Zoe Torres Lyle is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has eight years of industry experience, including roles at Janney Montgomery Scott and prior work in student affairs at Rutgers University. 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 and provides a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with Lincoln Investment Planning, Inc. 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, model portfolios, and both discretionary and non-discretionary investment programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Kenneth Bonus is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Lincoln Investment since 2019. Prior to that, he worked at HD Vest Investment Services and has held roles in accounting and financial services through his own firm, Bonus Accounting LLC, since 2016. He serves on multiple nonprofit and community boards, including the Butler County Chamber of Commerce, United Way of Southwestern PA, and the Penn Theater Performance Company, among others. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services using a blend of in-house and third-party investment strategies, including discretionary and non-discretionary programs.

Cynthia Miller is a CFP® professional with 14 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. Her work history includes roles at Capital Analysts, LLC since 2018 and Lincoln Investment Planning since 2011. She previously served briefly as a captive agent for Genworth Financial in long-term care insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs, managing a mix of in-house and third-party strategies guided by an investment management and research team.

Nancy Heffner is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Outside of her advisory role, she serves on the Board of Directors of Women in Transition, where she is Chair of the Development Committee and a member of the Finance Committee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a strong focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing a combination of in-house and third-party strategies overseen by a dedicated Investment Management & Research team.

Erika Ribbens is a financial advisor at Lincoln Investment with three years of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at the United States Air Force Airman & Family Readiness Center. She is also involved with 7:12 Financial LLC, where she provides client communication and appointment preparation services. 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 a range of advisory programs that utilize both strategic and tactical investment approaches.

Nicholas Pileggi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Marshall Financial Group and The Fairman Group, LLC. Outside of his advisory role, he is a part owner of Pileggi Property Group, LLC, which involves managing tenant correspondence for rental properties. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Dana Mosk is a CFP® professional affiliated with Private Advisor Group, LLC, with 11 years of industry experience. She has worked at LPL Financial and Private Advisor Group since 2015. Prior to her financial advisory career, Mosk was involved in education-related roles including substitute teaching and participation in the Philly Kidz After School Enrichment Program. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-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, estates, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Kelly Binkowski is a financial advisor with Commonwealth Financial Network in New Hope, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining Commonwealth in 2018, Kelly worked at Leonard Brodsky and Associates, Inc., Bank of America, N.A., and Merrill. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

Edward Kelly Jr. is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Brinker Capital, Orion Portfolio Solutions, and Garden Leave. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a team-based investment process that combines internal management, relationship management, and governance committees to create customized portfolios and managed account programs, with a notable focus on servicing investment company clients.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Konkol Construction and Tractor Supply Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Russell Valante is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1998 and holds Series 63 and Series 66 licenses. 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 with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. 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 approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Rylan Marx is a financial advisor at Lincoln Investment with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 retirement plan services, utilizing a mix of in-house and third-party investment strategies managed through both strategic and dynamic approaches.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Matthew Painter is a financial advisor at Lincoln Investment with 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. He holds Series 63 and Series 65 licenses. 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, ERISA retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.