Robert Steinke is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Janney Montgomery Scott since 2009. 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, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Cooper is a financial advisor at First Command Advisory Services with four years of industry experience and holds the Series 66 designation. He previously worked at J.P. Morgan Securities, LLC and Thrivent Financial. Cooper has been involved with the Marlton Assembly of God since 2023 and the Journey Church in Queens from 2011 to 2022. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection process.

Jamil Jackson is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Caesar’s Entertainment, PNC Investments, PNC Bank, Wawa Inc., and Rowan University. Outside of his advisory role, he is a co-owner of Stories Untold Media, a non-investment-related business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

Michael Levanon is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott in various capacities since 2011. 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 broad 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/advisory programs.

David Chesner is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including a decade at Lion Street Financial and extensive involvement as a partner and physician at Rheumatic Disease Associates since 1998. Chesner also provides estate and financial planning consulting services to physicians through The Financial Group of Philadelphia. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, offering a wide range of advisory and brokerage services through a network of independent advisors managing approximately $5.4 billion in assets. The firm combines discretionary accounts, model portfolios, and third-party sub-advisers with both strategic and adaptive allocation approaches.

Patrick Ehret is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. The firm manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. Janney provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs, and also offers custody and trustee services through its subsidiary trust company.

Knalidi Davies is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to entering the financial services sector, Davies worked in construction and manufacturing roles and has served in the New Jersey Air National Guard since 2008. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved managers and model portfolios.

Victor Pagano is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Citigroup Global Markets from 2007 to 2021 before joining Rockefeller Financial in 2021. 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 provides clients with designated Private Advisors who implement investment strategies using in-house and third-party managers, alternative and private investments, and integrated wealth, trust, and insurance services under the Rockefeller Global Family Office platform.

Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Lincoln Investment Planning since 2013. He serves as a board member for the Erie County Redevelopment Authority, where he participates in voting on low-interest loan recommendations for businesses and nonprofits. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

Steve Kach is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and Corporate Secretary/Treasurer for A Church of Living Hope, where he participates in board meetings, chairs the finance committee, and manages financial oversight responsibilities. 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 investment programs overseen by an Investment Management & Research team that utilizes both strategic and tactical approaches.

Kenneth Liddy is a financial advisor at Oppenheimer with 36 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Oppenheimer in 2017. He holds Series 63 and Series 65 credentials. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation along with a variety of investment strategies tailored to client objectives.

Geraldine Raymond is a CFP®-certified financial advisor with 26 years of industry experience. She is currently affiliated with Commonwealth Financial Network and KBC Financial Services, Inc., having previously worked at Blackrock Investments, Inc., Merrill Lynch, and Princeton Funds Distributor, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Sebastiano Mancarella is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Lincoln Investment Planning since 2014. 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 advisory programs using both strategic and tactical investment approaches.

Raymond Schmalz is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017. Lincoln Investment serves individuals, including high-net-worth clients, 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 managed portfolio programs, utilizing both strategic and dynamic investment approaches.

Caroline Bennett is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2018. Prior to her financial services career, she worked in the food service industry with roles at Jake's Seafood and The Pink Crab. TIAA-CREF Individual & Institutional Services, LLC specializes in financial planning and discretionary managed account programs for individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm operates within a vertically integrated model that includes advisory services, trust services, and donor-advised funds.

Michael Koerick is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently an advisor at Lincoln Investment and previously worked with 3Step Sports LLC in sports videography sales. Outside of his advisory role, he has experience as a sales representative in sports videography during events. 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 managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an in-house research team.

Christopher Shank is a financial advisor with Lincoln Investment, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining Lincoln Investment, he worked at Phillips Financial Services, where he also served as a bookkeeper and agent assistant. Shank’s background includes several years as a student before entering the financial services industry. 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 advisor- and firm-managed investment solutions, employing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Janet Riser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. She has been with Janney Montgomery Scott since 2009 and holds Series 63 and Series 65 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Justin Kovac is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 credential and four years of industry experience. He has worked at Ernst and Young LLP and is a partner at ATI Financial Services LLC, where he is involved in accounting, tax, and payroll services with limited power of attorney for IRS representation. 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 various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.