of finance, he has been involved with Six Pack Package, LLC, an entrepreneurial venture. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Andrew Graser is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Rothschild & Co. Asset Management US Inc. and Entoro Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

Michael Lesher is a financial advisor with Merrill in Blue Bell, PA, holding Series 66, Series 63, and Series 65 designations and 13 years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Services LLC, Northwestern Mutual Investment Services LLC, and Anthony Stanley. Lesher has been with Merrill since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.