Evan Hagan is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at Educational Alliance, GameCo, Inc., and Think Coffee. Outside of finance, he serves as Program Director at Educational Alliance Art School, focusing on educational programs in pottery. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, 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 strategies.

Kyle Salvitti is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at JPMorgan Chase & Co and Sparks Capital Management, LLC. Salvitti also serves as an analyst for Encompass Wealth & Legacy Planning, where he is involved in portfolio and investment analysis. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, model portfolio management, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team and a layered delivery model of advisors and sub-advisers.

Harrison Fosnocht is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC, TD Private Client Wealth LLC, and Mass Mutual Investors Services among other firms. 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 both a digital advisory program, which uses ETF-based portfolios and proprietary algorithms, and a Managed Account program.

Robert Castellani Jr. is a financial advisor with Lincoln Investment who holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, he worked at BT Partners LLP, RSM US LLP, Ryan LLC, and PricewaterhouseCoopers LLP. He serves as president of a homeowner’s association, where he leads meetings and acts as a liaison for the community’s social committee. 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 combines advisor-led consulting with model portfolios developed by its in-house Investment Management & Research team, offering both discretionary and non-discretionary investment services.

Avery Stine is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Hornor, Townsend & Kent, LLC since 2021 and previously held roles at Penn Mutual Life Insurance Company, Equitable Advisors, and Axa Advisors. In addition to his advisory work, Stine is involved in life insurance brokerage through several business ventures including Capital Evolution and Rock Capital Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes third-party asset manager relationships to provide both discretionary and non-discretionary portfolio management.

Larry Sun is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2017. His prior experience includes over two decades at Metlife Securities Inc. and roles at Mass Mutual Investors Services and Penn Mutual Life Insurance. Outside of advising, he serves as a board member and chairman of the deacon board at Faith Hope Love Chinese Church and provides business consulting to startups. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm combines SEC-registered advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Hamza Khan is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Citizens Securities, he worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, PNC Investments LLC, Bank of America, N.A., Merrill, and TD Bank. 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 alongside brokerage and insurance services, operating both discretionary managed accounts and a digital advisory program that utilizes proprietary algorithms and client risk assessments.

Patricia Picardi is a financial advisor with Guardian Life and Park Avenue Securities, holding a ChFC® designation and Series 63 license, with 41 years of industry experience. She has been with Guardian Life and Park Avenue Securities since 2002. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated lending options.

Scott Strawser is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He has worked at Hornor, Townsend & Kent since 2007 and previously at Natcity Investments, Inc. for one year. In addition to his advisory role, Strawser is a regional field office administrator and insurance agent for Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of investment, custody, and brokerage services.

Timothy Joseph is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, LLC. In addition to his advisory role, he provides professional tax preparation services on a seasonal basis. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. In addition to his advisory role, he serves as a board member for the Misericordia University Alumni Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment management and brokerage solutions.

Lawrence Greenberg is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Pruco Securities, LLC, The Prudential Insurance Company of America, Lyft, Inc., and Northwestern Mutual. Outside of his advisory work, he serves as a board member at large for the Pennsylvania Film Industry Association, is CEO of Cage Free Projects, a filmmaking and creative consulting business, and is vice chairman of the New Hope Planning Commission. 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 offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Mauricio Gaitan is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Citizens Securities since 2017 and previously worked at PNC Investments 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 utilizes a mix of digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Keith Tomer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, each for 19 years, and has been affiliated with Foundations Financial Partners since 2014. Outside of advisory work, he serves as an Operations Assistant with signing authority at MCKC, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational, trading, technology, and compliance support, enabling advisors to construct client portfolios using diverse securities and insurance products alongside discretionary model portfolios managed by its Investment Management and Research team.

Eric James is a financial advisor with Kestra Advisory, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Protech Associates LLC, and Dynasty Advisors LLC Wealth Management. He also has experience reviewing life insurance products with Dynasty Advisors as part of his financial planning services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and managing approximately $79.8 billion in assets.

Michael Mckeever is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 63 and Series 65 registrations and has 27 years of industry experience, including 24 years with 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 alongside brokerage and insurance services, featuring a digital advisory platform that uses proprietary algorithms and a Managed Account program.

Danine Mueller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 36 years of industry experience. She has worked at Commonwealth since 2014 and previously spent 11 years with Sims Financial Services, LLC. Outside of her advisory role, she is the sole member and owner of Certified Divorce Specialists, LLC, an entity focused on divorce planning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kirk Stensrud is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Merrill. He is also involved with the finance committee at St. Luke Evangelist Church in Glenside, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base ranging from individuals to municipal clients and offers a combination of in-house and third-party managed investment programs alongside brokerage and financial planning services.

Marshall Tolins is a financial advisor with Lincoln Investment, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Moss Adams and Benetrends Financial, among other positions. Outside of finance, he owns and operates Marshall's Market Inc., a food service business. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Robert Logan is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Logan Financial Services Corp since 1987, where he also serves as president of a tax preparation and accounting firm. Logan serves on the Pension Board of East Whiteland Township, PA, overseeing the township’s retirement plan management, and participates on the Membership Committee of the Chester Valley Golf Club in Malvern, PA. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary advice through programs like SIGMA Managed Account and other account options.