Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co for six years and has experience as an agent selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, leveraging centralized technology and model solutions.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Cetera, Mauch Chunk Trust Company, and Allstate Financial Advisors. 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 with ETF-based portfolios alongside commission-based brokerage and other non-discretionary services.

Keith Thibodeau is a financial advisor with First Command Advisory Services holding a Series 66 designation and eight years of industry experience. His background includes five years of service in the U.S. Army and continuous roles within the First Command organizations since 2018. Outside of his advisory work, he is the owner of Owl Family Finance LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers chosen by a centralized Investment Management Team.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Donald Albacker is a CFP® professional with 19 years of experience in financial advising. He has held roles at Kestra Advisory and Kestra Investment Services since 2026, following over a decade at Jcl Financial Group and Commonwealth Financial Network. His background includes financial planning combined with risk assessment to develop investment plans and manage asset allocation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting large institutional clients and utilizing multiple management platforms and third-party solutions.

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.

Eric Kuester is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America and Guardian Life Insurance Company. Kuester is a general partner at Quester Enterprises, LLC, involved in property management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of investment management options supported by third-party asset managers.

Brendan Knapp is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and RenaissanceRe. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Myshaina Kehinde is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*TRADE, and The Vanguard Group. Outside of her advisory role, she serves as an event coordinator officer for The Intersection Social Club, organizing networking events in the Philadelphia area. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Tyler Somodi is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Tiaa, Litmus, and Rocket Mortgage. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Sefa Gunay is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory role, he is also a Lyft driver. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Firstrust Savings Bank as well as at George's Restaurant. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management.

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 financial advisor at Lincoln Investment with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Lincoln Investment in 2017, he spent 23 years at Legend Equities Corporation and 8 years at Legend Advisory Corporation. Outside of his advisory work, Kroening owns and operates a small farm with beef cattle and cash crops. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. 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.

Kevin Keane is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 47 years of industry experience. He previously worked at Stifel for 11 years before joining Janney in 2018. Janney Montgomery Scott LLC is a 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 municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

Shea Harvey is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining First Command in 2018, Harvey worked at BlackRock, Inc. and Blackrock Investments, LLC for a combined 22 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Ryan Tickner is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott since 1999. 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 plans, and charitable organizations, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.