Zachary Carr is a financial advisor at Lincoln Investment in Fort Washington, PA, holding a Series 66 designation with two years of industry experience. His career includes roles at Capital Analysts and Lincoln Investment since 2023. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, access to third-party managers, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic AIM strategies.

Jennifer Sangillo is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds Series 63 and Series 66 registrations and has been with Janney Montgomery Scott and its affiliates since 2000. Janney Montgomery Scott LLC is a large 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 clients, and municipal entities, offering a range of brokerage, financial planning, and advisory services.

Kathleen Barrett is a financial advisor with Lincoln Investment in Marlton, NJ. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at Simone Campbell Tax Consulting LLC and several other companies. 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, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Christine Nealis is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services and TD Bank. Outside of her advisory role, she is an associate at Anchor Financial, where she is involved in sales, marketing campaigns, and monitoring annuities and life insurance policies. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management and financial planning support through a technology platform.

Scott Abernethy is a CFA® charterholder with two years of industry experience. He is currently with TIAA-CREF, where he has worked since 2025 following a prior tenure at Tiaa beginning in 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to a donor-advised fund.

Robert Fisch is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Lincoln Investment since 2026 and previously held roles at United Planners' Financial Services of America and Citizens Securities, Inc. He is also engaged in fixed and annuity sales as an agent. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. for nine years. 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 digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Barbara Bauer is a financial advisor at Valic Financial Advisors with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including AGIA, OSAIC Services, Citizens Securities, and TD Wealth Management Services. Outside of advisory services, she is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing Envestnet’s platform for discretionary unified managed accounts and overlay services.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked previously at LPL Financial for 11 years before joining Commonwealth in 2014. Goldenberg is also co-owner of CURO Wealth Management LLC and is involved in Medicare product referrals. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Brendan Yospa is a CFP® professional with experience at Cerity Partners LLC since 2022, following prior roles at Permit Capital Advisors, Newday USA, and Morgan Stanley. He has a background that includes both financial services and a decade at Family Pharmacy of Hampstead. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and uses a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Schimeneck is a financial advisor with Valic Financial Advisors holding Series 66, Series 65, and Series 63 licenses and 19 years of industry experience. His prior roles include positions at Key City Capital, J. Alden Associates, and DLP Capital Advisors LLC. He is based in Mount Laurel, NJ. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors utilizing advanced technology and model solutions.

Prabjyot Kaur is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. 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 adaptive strategies.

Nicholas Pierson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and two years of industry experience. His prior roles include positions at Cetera, Diamond State Financial Group, and Rowan University, among others. Outside of finance, he has been involved with the Gloucester Township Recreation Department. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management and financial planning support.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, he is involved in life insurance brokerage through 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.

Frank Pizzichillo V is a CFP®-credentialed financial advisor with three years of industry experience. He has worked at Hightower Advisors since 2026 and previously held roles at Valley Financial Group and Brinker Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

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.

Robert Lutz Jr. is a financial advisor with Commonwealth Financial Network in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Financial Network and INVEST Financial Corp. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and a platform with extensive operational and compliance support.

Gregory Taylor is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Park Avenue Securities LLC / Northeast Financial Network and has experience in the beverage industry with Bella Ray Beverage and Source Brewing. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services. The firm uses discretionary unified managed accounts through Envestnet’s platform and supports advisors with centralized technology and model solutions.

Sean Lore is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including National Life Group, Citizens Securities, Inc., and PNC Investments LLC. Outside of his advisory role, he is also an insurance agent with Evolution Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizes third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2016 and has a longstanding involvement with Whitemarsh Valley Golf Club outside of his advisory work. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and offers various wrap programs with integration across KeyCorp affiliates.