Emily Mc Guire is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and three years of industry experience. She has previously worked at Northwestern Mutual and The Vanguard Group, Inc. In addition to her advisory roles, she has worked with Azie Media, indicating experience outside the financial sector. 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 supported by proprietary research and technology.

David Reif is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Eagle Strategies since 2009 and previously at Tactical Financial Group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored recommendations and primarily non-discretionary asset management.

Kevin Fullerton is a financial advisor with Money Concepts Capital Corp in Columbus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and also leads Fullerton Financial Services, which he founded in 1992. Outside of his advisory roles, Fullerton serves on the Board of Governors for the Burlington Country Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Edward Silberman is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, providing managed-account programs, financial planning, and brokerage services.

Joseph Cosden is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations with US Airways and Eastern Air Lines spanning several decades. 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, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

Rexford Schilgen is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Levy Wealth Management Group, LPL Financial, and Pershing LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

Casey Smith is a CFP® with 17 years of industry experience and has been with Oppenheimer & Co Inc since 2012. Based in Warrington, PA, he holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

Lisa Phillips is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Redburn Partners and DigiBite. 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kevin Gibson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior affiliations include Kestra Advisory and Kestra Investment Services, where he worked for over two decades. He also has involvement in non-variable insurance activities outside of his advisory role. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with around 366 advisors serving more than 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple platforms and third-party managers.

Grady Edwards is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has been with Valic since 2024. Outside of his advisory role, he serves as a soccer referee in his local community and is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors primarily 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 UMA models for portfolio construction.

Richard Robinson Jr. is a ChFC® credentialed financial advisor with Janney Montgomery Scott, where he has worked since 1984, accumulating 42 years of industry experience. He operates the River of Life Martial Arts and Wellness Center outside of his advisory role. 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, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Jonathan Rawl is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Citizens Bank, and AT&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Vivian Capano is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for 20 years, followed by brief tenures at TD Private Client Wealth LLC and TD Bank N.A. before joining Rockefeller Financial in 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

James Farrell Sr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Univest Corporation. He serves as President and a non-voting member of the Upper Moreland Police Pension Fund, where he assists with investment evaluations and board coordination. 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 portfolios, employing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Andrew Sargent is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked exclusively with Janney Montgomery Scott since 2017, aside from a brief period with Roots Natural Kitchen. 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, and advisory services supported by both in-house and third-party portfolio management.

Sara McGrath is a Series 66-licensed financial advisor with Lincoln Investment in Fort Washington, PA. She has 21 years of industry experience and has been with Lincoln Investment Planning, Inc. since 2012. Outside of her advisory work, she serves as the Girls Coordinator for Grafton Youth Lacrosse and is President of McGrath & Merrill Associates, Inc., an investment business acquired in 2023. 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 across discretionary and non-discretionary programs.

Theresa Goelz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Janney Montgomery Scott Inc. since 1980. 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, consulting, and advisory services through a combination of in-house portfolio management and third-party managers.