Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. 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 tactical investment approaches overseen by an investment management and research team.

Guglielmo Tullio is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Clarfeld, Citizens Securities, Inc., and Wells Fargo Clearing. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides tailored portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund, utilizing a vertically integrated approach with affiliated funds.

Patrick Mullen is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of Pennsylvania, PNC Investments, Key Investment Services, and Santander Securities. 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 and a Managed Account program, operating as a broker-dealer and insurance agency.

Scott Merkel is a financial advisor at Lincoln Investment in Horsham, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. 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 dynamic approaches, managing approximately $22.9 billion in advisory assets.

Julie Aranowitz is a CFP® professional with 10 years of industry experience, currently affiliated with GWN Securities Inc. since 2015. She also has a role at Kades-Margolis Corporation dating back to 2014. In addition to her advisory work, she is licensed as an insurance agent specializing in life and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including active and traditional portfolio strategies.

Benjamin White is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and AXA Advisors, LLC. Outside of his advisory work, he is involved in financial education through his role as co-owner of Benco Education, LLC. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management and employs a variety of investment strategies including fundamental and technical analysis.

Diane Boen is a financial advisor with Kestra Advisory in Warrington, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Kestra entities since 2011 and currently addresses client questions regarding life insurance products as part of her role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary and plan-level consulting services and serves a broad range of clients with approximately $79.8 billion in assets under management.

Ashley Mc Neely is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. She has previously worked at firms including Ameriprise, Charles Schwab, Cetera Advisors, and Thrivent Financial. Mc Neely is also involved with Certainty of the Uncertainty, LLC, where she manages an advisory business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment strategies supported by third-party asset managers and maintains over $8 billion in discretionary assets under management.

David Jwanier is an investment advisory representative at CWM, LLC with eight years of industry experience. He has held positions at firms including Cetera, Voya Financial Advisors, and Capital One Investing. Outside his advisory role, he is a fractional owner of racehorses through The Stable.ca and Hold the Line Stable. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios supported by a combination of fundamental and technical analysis, third-party sub-advisors, and various customization tools.

Matthew Marcolina is a ChFC® credentialed financial advisor at Oppenheimer with 25 years of industry experience. He has been with Oppenheimer & Co Inc since 2001. 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, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Ashley Nimon is a CFP® with three years of industry experience, currently serving at Corient. Her prior roles include positions at Radnor Financial Advisors, MassMutual Greater Philadelphia, and Northwestern Mutual. Outside of financial services, she has experience working in the hospitality and food industries. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

J Corle is a CFP® with 30 years of experience in the financial services industry. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC, Tycor Asset Management, Inc., and Tycor Benefit Administrators, Inc. since the early 1990s. Corle holds ownership in Tycor Financial Group and serves in senior roles within affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bryan Benner is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Commonwealth in 2017, he worked at several firms including American General Life, Tegler Machenry, Legancy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Outside of his advisory role, he owns an operating company that manages his marketing, entertainment, and other personal business expenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services along with back-office support, trading, technology, compliance, and practice-management resources to affiliated advisors.

Nellie Forst is a financial advisor at Lincoln Investment with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Lincoln Investment since 2015. Outside of her advisory role, she is involved in managing a rental property. 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 investment programs, utilizing a combination of strategic and tactical investment approaches.

Colin Stevens is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2021. Prior to his advisory role, Stevens worked in various positions including a brief tenure as a food delivery driver for Door Dash. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and multiple investment vehicles to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

James Verros is a CFP® professional with 44 years of industry experience, currently serving at Lincoln Investment since 1982. In addition to his advisory role, he acts as co-trustee for investment-related trusts and operates a tax preparation business. Verros is also involved in land development through ownership of a company that builds and sells single-family homes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specific focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and tactical approaches overseen by an investment management team.

David Small is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2003. Outside of his advisory role, he is licensed as an independent insurance agent and is a joint owner of a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients on both discretionary and non-discretionary bases.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Thomas Polito is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera, LPL Financial, and New York Community Bank. Polito has been with Citizens Securities since 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory platform and a Managed Account program.

Kevin Mcknight is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, while also operating as a broker-dealer and insurance agency.