Leslie Thoms is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Empower Advisory Group in 2024, Thoms worked at Morgan Stanley and E*TRADE in various roles between 2015 and 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, operating through an integrated service model aligned with Empower’s recordkeeping and administrative platforms.

Jacob Hurley is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Triple Crown Consulting and McAdam LLC. Outside of finance, his work history includes roles at Quench Juicery and Boston Sports Club. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supporting a range of client investment needs.

Rian Steinbiss is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2002 and has also been affiliated with Capital Analysts since 2015. 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-managed and firm-managed investment programs, utilizing both strategic and tactical approaches through an Investment Management & Research team.

Samantha Redding is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney since 2022, following prior roles at GWFS Equities, Great-West Financial, and Agility Logistics. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

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.

Rashan Mc Rae is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served 30 years in the US Army and US Army Reserve. 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 financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios across various investment vehicles.

Changa Ellison is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and Citizens Securities. Ellison is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing managed account management, applying a fiduciary standard and utilizing both model and customized portfolios.

Jack Firriolo is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds the Series 66 designation and has 10 years of industry experience. Since 2015, he has worked at Lincoln Investment Planning. Firriolo is also involved with Encompass Wealth & Legacy Planning LLC as a financial professional, assisting clients with financial planning. 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 services and manages a mix of in-house and third-party investment strategies through its Investment Management & Research team.

Joseph Fasano is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Agia and the Abington School District, as well as a decade at The Little Gym of Springhouse. Outside of his advisory work, he is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

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.

Daniel Lex III is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2015. Outside of his advisory role, he owns and operates D&S Cleaning Co., a commercial cleaning business he founded in 2000. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thomas Mcmanus is a CFP®-credentialed financial advisor with Lincoln Investment, based in Horsham, PA. He has 34 years of industry experience, including over three decades with Lincoln Investment Planning, Inc., and concurrent service in the United States Navy’s Naval International division. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. 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, and a range of model portfolio programs, managing assets through a combination of strategic and tactical investment approaches.

Gregory Bender is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Valley Forge Asset Management, LLC, and 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 financial planning and retirement plan advice, managing a variety of model portfolios using both strategic and dynamic investment approaches.

Laura Santelli is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Laura has worked at Citizens Securities since 2015 and also has ongoing roles at NBT Bank and LPL Financial Services since 2009. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program and managed account services, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Richard Gaglianese is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992 and has also been self-employed since 1989. Outside of his advisory work, he serves as board president for both the Abington Police Athletic League and the Abington Township Police Foundation, organizations focused on community and public safety support. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular emphasis on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and retirement plan advisory services, managing a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team.

David Holin is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds a Series 65 credential and has worked at Fuhrman Management Associates since 2016. Outside of his advisory role, he owns Fuhrman Management Associates, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients, offering a decentralized advisory model alongside formal retirement-plan and pension consulting services.

Conor Lydon is a financial advisor at TIAA-CREF in Philadelphia, PA, holding Series 65 and Series 63 registrations with four years of industry experience. He has worked with several firms including MassMutual Greater Philadelphia and myCIO Wealth Partners, LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model or customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

Jackson Allen is a CFP® professional based in Philadelphia, PA, currently with Janney Montgomery Scott. He has one year of experience at Janney and has held prior roles at Diversified, LLC, Kuhn Advisors, Tolleson Wealth Management, and First Citizens Wealth Management. He also spent five years at Campbell University. 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, corporations, and municipal clients, offering a broad range of investment advisory and brokerage services supported by centralized portfolio management and trustee capabilities.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. 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 manages a variety of investment programs using both strategic and tactical approaches overseen by an internal Investment Management & Research team.