Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1993 and has also been affiliated with Joaquin C Lopez Inc and Barbara Muza since 2011. 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 advisory programs utilizing both proprietary and third-party investment strategies overseen by an Investment Management & Research team.

Brian Pitell is a financial advisor with Lincoln Investment, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Capital Analysts, Cetera, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president of Safari Club International, a nonprofit board dedicated to hunting and conservation. Lincoln Investment serves individuals, 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 in-house and third-party strategies overseen by an Investment Management & Research team employing strategic and tactical approaches.

Patrick Forst is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed investment programs that incorporate strategic and tactical approaches supported by quantitative models and an Investment Management & Research team.

Bruce Hotaling is a CFA® charterholder with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at GYL Financial Synergies, LLC and led Hotaling Investment Management, LLC for over a decade. Hotaling is a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating fundamental and quantitative analysis, as well as a broad network of affiliated service companies and product relationships.

Zachary Carr is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he spent time at Capital Analysts and has an educational background spanning from primary through college levels. 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 investment management services, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, Ferrandino serves as an advisory board member for nonprofit organizations focused on Batten disease research and support. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, and institutions by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model and access to alternative investments.

Robert Fisch is a financial advisor at Lincoln Investment with 27 years of industry experience. He has previously worked at United Planners' Financial Services of America and Citizens Securities, Inc., and has operated his own advisory business since 2003. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services, advisor- and firm-managed portfolios, and operates both as a broker-dealer and insurance agency in addition to its SEC-registered RIA activities.

Elizabeth Cook is a financial advisor at GWN Securities Inc. with 15 years of industry experience. She held a prior role at Twinbridge Financial from 2016 to 2025. Outside of her advisory work, she is also involved in life insurance sales through a separate DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and trading/tactical strategies based on market timing and momentum.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. from 2016 to 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory platform managed in partnership with SigFig and a Managed Account program.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is the owner of CURO Wealth Management LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Brendan Yospa is a CFP® affiliated with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Permit Capital Advisors, Newday USA, and Morgan Stanley, as well as a decade working with Family Pharmacy of Hampstead. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, incorporating both proprietary quantitative screens and third-party managers.

Gabrielle Bruno is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and one year of industry experience. She is also the sole proprietor of Angel Army Associates, LLC, a law firm, and works as a caregiver with Samaritans At Last, LLC. Prior to her current roles, she held positions at Jauregui Law Firm, Robertson Center for Constitutional Law, and Regent University School of Law. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of investment approaches and custodial platforms.

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Prabjyot Kaur is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Lincoln Investment in 2021, she worked at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment serves individuals, charitable organizations, businesses, and numerous employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolio programs, managing both discretionary and non-discretionary assets using strategic and tactical investment approaches.

Arthur Taxin is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He has been with Brookstone since 2013. Outside of his advisory role, he is involved in a legal services business unrelated to investments. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and managed account services.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at several firms, including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, Shigon is involved in life insurance brokerage through his positions with 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services via third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Andrew Nehrbas is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. He holds a Series 63 designation and has 50 years of industry experience, including over 16 years with Janney. He serves as a board member of the Crescent Homeowners Association in Wilson, WY, where he assists in maintaining common area trails and streams. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.