Mark Katzoff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

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 with Lincoln Investment Planning, Inc. and holds Series 63 and Series 65 licenses. She has 37 years of industry experience, including 29 years at Lincoln Investment. Outside of her advisory role, she serves as the treasurer and a board member of her condominium association. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Stephen Mc Carthy is a financial advisor with Lincoln Investment in Horsham, PA. He holds the Series 66 designation and has recently begun his career in the industry, joining Lincoln Investment in 2025. Prior to entering financial advising, he worked for TransNoble Logistics for eight years and attended The Pennsylvania State University. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and Adaptive Intelligence Model strategies.

Evan Hagan is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at Educational Alliance, GameCo, Inc., and Think Coffee. Outside of finance, he serves as Program Director at Educational Alliance Art School, focusing on educational programs in pottery. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

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 roles include positions at GWFS Equities, MML Distributors, MassMutual, NFP Retirement, Lincoln Benefits Group, and Kestra Financial. 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 retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Kyle Salvitti is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at JPMorgan Chase & Co and Sparks Capital Management, LLC. Salvitti also serves as an analyst for Encompass Wealth & Legacy Planning, where he is involved in portfolio and investment analysis. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, model portfolio management, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team and a layered delivery model of advisors and sub-advisers.

Robert Castellani Jr. is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior roles include positions at BT Partners LLP, RSM US LLP, Ryan LLC, and PricewaterhouseCoopers LLP. Outside of his advisory work, he serves as President and board member of the Arabella Homeowner’s Association. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team and third-party managers.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. In addition to his advisory role, he serves as a board member for the Misericordia University Alumni Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment management and brokerage solutions.

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 with Lincoln Investment, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Moss Adams and Benetrends Financial, among other positions. Outside of finance, he owns and operates Marshall's Market Inc., a food service business. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

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.

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 prior experience at Trinity Wealth Securities, LLC. Outside of his advisory role, he is the founder and operator of Noctera LLC, a business that sells backlit LED menu holders. Lincoln Investment Planning, LLC serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a long history of working with educators and retirement program participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a large network of primarily independent advisors.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. His prior work includes nearly two decades at Scottsdale Securities and roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of his advisory role, he serves as Competition Director for a nonprofit homebrewers club and is treasurer for a local political campaign. 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 longstanding focus on educators and public sector clients. The firm combines advisor-led consulting with model portfolios developed by its in-house investment team and access to third-party managers, operating a layered delivery model that includes fiduciary services for ERISA/retirement advice.

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 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years and Equitable Advisors for 4 years. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a business focused on wellness products and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to institutional platforms.

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.