Leonard Rizzotti is a CFP® with 42 years of industry experience, currently with Lincoln Investment since 2004. He serves as a board member for the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the mutual fund portfolio funding student scholarships. 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, advisor-managed portfolios, and operates as both a broker-dealer and SEC-registered RIA, managing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Kevin Shamy is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships through TIAA. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Aziza El Harre Bey is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Lincoln Investment since 2019, following prior roles at Santander Securities, Santander Bank, and Fidelity Brokerage Services, as well as a period of self-employment. 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, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Michael Sharp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Kelly Ochotny is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2000 and has also been affiliated with Temple University since 1999. Outside of her advisory role, she works as a Client Service Associate to another financial advisor, Leonard Rizzotti. 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, retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Andrew Condon is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan and Barclays. He served in the Pennsylvania Army National Guard from 2021 to 2022. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party management.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of 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.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm delivers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Citizens Securities in 2024, he worked at Cetera and Mauch Chunk Trust Company, among other firms. 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 operates both a digital advisory platform and a Managed Account program while maintaining broker-dealer and insurance agency functions.

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. Lin holds the Series 66 designation and previously worked at 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 retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while operating as a broker-dealer and insurance agency.

Ricardo Reyes is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Merrill and MML Investors Services LLC. 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 a business model that integrates bank, broker-dealer, and advisory functions.

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.

Gregory Sankey is a CFP® professional with 18 years of industry experience. He is currently affiliated with Lincoln Investment and Capital Analysts and previously worked at The Horace Mann Companies. He is also the president and owner of Sankey Insurance and Financial Services, Inc., an insurance and financial services business. 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 managed portfolio programs, utilizing strategic and dynamic investment approaches overseen by an Investment Management & Research team.

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.

Myshaina Kehinde is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Her prior experience includes roles at Morgan Stanley, E*TRADE Capital Management, E*TRADE Securities, and The Vanguard Group. Outside of her advisory work, 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 primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, delivering services through an integrated model tied to 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 Litmus and Rocket Mortgage. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management using model portfolios or customized solutions and acts as adviser to a donor-advised fund.