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 with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, providing portfolio management, financial planning, and consulting. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary, non-discretionary, and model-delivery solutions across multiple asset classes, and uniquely functions as a registered broker-dealer offering securities transactions, insurance products, and investment banking 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 at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kimberly Wenger is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. She holds the ChFC® designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Wenger is involved in community activities as a high school lacrosse head coach and serves on the board of the Pennsylvania Girls’ Lacrosse Association. 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 as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside third-party asset management.

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, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Capital Analysts and Valic Investment Services Company, where she worked for over two decades. Lincoln Investment serves individuals—including high-net-worth clients—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, advisor-managed and firm-managed model portfolios, as well as broker-dealer and insurance services.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis along with specialized tools like trend-following and options overlay strategies.

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® professional at Lincoln Investment with 10 years of industry experience. She has been with Lincoln Investment since 2013. Outside of her role at Lincoln, she operates under the DBA Encompass Wealth & Legacy Planning LLC, providing clients with retirement, investment, and education planning services. 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 employs a range of strategic and tactical investment approaches, managing both discretionary and non-discretionary programs with approximately $22.9 billion in advisory assets as of the end of 2025.

Evan Bigler is a CFP® with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at The Vanguard Group and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations through Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory approach from many enterprise wealth managers.

Scott Mulvaney is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. His prior roles include positions at CapTrust and Girard Investment Services. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

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.

James Boylan is a financial advisor at Focus Advisor Solutions, LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Sei Investment Management Co. and Foreside Financial Services, LLC. Boylan also serves as a Regional Director for Focus Partners Advisor Solutions, LLC, where he is involved in relationship management and business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and fiduciary services for retirement plans, serving a substantial client base with an enterprise-scale platform.

Stephen Schultz is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Analysts, LLC. 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 a range of financial planning and investment services, utilizing both strategic and dynamic approaches through an internal Investment Management & Research team.

Roger Walton is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Kestra Advisory since 2016 and has been affiliated with related firms including Kestra Investment Services and Premier Financial Group since the late 1990s. He also owns a consulting business and maintains an insurance sales practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with a platform that supports diverse and complex investment solutions.

Frank Rosala is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2022. He previously worked at The Prudential Insurance Company of America and Prudential Annuities Distributors, Inc. from 2015 to 2021. Lincoln Investment serves individuals, high-net-worth clients, 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 managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Sarah Smith is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith serves as Vice President of Programming for the Cornell Club of Philadelphia, an alumni organization. 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 broad 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.

Marianne McGovern is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation and 30 years of industry experience. She has been with Janney Montgomery Scott since 1979. Janney Montgomery Scott 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 offers brokerage services, financial planning, and advisory programs.

Melanie Dematto is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fahnestock & Co. Inc. since 2003. 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 services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.