Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she is involved as a server for wedding and corporate event catering. 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 manages both advisor- and firm-managed portfolios using strategic and tactical investment approaches.

Matthew Fry is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Osaic Institutions, Inc., where he has worked since 2024. Prior to that, he spent nine years at JPMorgan Chase Bank and J.P. Morgan Securities. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services tailored through customized engagements. The firm is notable for its focus on predominantly non-discretionary assets and integrates advisory and brokerage solutions through a network of investment adviser representatives.

Jonathan Holin is a Series 65-registered advisor with Independent Financial Partners and has been in the financial services industry since 2015. He previously worked at Simon & Simon, PC from 2015 to 2019 and has been associated with Fuhrman Management Associates since 2019. Holin joined Independent Financial Partners in 2025. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, and offers both decentralized investment strategies and centralized asset management options.

Mark Goldstein is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014. Outside of his advisory role, he is involved in an insurance agency offering health insurance through Goldmark Associates. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and also owns VAN Consulting Inc, where he provides personal financial tax planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Stephen Manzo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment since 2016 and also maintains roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, 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, ERISA retirement plan advice, and a range of managed portfolio solutions, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Liam Mc Guire is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles at Capital Analysts and Azie Media. 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 manages a range of advisory programs using both strategic and tactical investment approaches.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Paul Coleman is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Securities since 2005. He also has a longstanding affiliation with Citizens Bank dating back to 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, combining digital and traditional portfolio management approaches.

Eric Dean is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Private Advisor Group, LLC and Woodbury Financial Services Inc. Dean is involved in insurance consulting and operates a financial management business as well as a real estate rental activity. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Pensyl is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Lincoln Investment since 2019, Citizens Securities, Inc., Citizens Bank, Robert Morris University, and Capstone Logistics, LLC. He also assists Senior Financial Advisor Cynthia Egan in various aspects of her practice, including client communications and portfolio management. 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 manages a range of discretionary and non-discretionary investment programs supported by an Investment Management & Research team.

Graham Parsons is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services for eight years and has experience at WePark. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering affiliated pension consulting, insurance, venture, and private-market investment services.

Jean Bloom is a Series 63 licensed financial advisor with 43 years of industry experience. She has been with Janney Montgomery Scott since 1989. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Cameron Aglow is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and beginning his industry career in 2025. His prior experience includes roles at LPL Financial and Risler Financial Management. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm utilizes multiple analytical approaches and provides access to third-party asset managers and proprietary managed account programs.

Nicholas Towey is a CFP® certificant and holds a Series 66 license, with 11 years of industry experience. He has been with Lincoln Investment 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, ERISA retirement plan advice, advisor-managed and firm-managed model portfolios, and operates as both a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Keith Glushek is a financial advisor at Lincoln Investment in Fort Washington, PA, holding a Series 66 designation with 28 years of industry experience. He has been with Lincoln Investment Planning since 2012. 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 financial planning, ERISA retirement plan advice, and a variety of advisor-managed and firm-managed investment programs that utilize both strategic and dynamic approaches.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company, LLC and Peapack-Gladstone Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Russell Weiss is a CFP® with 24 years of industry experience, currently advising at Creative Planning since 2025. He previously worked for The Marshall Financial Group, Inc. from 2004 to 2025. Outside of his advisory role, he is the owner of SniffSpot, a service that allows users to bring their pets to his property as a dog park. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Denise Camerieri is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.