Zachary Rhoda is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles at Clearpath Wealth Partners, Rev.com, Ciconte's Pizza West Deptford, West Deptford Free Public Library, and West Deptford Public Schools. Lincoln Investment Planning, LLC is a large enterprise 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, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Giancarlo Guizado is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial LLC, Principal Life Insurance Company, New York Life, and various fitness-related businesses. He also works seasonally as a tax preparer for a tax preparation business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm employs proprietary software and third-party model portfolios for asset allocation and retirement planning, servicing over 200,000 clients with a focus on non-discretionary assets.

Candice Fleischood is a financial advisor with TIAA-CREF in Philadelphia, PA. She holds Series 63 and Series 65 licenses and has entered the industry recently, with prior roles at PNC Private Bank and Wells Fargo Private Bank totaling 12 years of experience. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized portfolio options under a fiduciary standard.

Robert O’Hara is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 21 years of industry experience. His career includes tenure at major firms such as Merrill and Bank of America. He serves as an advisory board member for the nonprofit Cathedral Kitchen in Camden, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management solutions and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

William Voliva is a CFP®-designated financial advisor with over 33 years of industry experience. He has been with Lincoln Investment since 2002. In addition to his advisory role, he is also an insurance producer specializing in disability and fixed insurance products. He is affiliated with Capital Analysts, a multi-team firm serving retail and institutional clients including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

Craig Boyer is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is president of Boyer Holdings LLC and Coastal Fig Company, involved in agricultural ventures including growing and selling figs. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models and maintaining a large advisor base.

Zachary Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at BlackRock, Charles Schwab and Co., TD Ameritrade, Merrill Lynch, and Citizens Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies, supported by an internal Investment Committee.

Harold Hill is a financial advisor at Capital Analysts with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1992. Hill also serves as Chairman of the Community Friendship Foundation, a nonprofit focused on local community service projects. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management using a proprietary mutual fund screening process.

Brian Michaels is a CFP® with 15 years of experience in financial advisory. He is currently with Private Advisor Group, LLC and has also worked at LPL Financial LLC, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc. Based in Philadelphia, PA, Michaels provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.

Michael Corr is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, the Pennsylvania House of Representatives, and The Vanguard Group. 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, offering brokerage, financial planning, and advisory programs, and combines in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Milagritos Sosna is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. She holds a Series 66 credential and has worked at firms including JP Morgan Securities, Charles Schwab, and Ameriprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

George Bradley is a ChFC® with 30 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent for over two decades. In addition to his advisory role, he is a partner in a life insurance brokerage, The Independents Financial Network, Inc., and has been involved in insurance sales and administration since 1992. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Chase Polly is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Horace Mann Investors and First Choice Insurance & Financial Services. Polly is also involved in supporting his wife's nature school business, assisting with financial and operational management. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Benjamin Lukas is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 license and one year of industry experience. His prior roles include positions at Chris Lukas and Blue Phoenix USA. He volunteers as a tax preparer providing income tax assistance to lower and middle income taxpayers through the Franciscan Community Development Center of Fairview. Lincoln Investment Planning, LLC serves a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and 403(b) and 457(b) program participants. The firm’s investment approach combines in-house portfolio management and third-party managers, offering both discretionary and advisor-led services through a comprehensive platform.

Patrick Toner is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group for five years. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and AIM strategies while maintaining many advisor-led client relationships.

Edmund Chen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and its affiliates since 2018. Prior to his advisory career, he was employed by Comcast for two years. 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 and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Michael Mc Carron is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Grant Thornton. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services with integrated portfolio management and centralized client support.

Jhenae Martin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. She provides investment advice tailored to client needs and facilitates access to Bank of America's banking and lending services. Martin’s areas of expertise include general investing, retirement planning, and preparing for unexpected financial events. She emphasizes building relationships to gain a thorough understanding of what matters most to clients and their families, enabling her to offer ongoing advice and guidance as their needs evolve. She holds the Personal Investment Advisor (PIA) designation and completed her high school education at Wolmer's Trust High School for Girls and Ardenne High School.

Joel Davis is a CFP® professional with 11 years of industry experience currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, and Wells Fargo entities. Additionally, he works as an insurance agent selling life and annuity products and supports tax planning and preparation through a separate tax advising firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management, multi-manager solutions, and the use of both affiliated and third-party managers.

Valerie Visconti is a financial advisor at Lincoln Investment with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Capital Analysts, Valic Investment Services Company, Valic, and The Variable Annuity Marketing Company. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.