Harry Forst Jr. is a financial advisor at Lincoln Investment with nine years of industry experience. He holds the Series 66 designation and has prior experience at Capital Analysts, Bank of America, Merrill, and the County of Bucks Controller's Office. 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 both in-house and third-party investment strategies using strategic and dynamic approaches.

Landon Swallow is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. In addition to his advisory role, he is involved in insurance brokerage activities through multiple affiliated entities. Hornor, Townsend & Kent serves individual clients, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers a combined advisory and broker-dealer platform with discretionary and non-discretionary account options, managing billions in assets through third-party asset manager relationships.

Alan Jacobson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Citizens Securities, Pruco Securities, The Prudential Insurance Company of America, Lincoln Financial Advisors, and Santander Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary management and consulting supported by third-party platforms and AI-enabled research tools.

Ronald Talley is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, and Santander Bank, NA. Talley has been with Truist since 2014, including his current role at Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform.

Neal Campagna is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Equitable Advisors and AXA Advisors. Campagna is also associated with Karr Barth Associates, Private Client Group Advisors, an online resource for clients and business partners. 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, model portfolios, and operates as a broker-dealer and insurance agency, managing approximately $22.9 billion in advisory assets through both strategic and tactical investment approaches.

Michael Kutsaya is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. He holds Series 65 and Series 63 registrations. Prior to joining Steward Partners in 2023, he spent 21 years at Brinker Capital Securities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Joshua Oradat is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and having two years of industry experience. Prior to joining Lincoln Investment, his work history includes roles in various service and operational positions as well as a term in the Marine Corps. Outside of his advisory role, he works as a client service associate in 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 provides financial planning and retirement plan advice supported by a combination of in-house and third-party investment strategies overseen by an Investment Management & Research team using strategic and tactical approaches.

Brian Shank is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Phillips Financial Services, Inc. since 2008 and Lincoln Investment Planning Inc. since 2007. Shank is president of BCS Annuity and Insurance Benefits Company, Inc., which offers fixed annuities and insurance products as part of client financial planning. 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 mix of advisor-managed and firm-managed investment strategies overseen by an Investment Management & Research team.

Denise Meehan is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA, holding Series 63 and Series 66 licenses with 12 years of industry experience. Her career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Janney Montgomery Scott LLC. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of its assets under management handled on a non-discretionary basis.

Joseph De Sipio is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license, with 10 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2016. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services primarily through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Tamara Indianer is a CFP® professional with over 31 years of experience in the financial industry. She is currently with Capital Analysts and has held long-term positions at Lincoln Investment and Managed Benefits Group. Indianer serves on the CRES Committee to promote financial literacy in public schools and is a board member of Neurofibromatosis Northeast, a nonprofit focused on research and clinical care for NF. She also chairs the Vendor Advisory Committee for MASBO, an organization for school business officials. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team, with services ranging from model portfolios to ERISA retirement plan advisory.

Douglas Hall is a CFP® with 27 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2016. He has prior experience with Comprehensive Asset Management & Servicing, Kistler-Tiffany Advisors, and Penn Mutual Life Insurance, where he has worked for over two decades. Hall is a partner in two additional financial services firms, including an insurance brokerage offering multi-line insurance products and a financial services firm affiliated with a CPA firm providing financial planning and retirement plan services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing a range of discretionary and non-discretionary assets across a variety of client types.

Mark Ayers is a CFP® with 17 years of industry experience, currently affiliated with Lincoln Investment in Fort Washington, PA. His career includes 15 years at The Vanguard Group, Inc. before joining Lincoln Investment and Capital Analysts in 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 employs both strategic and tactical investment approaches through a combination of in-house and third-party strategies, managing approximately $22.9 billion in advisory assets as of December 2025.

Jeffrey Dowds is a CFP® and PFS™ affiliated with Creative Planning, bringing three years of industry experience. He previously worked at The Marshall Financial Group, Inc and The Glenmede Trust Company, N.A. Outside of his advisory role, he owns Dowds Tax LLC, a tax advisory firm focused on personal tax return preparation. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity options, supported by a large advisory team and integrated private market capabilities.

Dawn Ehret is a financial advisor at Oppenheimer with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co Inc since 2006. 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, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Paula Nangle is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Creative Planning, LLC, where she has worked since 2025. Prior to that, she spent 16 years at The Marshall Financial Group, Inc. based in Doylestown, PA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Robert Eberly is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Robert Cumming is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been with Private Advisor Group and LPL Financial since 2011. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through various platforms.

Timothy Ohara is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Citizens Securities in 2024, he worked for ten years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating also as a broker-dealer and insurance agency.

Lisa Mchugh is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1997. Outside of her advisory role, she serves as treasurer and board member of a condominium association. 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 model portfolios, employing both strategic and tactical investment approaches through an Investment Management & Research team.