Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining Lincoln Investment in 2017, he spent 13 years at Legend Equities Corporation. Outside of his advisory role, he prepares taxes for clients and acts as a selling advisor for Medicaid compliant annuities in a separate capacity. 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 a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive strategies.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 registrations and possessing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother's estate, which is currently in the process of liquidation. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and uses both discretionary and non-discretionary investment approaches across equity, balanced, and fixed-income portfolios.

Jeremy Levinn is a CFP® with 19 years of industry experience, currently serving as an advisor at Farther since 2024. He has also been affiliated with Financial Life Focus, LLC since 2012. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory through proprietary model portfolios and algorithmic rebalancing, utilizing a diversified mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Aized Gill is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience, including 11 years at his current firm. He holds the Series 63 and Series 65 designations. Gill serves as a board member of Friends of PEB, where he contributes to decisions on allocating funds to nonprofit projects overseas. 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 operates a digital advisory program using proprietary algorithms as well as a managed account program, and it is wholly owned by Citizens Bank, N.A.

Robert Rosema is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and eight years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at JP Morgan Chase Bank and Merrill Lynch among other firms. Outside of his advisory role, he is employed as a lead club fitter with TaylorMade Golf Company, assisting players with custom-built golf clubs. Janney Montgomery Scott 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, and advisory programs supported by a mix of in-house and third-party portfolio management.

Daniel Moore is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and related entities since 2017, as well as at PNC Investments LLC and PNC Bank from 2012 to 2017. Outside of his advisory role, Moore has participated as a bartender for fundraiser events with the Knights of Columbus nonprofit organization. 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 advisory solutions include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Redmond Tudos is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Wells Fargo from 2000 to 2022. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Alan Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Wells Fargo Advisors, RBC Capital Markets, and Morgan Stanley. In addition to advisory services, he provides fixed insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Minh Lu is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and TIAA-CREF. Outside of finance, he is involved with Phillytings, LLC, a clothing apparel business where he is a signer and owner. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using proprietary algorithms alongside managed account options and operates as both a broker-dealer and insurance agency.

Brian Buchanan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Dawn Wyatt is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Arielle Jones is a Series 66 licensed advisor with Citizens Securities, Inc. in Conshohocken, PA. She has one year of experience at Citizens Securities and previously worked at Citizens Bank for three years, along with roles in various other industries including telecommunications and retail. Citizens Securities serves a diverse retail client base with both advisory programs and brokerage and insurance services. The firm offers a digital advisory program with ETF-based portfolios, as well as managed accounts, and operates as a broker-dealer and insurance agency.

Michael Nelligan is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Outside of his advisory role, he serves as trustee for the grandchildren of his late uncle. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, consulting, portfolio management, and utilizes an in-house Investment Management & Research team alongside third-party managers to support a range of client investment strategies.

Joseph Di Criscio Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wealth CMT and Lincoln Financial Advisors Corporation and has been affiliated with Temple University since 2018. 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 strategic model portfolios and adaptive investment strategies.

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.