Chase Polly is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Lincoln Investment in 2022, he worked at Horace Mann Investors, Inc. for 10 years and has been involved with First Choice Insurance & Financial Services since 2014. Outside of his advisory work, Polly serves as treasurer for Boots and Branches Nature School LLC, assisting with financial and business management. Lincoln Investment Planning, LLC is a large enterprise 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 access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Catherine Gormley is a financial advisor with MAI Capital Management, LLC and holds a Series 65 credential. She has worked in the financial services industry since 2021, including four years at UBS Financial Services prior to joining MAI. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies through both in-house and third-party management, alongside financial planning, tax, and trust administrative services.

Patrick Hynes is a financial advisor with CWM, LLC who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Cetera, Cetera Wealth Services, Financial Independence Planning, and Voya Financial Advisors. He is also licensed to sell fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Cassandra Mcnulty is a CFP® with 11 years of industry experience, currently advising clients at Creative Planning since 2022. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of financial advising, she has been a figure skating instructor for over 18 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, while also offering access to private market investments and a range of retirement plan services.

Frank Moschella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Wells Fargo Clearing and New York Life Insurance Company. Outside of his advisory work, he serves as a notary public. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across various program types, emphasizing non-discretionary management and fiduciary responsibilities to retirement investors.

Edmund Chen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and its affiliates since 2018. Prior to his advisory career, he was employed by Comcast for two years. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Michael Mc Carron is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Grant Thornton. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services with integrated portfolio management and centralized client support.

Mark Greim is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC since 2021. He also serves as Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in advisory and financial guidance since 2016. His career includes prior experience at Lincoln Investment Planning, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and employs both discretionary and non-discretionary advisory approaches supported by a network of Investment Adviser Representatives and third-party partners.

Justin De Lisi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Ironview Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating both as an adviser and a registered broker-dealer with access to a comprehensive suite of investment and placement services.

Jean Schneider is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Lucas Dittenhofer is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, Merrill, and 721 Logistics. Citizens Securities serves individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Kimberly Wenger is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 66. Kimberly has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Outside of her advisory role, she serves as head coach for the Great Valley High School lacrosse program and is a board member of the Pennsylvania Girls' Lacrosse Association, where she chairs the annual recognition and awards committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a dual-registered advisory and broker-dealer platform. The firm employs a network of advisers and utilizes third-party asset manager relationships to provide tailored investment strategies across discretionary and non-discretionary accounts.

Brian Manchester is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and several other firms in various roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees, using algorithmic selection and third-party portfolio management.

Valerie Visconti is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes lengthy tenures at Valic Investment Services Company and its affiliates from 1995 to 2020, before joining Lincoln Investment and Capital Analysts in 2020. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to various investment strategies, supported by an in-house Investment Management & Research team and a layered advisory delivery model.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Clatterbuck is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Levy Wealth Management Group, LLC and LPL Financial. Outside of his advisory role, he is involved with LWMG Holdings, LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by quantitative and fundamental research.

Chelsea Gordon is a CFP® with 10 years of experience at Lincoln Investment, where she has worked since 2013. She operates under the DBA Encompass Wealth & Legacy Planning LLC, assisting clients with retirement, investment, and education planning. Chelsea is based in Fort Washington, PA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long-standing focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and proprietary investment strategies.

Evan Bigler is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2024. Prior to this, he held positions at The Vanguard Group, Inc., Fidelity Investments, and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations, primarily focusing on client-authorized trades and third-party managed accounts.

Scott Mulvaney is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including CapTrust and Girard Investment Services. Mulvaney is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

Joseph Cucinotta Jr. is a financial advisor with Centaurus Financial, Inc. in Radnor, PA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of advisory services, he prepares individual and small business tax returns as a proprietor. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.