Kristen Donato is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley Smith Barney LLC and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking.

Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Lincoln Investment Planning since 2013. He serves as a board member for the Erie County Redevelopment Authority, where he participates in voting on low-interest loan recommendations for businesses and nonprofits. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

Steve Kach is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and Corporate Secretary/Treasurer for A Church of Living Hope, where he participates in board meetings, chairs the finance committee, and manages financial oversight responsibilities. 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, ERISA retirement plan advice, and a range of investment programs overseen by an Investment Management & Research team that utilizes both strategic and tactical approaches.

Kenneth Liddy is a financial advisor at Oppenheimer with 36 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Oppenheimer in 2017. He holds Series 63 and Series 65 credentials. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services, employing strategic and tactical asset allocation along with a variety of investment strategies tailored to client objectives.

Eric Rhoads is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at firms including Lincoln Financial Distributors and State Farm Insurance prior to joining Hornor, Townsend & Kent in 2018. Outside of his advisory role, he has worked part-time in retail stocking shelves at a grocery store. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary management.

Geraldine Raymond is a CFP®-certified financial advisor with 26 years of industry experience. She is currently affiliated with Commonwealth Financial Network and KBC Financial Services, Inc., having previously worked at Blackrock Investments, Inc., Merrill Lynch, and Princeton Funds Distributor, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, and compliance support to affiliated advisors.

Christopher Surrichio is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Lincoln Investment since 2012 and has also been associated with Capital Analysts Incorporated since 2002. He is based in Fort Washington, PA. 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 advisory programs using both in-house and third-party strategies overseen by an Investment Management & Research team.

Sebastiano Mancarella is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Lincoln Investment Planning since 2014. 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 advisory programs using both strategic and tactical investment approaches.

Raymond Schmalz is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017. 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, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches.

Robert Miller is a ChFC®-designated financial advisor at Lincoln Investment with 42 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-term role at Capital Analysts Incorporated starting in 2001. Outside of his advisory work, Miller serves on several nonprofit committees, including roles with the Jewish Federation of Greater Philadelphia, Congregation Beth Or’s Endowment Committee, and Boys Town Jerusalem. 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 a range of financial planning and investment management services that combine strategic and tactical approaches supported by an Investment Management & Research team.

Alan Puklin is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at Capital Analysts, Ameriprise, Oppenheimer, and Morse Asset Management. 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 a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches and managing approximately $22.9 billion in advisory assets.

Karen Rossi is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2018. Rossi is also active outside her advisory role as an agent in life insurance brokerage and serves as an elected officer on her homeowners association board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options through a mix of in-house advice and third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Michael Koerick is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently an advisor at Lincoln Investment and previously worked with 3Step Sports LLC in sports videography sales. Outside of his advisory role, he has experience as a sales representative in sports videography during events. 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 managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an in-house research team.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, 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, operating alongside its broker-dealer and insurance activities.

Christopher Shank is a financial advisor with Lincoln Investment, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining Lincoln Investment, he worked at Phillips Financial Services, where he also served as a bookkeeper and agent assistant. Shank’s background includes several years as a student before entering the financial services industry. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment solutions, employing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current position since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various equity and fixed-income strategies.

Justin Kovac is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 credential and four years of industry experience. He has worked at Ernst and Young LLP and is a partner at ATI Financial Services LLC, where he is involved in accounting, tax, and payroll services with limited power of attorney for IRS representation. 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 various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Marissa Wood is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and six years of industry experience. She has worked at Brookstone since 2019 and also serves as a bookkeeper for the Law Offices of John Dooley. Brookstone Capital Management is an SEC-registered adviser providing 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, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with Series 66 credentials. He joined the firm in 2024 and has prior experience in educational roles at West Chester University, the University of Scranton, Lansdale Catholic High School, and Mater Dei Catholic School. 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 operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.