Christopher Forst is a financial advisor at Lincoln Investment in Horsham, PA, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience at firms including Advyzon and Davis Financial Planning. His background also includes roles in education and financial services beginning in 2016. Lincoln Investment Planning, LLC is an enterprise investment 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 model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

William Mills is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to certain employees. The firm utilizes algorithmic risk assessments and delegates portfolio implementation and proxy voting to third parties.

Christian Gotzman is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is a co-founder of Kellman LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a Managed Account program and functions as a broker-dealer and insurance agency.

Malaika Hamid is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities LLC, The Vanguard Group, and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, utilizing model and customized portfolios.

Davis Nagg is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience. His background includes roles at the University of Denver and 1740 House, as well as ongoing involvement with Open Door Valet. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. The firm combines in-house investment management with third-party managers to offer a range of financial planning and portfolio management services.

Christopher Fusco is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and is based in Philadelphia, PA. Fusco has been with Janney Montgomery Scott since 2014. 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 advisory programs.

John Saia Jr. is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He has been with Citizens Securities since 2011 and previously operated Johnny Cool Incorporated from 2004 to 2017. He holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Benjamin Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC in Philadelphia, PA. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Sei. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Zhiqiang Liu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and concurrently at Wfg since 2001. Liu is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program choices, and a range of insurance and brokerage products.

Gregory Clemens is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services, Questar Capital Corporation, Allianz Life, and PNC Investments. Outside of his advisory work, he is involved as a youth sports official and has worked as a ride-share driver. 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 both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Kathleen Freed is a CFP® with six years of industry experience and is currently with Cerity Partners LLC. She previously worked at Permit Capital Advisors, Threshold Group, Convergent Wealth Advisors, and Lydian Wealth Management Company. Her work history also includes a year focused on extended travel. Cerity Partners LLC advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Peter Tappon is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, often utilizing model or customized portfolios under a fiduciary standard.

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Dolores Jordan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 1992. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Denise Parker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior roles include positions at Global Atlantic Financial Group and LPL Enterprise. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a variety of clients, including sovereign wealth funds.

Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Logan Circle Partners/MetLife Investment Securities, MML Investors Services, and MassMutual Life Insurance. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party asset management.

Gregory Field is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he works as an insurance producer focusing on life insurance, long-term care insurance, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches in legacy programs.

Eric Hill is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Bank of America, Merrill, and David Lerner Associates. Hill is based in Philadelphia, PA. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm offers financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Jacob Flood is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ashley Development Corporation, J.G. Petrucci Company, Inc., and Lehigh University, among other organizations. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines proprietary research, strategic allocation models, and extensive affiliated resources to tailor investment solutions across various platforms and fee structures.