Austen Lunt is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior work includes positions at Capital Analysts and roles outside finance at Sewickley Car Store and Leones Pet Supply. He also has an ongoing affiliation with La Roche University. Lincoln Investment serves a diverse client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs both strategic and tactical investment approaches through in-house and third-party strategies, managing approximately $22.9 billion in advisory assets.

Brian Kelnhofer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and having six years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2020. Outside of his advisory role, he is also an insurance agent involved in multi-line insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services, providing both discretionary and non-discretionary investment solutions.

Rachel Fix is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at WHB Financial Advisors and Rockbridge Academy. Outside of advising, she assists with insurance brokerage services related to life products. 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, managing billions in assets through a network of advisers and third-party asset manager relationships.

Barbara Davis is a CFP®-certified financial advisor with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also holds a position with Penn Mutual Life Insurance Company. Davis serves as a board member of a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary accounts with a focus on customized asset allocation and diversified strategies.

Mark Shapiro is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including 24 years at Janney. Outside of his advisory work, he coordinates and coaches the township youth U18 high school soccer league through the Marlton Recreation Council. Janney Montgomery Scott 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 brokerage services, financial planning, and advisory programs that combine in-house portfolio management and third-party managers.

Timothy Herrera is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott in various roles since 2007. 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 wide range of clients, 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.

Maximilian Margiotta is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and six years of industry experience. He has worked at Janney Montgomery Scott since 2016 in various roles. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services.

John Natale is a financial advisor with Lincoln Investment in Marlton, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience and has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, he is involved in life and disability insurance sales and fixed annuity sales. 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 services and manages a variety of investment strategies using both strategic and dynamic approaches overseen by an Investment Management & Research team.

Nicholas Falcone is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Withum, DoorDash, and Woloshin Investment Management before joining Janney Montgomery Scott. 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, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Donna Wren is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and over 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, Wren is president and managing member of an LLC used for tax and accounting purposes. 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, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Robert Grosch is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He has been with Hornor Townsend & Kent since 2012 and holds Series 63 and Series 65 registrations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Robert Bowman is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including BNY Mellon and National Securities Corp. Outside of his advisory role, Bowman serves on the Executive Committee and co-heads hospitality for the 2026 PGA Golf Tournament and is a board member of Aronimink Golf Club in Newtown Square, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs.

Jonathan Fonash is a financial advisor at Transamerica Financial Advisors with 20 years of experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Infinex Investments, Advisor Group, Osaic, and Capital One Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of program choices with discretionary and non-discretionary management options.

Perry Sutton is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at WSFS Wealth Investments, Commonwealth Financial Network, Citizens Securities, and Morgan Stanley. He is based in Marlton, NJ. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Christine Stefanski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. She has been with Janney Montgomery Scott since 2013. 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 brokerage, financial planning, consulting, and various advisory programs.

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Lincoln Investment since 2016, with earlier roles at J.G. Wentworth and eMoney Advisor LLC. Forst is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings and semiannual shareholder reports. 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 model portfolios, employing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Geoffrey Smith is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Kestra Advisory, Kestra Investment Services, Capital One Financial Advisors, and Chase Investment Services. Outside of his advisory role, he owns and operates businesses related to lacrosse, including manufacturing equipment and coaching youth teams in Central Texas. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Tyler Dempsey is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2021, with prior experience at JP Morgan and Equitable Advisors. 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, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Jessica Squadroni is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. She has worked with Eagle Strategies since 2023 and has prior experience at NYLIFE Securities LLC and Barilotti Wealth Strategies. Before entering the financial services industry, she spent five years with IBEW Local Union 98. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides a range of advisory services through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.