Bernard Comber Jr. is a Series 63-registered financial advisor with Lincoln Investment, where he has worked since 2012. He has 33 years of industry experience, including roles at Capital Analysts Inc and his own CPA practice, Bernard E. Comber Jr CPA, MT, which he has operated since 1992. In addition to his advisory work, he owns and operates a CPA practice. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and maintains a large network of independent advisors supported by an in-house Investment Management & Research team.

Rubiel Tineo is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities, Citigroup, and Wells Fargo. He also provides notary services outside of his advisory work. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and an insurance agency.

Michael Greene is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Loop Capital Markets. PNC Wealth Management offers retail brokerage and advisory services using model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and implements portfolios through third-party strategists and approved models.

Lemmon Hamilton is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked for Merrill Lynch Pierce, Fenner & Smith, Inc. for 14 years before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a mix of affiliated and third-party sub-managers.

Sean Fasanella is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked at Merrill from 2018 to 2021 and Kempersports Management from 2016 to 2018. He also serves as a Battalion Signal Officer in the New Jersey Army National Guard. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management solutions and acts as a fiduciary under written advisory agreements.

Robert Barger is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 65 designation and also operates Robert Barger Accounting, where he provides accounting services. Prior to that, he worked at GB Accounting Services, Inc. for nine years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers to implement customized portfolios.

Caitlin Ulmer Long is a CFP® with 12 years of experience at Janney Montgomery Scott, where she has worked continuously since 2013. She serves on the board and programs committee of Northern Children Services in Philadelphia, contributing to program development and financial assessment. 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 institutions, offering a range of advisory and brokerage services supported by both in-house and third-party portfolio management.

James Small Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 1997. 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.

Thomas O’Neill Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and possessing 43 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.

Michael Masterson is a CFA® charterholder with 18 years of industry experience, currently serving with TD Private Client Wealth LLC. He has been with TD Private Client Wealth LLC since 2016 and also held roles at TD Bank, N.A. from 2016 to 2024. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michael Haas is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, INC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and Pershing.

Andrew Tremblay is a CFA® charterholder with 13 years of industry experience. He currently works at PNC Wealth Management and previously spent over a decade at BlackRock. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and executes investments via mutual funds and ETFs with annual rebalancing.

Max Weintraub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has also been associated with LPL Financial, LLC and operates Weintraub Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both proprietary and third-party investment solutions alongside multiple investment strategies.

Michael Stine is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at Janney Montgomery Scott from 2006 to 2012. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team to construct strategic model portfolios and offers a range of financial planning, consulting, and portfolio management services.

Daniel Koven is a financial advisor at TIAA-CREF with the Series 66 designation and four years of industry experience. He previously worked at Guardian Life from 2018 to 2023 and has been with TIAA-CREF since 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model portfolio management and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund.

Michael Archer is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021, following a decade at Bank of America and Merrill. 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 and provides investment advice through a combination of in-house portfolio management, third-party managers, and multiple advisory programs.

Robert Hoey is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Janney since 2011 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker. Outside his advisory role, he serves as Vice Chairman of the Rowan University Foundation Investment Committee and is a board member of the Rowan Innovation Venture Fund, which invests in early-stage technology and health science ventures affiliated with Rowan University. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Paul Dellamonica Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 credential and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a mechanic in the HVAC industry. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Donald Rohner is a financial advisor with Janney Montgomery Scott and holds a Series 63 designation. He has 42 years of industry experience, including over two decades at Janney Montgomery Scott in various capacities. Outside of his advisory work, he has been involved with Host International's Charley's Place since 1981. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.