Stephen Bach is a CFP® professional with 25 years of experience, currently serving at Lincoln Investment Planning, Inc. since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as Treasurer, Finance Committee Member, and Board Member at Grace Bible Fellowship Church. Lincoln Investment serves individuals, including high-net-worth clients, 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-managed and firm-managed investment programs, utilizing a mix of strategic and tactical approaches overseen by an Investment Management & Research team.

Latoya Bagwell is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at multiple firms including Morgan Stanley and Prudential Insurance Company of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing a consolidated investment platform and access to alternative investment vehicles.

Michael Coffey is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions 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, including wrap-fee portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group and maintaining multiple affiliated financial service relationships.

Robert Lee is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2016, following four years at J.P. Morgan Securities. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients associated with TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

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, following roles at Ditech Home Loans and Discover Financial Services. Based in Fort Washington, PA, he has provided financial services throughout his career. 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, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

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® professional with 22 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Sagepoint Financial, and Goldman Sachs. She is also involved in providing investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Richard Resling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes positions at KeyBank and PNC Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client direction in model selection alongside ongoing monitoring and oversight.

Kyle Webster is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Capital Analysts, Ascensus LLC, and The Vanguard Group, Inc. He is based in Fort Washington, PA. Lincoln Investment serves individuals—including high-net-worth 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 retirement plan advisory services, managing a blend of strategic and tactical investment approaches through both discretionary and non-discretionary programs.

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.

Bernard Comber Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 license and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2012 and also maintains a CPA practice, Comber & Associates, P.C., which he has owned and operated since 1993. 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 programs, using a combination of strategic and dynamic management approaches overseen by an Investment Management & Research team.

Rubiel Tineo is a financial advisor with Citizens Securities, Inc. in Flourtown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Citizens Securities and Citizens Bank in 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2021 to 2025, Citigroup from 2018 to 2021, and J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2018. He also performs notary services as an outside business activity. 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, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for over four decades. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform of affiliated trust, insurance, and brokerage services.

Patrick Unrath is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Newtown, PA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines integrated trust and insurance services with brokerage and placement capabilities through its Rockefeller Global Family Office platform.

Mark Henderson is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Pennington, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Equity Services in 2024, he worked at Abmm Financial, Madison Brokerage, and GWN Securities from 2015 to 2024. Outside of finance, he has worked as a freelance commercial diver since 2012. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Max Weintraub is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has 12 years of industry experience and has worked at Private Advisor Group since 2016 and LPL Financial since 2013. He also operates Weintraub Financial Services, a business providing investment advisory services. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a range of advisory programs, third-party asset managers, and a proprietary WealthSuite separately managed account program.

Michael Stine is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. 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 financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, using a combination of strategic and dynamic approaches supported by an Investment Management & Research team.

Susan Fuhrman Holin is a CFP® with 27 years of industry experience, currently advising at Independent Financial Partners since 2025. Prior to that, she spent 26 years at Fuhrman Management Associates, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves individual, charitable, corporate, and high-net-worth clients, offering both decentralized advisor-driven investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Paul Dellamonica Jr. is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of his advisory role, he works as a mechanic in the HVAC industry. 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 tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.