Samuel Newsham is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Lincoln Investment since 2013 and also has experience with Capital Analysts, LLC. Outside of his financial career, Mr. Newsham is active as a bass player and multi-instrumentalist in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and holds a leadership role in a Masonic lodge. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team, and offers both fiduciary ERISA advice and a variety of platform options.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

William Craig Jr. is a CFP® professional with 3 years of experience, currently serving as a financial advisor at TIAA-CREF. His prior experience includes roles at TIAA since 2008 and Vanguard Advisers from 2000 to 2002. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model with separate planning and management services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Randall Marquez is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, Marquez occasionally works as an actor in television, film, and theater productions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Steven Earhart is a financial advisor with Guardian Life and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at firms including Park Avenue Securities and Equitable Advisors. Earhart serves as the Associate Editor of The Society of Financial Services Professional Journal and is Chair of the Perkiomen Valley Chamber of Commerce Board. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, tailoring relationships to meet client needs with access to insurance products and alternative investments.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Harry Keller is a CFP® and ChFC® with 44 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has previously worked at firms including VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Donal Mcguire is a financial advisor at Lincoln Investment with 33 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. for 32 years. He previously wrote life insurance policies with Midland Life but discontinued once they were found not to be processed through Lincoln. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA 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 strategies.

Benyamin Levy is a financial advisor with TLG Advisors, Inc. in Radnor, PA. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent LLC, and Merrill. He also had an entrepreneurial role with Levy's Financial Services and was involved with American Cyberspace. TLG Advisors serves a broad client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both personalized management and a direct-to-consumer digital program called Starlight Portfolios.

Christopher Siaplay is a financial advisor with Eagle Strategies (NY Life) in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2022 and affiliated with New York Life Insurance Company and Nylife Securities LLC since 2016. Siaplay serves as a board member of the Crescent Foundation, a nonprofit focused on supporting the community healthcare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm delivers tailored advice through various programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Di Medio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has held positions at Merrill Lynch and the University of Richmond. 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, and it operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Peter Zaknich Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He has been with Hornor, Townsend & Kent since 1995 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he owns and operates a life insurance brokerage focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated platform offering both advisory and broker-dealer services with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently affiliated with Oppenheimer since 2012. He holds Series 63 and Series 65 licenses and serves as trustee of an irrevocable family trust used for estate planning. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Christopher Gagnier is a CFA® charterholder and registered representative with 14 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021. His prior experience includes roles at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of services, including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Michael Izak is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC, State Farm, and Kemp Harvest Financial Group. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and AIM strategies.

Jason Yarnall is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Coventry First and Independence Blue Cross. He is also active as a licensed insurance agent, involved in the sale of insurance products and financial planning services through his brokerage activities under 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement consulting, operating both as an SEC-registered adviser and a FINRA-member broker-dealer.

Joseph Ozag Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at FINRA for 21 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Dylan Hansen is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory. His prior work includes positions at OSAIC, FSC Securities Corporation, Bank of America, Merrill, and Onwentsia Golf Club. He also serves as a non-public arbitrator for FINRA and operates as an independent insurance agent through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Patrick Sweet is a CFP® with 11 years of industry experience currently affiliated with Rockefeller Financial LLC. He has worked at Merrill and Rockefeller Capital Management, with a prior role at Starbucks Corporation. 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 while operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.