Oliver Evan is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Investments LLC, and TD Bank N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Martin Franks is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott 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 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.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building that he leases to other Lincoln advisors. 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 advisory services using a combination of strategic and tactical investment approaches overseen by its Investment Management & Research team.

Jason Lawrence is a financial advisor at Wealth Enhancement Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Levy Wealth Management Group, PST Advisors, and Axa Advisors. He also serves as a vice president and financial advisor at Wealth Enhancement Group in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic allocation approach that combines passive and active management guided by an internal Investment Committee.

Leslie Thoms is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Empower Advisory Group in 2024, Thoms worked at Morgan Stanley and E*TRADE in various roles between 2015 and 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, operating through an integrated service model aligned with Empower’s recordkeeping and administrative platforms.

Samantha Redding is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney since 2022, following prior roles at GWFS Equities, Great-West Financial, and Agility Logistics. 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 municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Rashan Mc Rae is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served 30 years in the US Army and US Army Reserve. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios across various investment vehicles.

Changa Ellison is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and Citizens Securities. Ellison is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing managed account management, applying a fiduciary standard and utilizing both model and customized portfolios.

Jack Firriolo is a financial professional with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment Planning since 2015. Firriolo is also involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by an Investment Management & Research team employing both strategic and tactical investment approaches.

Joseph Fasano is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Agia and the Abington School District, as well as a decade at The Little Gym of Springhouse. Outside of his advisory work, he is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

Daniel Lex III is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2015. Outside of his advisory role, he owns and operates D&S Cleaning Co., a commercial cleaning business he founded in 2000. Valic Financial Advisors serves primarily U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Mcmanus is a CFP® professional with 34 years of industry experience, currently serving at Lincoln Investment since 1991. He has also been affiliated with the United States Navy, Naval International, during the same period. Outside of his advisory role, he is involved as a member of Axeon Development, LLC, a real estate development entity. Lincoln Investment serves a diverse client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs supported by strategic and quantitative investment approaches.

Gregory Bender is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Lincoln Investment Planning since 2015 and Capital Analysts, LLC since 2026. 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, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Conor Lydon is a financial advisor at TIAA-CREF in Philadelphia, PA, holding Series 65 and Series 63 registrations with four years of industry experience. He has worked with several firms including MassMutual Greater Philadelphia and myCIO Wealth Partners, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model or customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

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.

Jackson Allen is a CFP® professional based in Philadelphia, PA, currently with Janney Montgomery Scott. He has one year of experience at Janney and has held prior roles at Diversified, LLC, Kuhn Advisors, Tolleson Wealth Management, and First Citizens Wealth Management. He also spent five years at Campbell 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 including individuals, families, trusts, estates, corporations, and municipal clients, offering a broad range of investment advisory and brokerage services supported by centralized portfolio management and trustee capabilities.

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.

Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Michael Vinci is a Series 65 licensed advisor at Hightower Advisors with five years of industry experience. Prior to joining Hightower in 2023, he worked at Wealth CMT and Smart Soccer 101 from 2017 to 2023. Outside of his advisory role, he serves as a therapy dog handler, providing emotional wellness support at various client locations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.