Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.

Cara Archer is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and five years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co. She was previously involved with Playtime Pet Resort. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services 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, working with a diverse group of clients including defined contribution and defined benefit plans.

Fang Yu Lin is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for HSBC Securities (USA) Inc. for 10 years before joining Citizens Securities in 2022. 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’s advisory solutions include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ricardo Reyes is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, Merrill, and National Securities Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, with discretionary portfolio management and tax-loss harvesting features.

Eric Kuester is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, PRUCO Securities, LLC, Guardian Life Insurance Company, and Park Avenue Securities. Kuester is a general partner in Quester Enterprises, LLC. 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 a range of custody, execution, and brokerage capabilities alongside investment advice.

Brendan Knapp is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley and RenaissanceRe. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Sefa Gunay is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Wells Fargo in various capacities. Outside of his advisory role, Gunay provides transportation services as a Lyft driver. 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 portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020, with prior experience at Firstrust Savings Bank and in the hospitality industry. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a variety of investment approaches tailored to different programs and advisors and manages approximately $36.7 billion in assets.

Mohamedali Asous is a financial advisor at Citizens Securities, Inc. He holds the Series 63 and Series 66 designations and has 11 years of industry experience. Prior to joining Citizens Securities in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he spent over a decade. 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 provides a digital advisory program using proprietary algorithms and managed account solutions, and operates as a broker-dealer and insurance agency.

Lee Kroening is a CFP® with 38 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of finance, he owns and operates a small farm raising beef cattle and growing cash crops. 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 both advisor-managed and firm-managed model portfolios, employing a mix of strategic and dynamic investment approaches.

Betsy Costanza is a financial professional with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with GWN Securities since 2020 and also works as an insurance agent, offering life insurance and annuity products. Additionally, she has a longstanding role with Barton Varsity (Kades-Margolis) since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Keith Morris is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Steward Partners subsidiaries and Raymond James Financial Services. Outside of his advisory work, Morris serves as an assistant basketball coach at Saint Joseph Preparatory School and is a board member of the Just Win Today Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and consulting through a variety of proprietary and third-party investment solutions.

Joseph Quigley is a financial advisor with Oppenheimer in Warrington, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer since 2011. Outside of his advisory role, he is the owner of Quigley Publishing, LLC, through which he authors investment-related books, including "Wake Up to InvestiNG" and "Wake Up to $aving$." He also volunteers organizing events for children at a local community organization in his hometown. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies to tailor client solutions, and it acts as a qualified custodian for client assets.

William Holmes is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 1998 and also operates an insurance brokerage under the Holmes Group. Holmes participates in a professional networking group with fellow partners to exchange ideas beneficial to clients. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities, offering a range of investment options and third-party asset manager relationships under a supervisory framework.

Michael Coffey is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Citizens Securities, Inc., Private Advisor Group, LLC, and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies and offers access to third-party discretionary managers while providing ongoing monitoring and supervisory oversight.

David Wilcox is a financial advisor at Citizens Securities, Inc. with 25 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at HSBC Bank USA, N.A. and HSBC SECURITIES (USA) Inc. from 2013 to 2024. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes both algorithm-driven digital portfolios and managed account programs.

Jeffrey Detwiler is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Elijah Vottero is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, following roles at Ditech Home Loans and Discover Financial Services. Based in Fort Washington, PA, he has provided financial services throughout his career. 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, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Lance Rultenberg is a financial advisor with Commonwealth Financial Network in Jenkintown, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, he operates a tax preparation and general accounting service as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Carolyn Oh is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Sagepoint Financial, and Goldman Sachs. She is also involved in providing investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.