Nicholas Towey is a CFP® with 11 years of industry experience and has been with Lincoln Investment since 2014. He holds the Series 66 designation and is based in Horsham, PA. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, 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 constructs strategic model portfolios and adaptive strategies.

Keith Glushek is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds a Series 66 designation and has worked with Lincoln Investment Planning since 2012, following ten years at Securities America Advisors, Inc. Lincoln Investment Planning, LLC serves a diverse client base including 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 develops strategic model portfolios and employs third-party managers as needed.

Victor Levy is a CFP® with 31 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Levy Wealth Management Group, LLC for 12 years and spent over two decades at LPL Financial, LLC. In addition to his advisory work, he is the author of "The Kitchen Table Financial Plan" and serves as president of Leon L Levy & Associates, a firm that sells fixed insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Jonathon Leise Jr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2008. 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, charitable organizations, and municipalities, offering a range of brokerage, financial planning, consulting, and advisory programs.

Julie Maxwell is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Janney Montgomery Scott continuously since 2013 in various roles. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Denise Camerieri is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates with KeyCorp affiliates for additional financial services.

Mark Duffy is a financial advisor at Janney Montgomery Scott with 41 years of industry experience and holds a Series 63 designation. He has been with Janney Montgomery Scott since 2009. Duffy serves as a board member of the Haddon Heights Shade Tree Commission, where he is involved in planning and caring for trees in Haddon Heights, NJ. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and advisory programs.

Stephen Krajnak is a financial advisor with PNC Wealth Management based in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including over a decade with PNC Investments starting in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved model strategies managed by PNC or third parties and focuses on mutual funds and ETFs with annual rebalancing.

Brian Young is a financial advisor with Eagle Strategies (NY Life) in Mt Laurel, NJ, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2004. In addition to his advisory role, Young is active as an insurance broker, appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure tied to New York Life.

John Vaughn is a financial advisor at TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 65 licenses with nine years of industry experience. His career includes roles at TIAA-CREF since 2018 and prior experience at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily serving individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing portfolio management, employing both model-based and customized investment strategies.

Christopher Giampietro is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Hightower Securities and THE Vanguard Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

William O'Brien is a financial professional with 22 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a licensed insurance agent involved in life, disability, long-term care, property, and casualty insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes both affiliated and unaffiliated sub-advisers and employs asset allocation strategies grounded in Modern Portfolio Theory, with a notable use of market-timing and momentum-based trading approaches in select programs.

Tiffany Hutchins is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TD Bank N.A. since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Thomas Delaney is a financial advisor with TIAA-CREF, holding a Series 66 designation and over 21 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated group that includes affiliated funds and manages donor-advised funds.

Brian Weyman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at National Life Group, AXA Advisors LLC, and Mutual of Omaha Investor Services. Outside of his advisory work, he is involved in entrepreneurial ventures including home appraisals and college funding coaching. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading, and operates with both discretionary and non-discretionary client programs.

Philip Malitas is a Series 65-licensed financial advisor with one year of industry experience, currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Janney Montgomery Scott and Lighthouse Planning Consultants. Outside of finance, he has worked at Passariello's Pizzeria. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Emily Wernly is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. She has been with Janney Montgomery Scott since 2018 and previously worked at Levy Wealth Management and Northwestern Mutual. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Roger Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years before joining Empower Financial Services in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Maureen Cunningham is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Janney in various capacities since 2006. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Linda Murphy is a Series 66-licensed financial advisor with Janney Montgomery Scott in Philadelphia, PA, where she has worked since 1996. She has 24 years of industry experience. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.