Eric Kuester is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, PRUCO Securities, and Guardian Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Gregory Sankey is a CFP® with 18 years of industry experience, currently serving as an advisor at Lincoln Investment. His career includes roles at Capital Analysts and The Horace Mann Companies. He is also president and owner of Sankey Insurance and Financial Services, Inc., which provides insurance and fixed annuity sales. Lincoln Investment is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers a variety of financial planning and portfolio management services supported by an in-house Investment Management & Research team and third-party 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.

Alani Sewell is a financial advisor with Lincoln Investment, holding a Series 66 designation and 17 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2009, following a one-year tenure at Ameriprise. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

Lori Campbell is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 40 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2008 and has been affiliated with the Thomas Seely Agency since 1983. Outside of advising, she owns TSA-TPA, LLC, a limited liability company originally established for management payments but currently inactive. 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 combines advisor-led consulting with model portfolio management and third-party manager access, supported by an in-house Investment Management & Research team.

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.

Joseph Quigley is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2011, following a seven-year tenure at Wells Fargo Clearing. Outside of advising, Quigley is the owner of Quigley Publishing, LLC, through which he authors investment guides aimed at beginner investors, and he volunteers organizing events for children at a local community organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Stephen Bach is a financial advisor with Lincoln Investment Planning, Inc. in Fort Washington, PA, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with Lincoln Investment. Outside of his advisory role, he serves as Treasurer and a board member on the finance committee of Grace Bible Fellowship Church. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving 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 and research team that designs strategic model portfolios and adaptive strategies.

Latoya Bagwell is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at notable firms including Morgan Stanley and Prudential Insurance Company of America. 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 a range of portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Michael Coffey is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at notable firms including Citizens Securities, Inc., Private Advisor Group, LLC, LPL Financial, and PNC Wealth Management. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model for portfolio management and emphasizes non-discretionary model selection with custodial and trade execution services offered through Pershing.

Robert Lee is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has held positions at J.P. Morgan Securities, Chase Investment Services Corp., The Astorino Financial Group, and LPL Financial. He has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management, including customized portfolio management under fiduciary standards.