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.

Ian Mc Laughlin is a CFP® with 14 years of experience in the financial services industry. He currently works at Janney Montgomery Scott and previously held positions at Lincoln Investment, Charles Schwab & Co., Inc., and SII-Acorn Financial Services. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Alia Mendez Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds a Series 66 credential and has previously worked at Janney Montgomery Scott LLC, LPL Financial, and M Financial Planning Services. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Kimberly Beil is a CFP® professional with over 22 years of experience in the financial services industry. She has been with Janney Montgomery Scott since 2002. 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, corporate and retirement plans, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.

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.

Alex Silvestro is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has previous experience at firms including MassMutual Investors Services, Pruco Securities LLC, and Citizens Bank. Outside of his advisory work, he has assisted as a football coach at a local camp, helping high school students with techniques and drills. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and centralized technology solutions.

Daniel Blum is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 20 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he owns an online retail sales business, DNV Ventures, LLC. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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.

Marianne Rullo is a Series 65-licensed financial advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 19 years at Meyer Capital Group. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, supported by proprietary research and a variety of investment vehicles.

Jeffrey Lageman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining TD Private Client Wealth in 2024, he worked at Merrill from 2014 to 2022 and has been with TD Bank since 2022. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment options through a technology platform supported by Envestnet.

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.

Bennie Hargrove is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2021, previously serving at Capital One Investing LLC from 2015 to 2019. 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 managed investment programs, utilizing both strategic and dynamic approaches overseen by an in-house Investment Management & Research team.

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.

Frank Zoltanski is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent seven years with Legend Equities Corporation. 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 a range of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by an internal Investment Management & Research team.

Fabienne Sarnecki is a CFP®-credentialed financial advisor with 11 years of industry experience. She is currently with Citigroup Global Markets and has held prior roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley, and Lincoln Financial Distributors. Outside of her advisory work, she serves as an associate board member for Girls on the Run Southeastern Suburban PA, supporting fundraising and community outreach efforts. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as swap dealer and futures commission merchant, supporting large-scale and bespoke advisory solutions.

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.

Charles Hillis Jr. is a CFA® charterholder with 48 years of industry experience. He has been with Oppenheimer & Co since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages his own investment partnership through Hillis Partnership and Hillis Management. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm emphasizes strategic asset allocation and manager selection, with accounts reviewed periodically and a distinctive approach that includes commission-based programs and non-discretionary management.