Patrick O'Keefe is a financial advisor at Lincoln Investment with 25 years of industry experience. He has worked at Lincoln Investment since 2017 and spent the prior decade at Legend Equities Corporation. O'Keefe is also affiliated with IBEW Local 400. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Douglass Ergood Sr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott since 2012. 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 various advisory programs.

Bonnie Ovnicek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and consulting through a mix of advisor-managed and firm-managed model portfolios, supported by an in-house investment management and research team.

Erick Colon is a financial advisor with Hornor, Townsend & Kent, LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Hornor Townsend & Kent since 2014 and previously at VOYA Financial Advisors. Outside of his advisory role, Colon serves on the board of Greater Manchester Habitat for Humanity and the YMCA Advisory Board and is active as a public speaker on financial education. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered adviser and FINRA-member broker-dealer platform with approximately $8.37 billion in discretionary assets under management as of year-end 2025.

Joseph Robostello is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at LPL Financial and BNY Mellon Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting 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, supported by an internal Investment Committee.

David Reif is a financial advisor with Eagle Strategies (NY Life) based in Horsham, PA, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Eagle Strategies since 2009 and has prior experience with Tactical Financial Group. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Allison Balmores is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and VOYA Financial Advisors, Inc. She has been with TD Private Client Wealth LLC since 2016. 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 support, and access to various investment products through a combination of affiliated and third-party sub-managers.

Edward Silberman is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, providing managed-account programs, financial planning, and brokerage services.

Joseph Cosden is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a long career background in aviation, including roles with US Airways Flight Operations and Eastern Air Lines. Lincoln Investment Planning, LLC serves a diverse 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, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

Rexford Schilgen is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Levy Wealth Management Group, LPL Financial, and Pershing LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Joan Greenspon is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held roles at Edelman Financial Engines and affiliated firms from 2014 to 2026. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and consolidated reporting services.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

James Ewing is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Bank of America, and HighTower Securities prior to his current role since 2017. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment strategies.

Lisa Phillips is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Redburn Partners (USA) LP and DigiBite. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Jaime Zinkus is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and 65 licenses and 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. and SAGE since 2006. Lincoln Investment Planning, LLC is a large 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, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Kevin Gibson is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stratos and LPL Financial in 2024, he worked at Kestra Advisory and Kestra Investment Services for a combined 32 years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of advisory and portfolio management services through an IAR-driven, open-architecture platform.

Grady Edwards is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has been with Valic since 2024. Outside of his advisory role, he serves as a soccer referee in his local community and is an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nicholas Rounds is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at TD Bank, N.A. and PNC Wealth Management during his career. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm emphasizes a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.