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.

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.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Uber and TD Bank N.A. Outside of his financial career, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment options through a combination of strategic and tactical asset allocation.

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 46 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation from 2010 to 2017. 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 various advisory programs, managing a blend of in-house and third-party investment strategies overseen by its 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.

Lisa Kohut is a CFP® professional with 22 years of experience in the financial services industry. She has been with Citigroup Global Markets Inc. since 2007 and has also worked at Wachovia Bank, N.A. since 2005. Kohut is based in Philadelphia, PA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as swap dealing and futures commission merchant activities.

Stephen Mc Carthy is a financial advisor with Lincoln Investment, holding a Series 66 credential. He has less than one year of industry experience. Prior to his career in financial advising, he worked for eight years at TransNoble Logistics and spent four years at The Pennsylvania State University. 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 programs using both strategic and tactical approaches.

Marc Meyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and five years of industry experience. He previously founded Meyer Capital Group and worked at Arizona State University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of portfolio construction techniques.

Vishal Gaur is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014 and operates Gaur Financial Associates, LLC. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed accounts program.

Stephen Cooper is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2018 and at TD Private Client Wealth LLC since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

Evan Hagan is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked at Educational Alliance as Program Director of the Art School, where he designed and executed educational programs focused on pottery. He has additional work experience with GameCo, Inc and Think Coffee. Lincoln Investment serves individual clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Rayona Bowens is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Reliance Standard Life Insurance Company, Philadelphia Insurance Companies, and Philadelphia Federal Credit Union. 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.