Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA. She holds a Series 66 designation and has 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 works as a server for a catering company specializing in weddings and corporate events. Lincoln Investment Planning, LLC is a large enterprise 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 advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Matthew Fry is a CFP® professional with 20 years of industry experience. He currently works at Osaic Institutions, Inc. and previously held roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Morgan Stanley. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Jonathan Holin is a Series 65-licensed advisor with Independent Financial Partners, based in Fort Washington, PA. He has seven years of experience at Fuhrman Management Associates and four years at Simon & Simon, PC. Holin joined Independent Financial Partners in 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with multiple investment options and is notable for its retirement-plan advisory and pension consulting services.

Patrick Resch is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, Resch is a professional athlete in the Premier Lacrosse League, competing during the season from May to September. 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 multiple advisory programs.

Mark Goldstein is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He previously worked at MSI Financial Services, Inc. before joining Private Advisor Group and LPL Financial in 2014. Outside of advising, he is involved in an insurance brokerage offering health insurance through Goldmark Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model. The firm provides portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and third-party managers.

Jessica De Luca is a financial advisor with Steward Partners Investment Advisory, LLC in Mount Laurel, NJ, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James & Associates for eight years and at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2018. Outside of her advisory work, she co-manages rental real estate with her husband. 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—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kevin Siclari is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and one year of industry experience. He has served in the U.S. Air Force for over two decades and is currently on terminal leave as a Senior Master Sergeant, with retirement effective in early 2026. Siclari’s work history includes roles within multiple First Command entities since 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using centralized portfolio management through an Investment Management Team and Wealth Portfolio Managers.

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 previously owned VAN Consulting Inc, where he also provided personal financial tax planning services. In addition to his advisory work, he has been involved in fixed insurance and annuities sales since 2015. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, employing various portfolio management approaches and supporting both discretionary and non-discretionary investment strategies.

Stephen Manzo is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Manzo has worked at Lincoln Investment since 2016 and also maintains ongoing roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through various model portfolios, and advisor-led consulting, supported by an internal Investment Management & Research team.

Liam Mc Guire is a financial advisor at Lincoln Investment with three years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2023. Prior to his advisory career, he was involved with Azie Media and worked at Cardinal O'Hara High School. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of in-house model portfolios and third-party managers, operating with both wrap and non-wrap platforms.

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 with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2005 and concurrently affiliated with Citizens Bank since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Pope is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment since 2017. Outside of his advisory work, he serves as the Chairman of the Investment Committee for Christ First United Methodist Church, overseeing the church endowment. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team that designs model portfolios and adaptive strategies, while supporting advisor-led, tailored client relationships and acting as a fiduciary for ERISA-related advice.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Eric Dean is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at LPL Financial, Woodbury Financial Services, and Guardian Life. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model combining technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

Graham Parsons is a financial advisor at Cerity Partners LLC with nine years of industry experience. He holds a Series 66 credential and previously worked for UBS Financial Services from 2016 to 2025 across several roles. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and access to private market solutions.

Jake West is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lincoln Investment. He previously worked at The Vanguard Group and TIAA-CREF. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house model portfolio management and third-party strategies, maintaining a fiduciary role in ERISA and retirement advice.

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 and holds Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Risler Financial Management and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies through both proprietary and third-party platforms.