Raymond Schmalz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Robert Miller is a Chartered Financial Consultant (ChFC®) with 42 years of experience in the financial services industry. He has been with Lincoln Investment since 2012 and concurrently with Capital Analysts Incorporated since 2001. Outside of his advisory roles, Miller is involved in several community and charitable organizations, including serving on the Jewish Federation of Greater Philadelphia’s Key Donor Life Insurance Program committee and as co-chair of the Mid-Atlantic advisory committee for Boys Town Jerusalem. Lincoln Investment Planning, LLC is an enterprise firm that serves a diverse clientele including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house Investment Management & Research capabilities, utilizing strategic model portfolios and third-party managers to tailor solutions across various client needs.

Alan Puklin is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Capital Analysts, Ameriprise, Oppenheimer, and Morse Asset Management. Lincoln Investment Planning, LLC is an 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, leveraging in-house investment research and model portfolios alongside third-party managers.

Karen Rossi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has held roles at Hornor Townsend & Kent Inc since 2018 and has previous experience with Penn Mutual Life Insurance Company and Mass Mutual. Outside of her advisory work, Rossi serves as an elected officer on her local homeowners association board and has worked as a substitute for the Board of Elections in New Jersey. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes third-party asset managers in both discretionary and non-discretionary account structures.

Robert Kelly is a CFP® with 10 years of industry experience. He has worked at Rockefeller Financial LLC since 2026 and previously spent 11 years at SEI Investments Management Corp. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and placement and investment banking.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Christopher Shank is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has also worked at Phillips Financial Services since 2020, where he assists with bookkeeping and client preparation tasks. Lincoln Investment Planning, LLC is an 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.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current role since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and investment services on both discretionary and non-discretionary bases, covering equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation and manager selection.

Marissa Wood is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. She holds the Series 65 designation and has worked concurrently at the Law Offices of John Dooley and Union Financial Services since 2017. In addition to her advisory role, Wood performs bookkeeping duties for the Law Offices of John Dooley. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a range of investment strategies, including the RAISE 360® Model Series and options-enhanced strategies, serving clients through both direct advisory and sub-advisory arrangements.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He began his advisory career in 2024 and previously worked in education at multiple institutions including West Chester University and the University of Scranton. 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, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Richard Tardosky is a financial advisor at Lincoln Investment with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management through advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and third-party managers.

Elijah Haber is a financial advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, holding Series 66 and Series 63 licenses and three years of industry experience. He has previously worked at Tusk Wealth Management and Integrity Affiliates. Prior to his advisory roles, he held various positions in the hospitality industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages a multi-billion-dollar asset portfolio with both discretionary and non-discretionary account options.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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, and multiple advisory programs.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. 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, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building where he rents space to other Lincoln advisors. 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, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

Jacob Hurley is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Citizens Securities, Triple Crown Consulting, and McAdam LLC. 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 and a managed account program, with a range of commission-based brokerage and non-discretionary activities.

Niki Muller is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. She is also involved with Nick Muller LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement plan consulting. The firm offers both advisory and broker-dealer services, with relationships involving third-party asset managers and a range of account options.

Laura Wassell is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 license and 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2021. Outside of her advisory role, Wassell also assists with accounting and office administration at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts.

Dean Rosini is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.