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.

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.

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.

Michael Friedman is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Morgan Stanley in various roles. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

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 Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

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.

Anne Holderried is a financial advisor with Ameriprise in Washington Crossing, PA, holding a Series 66 designation and 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in a real estate business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.