Stephen Schultz is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning since 2014 and Capital Analysts, LLC since 2023. 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 variety of model portfolios using both in-house and third-party strategies overseen by an Investment Management & Research team.

Roger Walton is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and has a longstanding background with Kestra Investment Services, Equity Services, Inc., and Premier Financial Group dating back to the late 1990s. Outside of advisory services, he owns an insurance business and operates a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Frank Rosala is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2022. He previously worked at The Prudential Insurance Company of America and Prudential Annuities Distributors, Inc. from 2015 to 2021. Lincoln Investment serves individuals, high-net-worth clients, 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, retirement plan advice, and managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

William Sullivan is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.

Jason Kobilka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has been with PNC Investments Inc. since 2010. Outside of his advisory role, he owns the Uncommon Life project, an unrelated venture. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Dixon Sanchez is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of financial advising, he owns an audio production business focused on creating music and audio sequences for online sales. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Christopher Blakely is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he was with McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the West Chester Business Improvement District and 4D-iQ, LLC, a SaaS integration and automation software company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, tax management, and a range of implementation options.

Steven Minner Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments, Lincoln Financial, Brown Advisory, and Glenmede. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, emphasizing client-directed implementation and oversight rather than discretionary trading.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

William Harvey is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney since 2002 and holds the Series 63 designation. Janney Montgomery Scott LLC is a large 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, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through multiple platforms.

Adam Landau is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Permit Capital Advisors, LLC for eleven years. Outside of his advisory role, Landau serves on multiple nonprofit boards focused on child welfare, food insecurity, and support for economically disadvantaged populations, including chairing the board of A Meaningful Purpose. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Andrew Kotulka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Heather Holt is a Series 66-licensed advisor with Citizens Securities, Inc. in Souderton, PA. She has been with Citizens Securities and Citizens Bank since 2011, with experience spanning various roles within the institutions. 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 approach includes a digital advisory platform based on ETF portfolios and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

June Hee Woo is a CFA® charterholder with 12 years of industry experience. She is currently with Citizens Securities, Inc., where she has worked since 2022. Her prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with brokerage and insurance activities also part of its operations.

Brian Jacobs is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Corient and its affiliated entities where he has worked since 2016, including Radnor Financial Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Scott Anderson is a financial advisor with First Command Advisory Services in Blue Bell, PA, holding a Series 66 credential and five years of industry experience. Prior to his advisory career, he served in the United States Coast Guard from 2015 to 2020. Anderson also serves as the Financial Secretary for Lighthouse Baptist Church, where he manages financial reporting and oversight duties. First Command Advisory Services 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, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers within a discretionary investment framework.

Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

John O'hara Jr. is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Lansdale, PA. He has worked with LPL Financial since 2017 and previously with National Planning Corporation and Private Advisor Group, LLC. Outside of his advisory work, he is involved with Comprehensive Financial Holdings, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Marina Smalanskas is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial and First Citizens Community Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm operates digital and managed account advisory platforms alongside its broker-dealer and insurance activities.