Donald Szewczyk is a Certified Financial Planner (CFP®) with 21 years of industry experience, all spent at Lincoln Investment Planning, Inc. since 2005. He is based in Fort Washington, PA and holds the Series 66 designation. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a longstanding emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management solutions, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

John Kugel is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Trinity Solar, Arrow Investment Advisors, and Quasar Distributors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and manager-supported investment recommendations.

Tony Logan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes positions at The Vanguard Group, Casey Securities, and Siemens Corporation. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and investment services, delivering advice primarily through non-discretionary recommendation-based relationships across multiple program structures.

Scott Walsh is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, Fisher Investments, and Empower Advisory Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

George Schwartz Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Oppenheimer since 2013 and previously at Citigroup Global Markets for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with both discretionary and non-discretionary investment management programs.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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 supported by both in-house and third-party portfolio management.

Victoria Anglace is a financial advisor at Janney Montgomery Scott with the Series 66 designation and has been in the industry since 2025. She began her career at Janney Montgomery Scott after completing ten years as a student. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Jeffrey Miller Jr. is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has seven years of industry experience. Miller also serves as a sales manager and registered representative at Kades-Margolis, where he recruits, trains, and develops new advisors. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including traditional and active strategies.

Kevin Neiley is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. His prior roles include positions at Foundations Financial Partners, Securain Financial Services Inc, and Minnesota Life Insurance Co. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and back-office support. The firm offers various investment and wealth management solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Dominic Triglia is a financial advisor with Janney Montgomery Scott LLC based in Philadelphia, PA. He holds a Series 66 credential and has two years of industry experience. Prior to joining Janney, Dominic held roles at Equitable Advisors, Pruco Securities, and Prudential Financial Services, and has experience working at The Home Depot and in education at Temple University and The Academy at Palumbo. 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, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Christopher Higgins is a CFP® professional with over 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2009. Outside of his advisory role, he is a partner in a local real estate venture focused on purchasing, renovating, and selling properties. Private Advisor Group, LLC manages more than $41 billion for over 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.

Christopher Csencsits is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Janney Montgomery Scott in Philadelphia, having also held roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and Equitable Advisors. Outside of financial advising, he has been involved with a professional baseball organization since 2024. 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, delivering investment advice through a combination of in-house and third-party portfolio management across various advisory programs.

Matthew Biffen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth and operates Biffen Wealth Management since 2010. Outside of his advisory work, he serves as a firefighter and paramedic with the Rocky Run Fire Company. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers platform support in operations, trading, technology, and compliance, while its Investment Management and Research team manages discretionary PPS Select model portfolios.

Kurt Hayn is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2005, currently serving as a Unit Sales Supervisor involved in recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and the use of multiple analytical approaches for security selection and portfolio management.

German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Nicholas Stumpo is a financial advisor with Hightower Advisors, holding the CFP® and Series 63 credentials and bringing 14 years of industry experience. Prior to joining Hightower in 2023, he spent nine years at THE Vanguard Group, Inc. He is also active as a performer and artist outside of his advisory role. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a broad range of investment options.

Bryan Kee is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Capital Analysts and Registered Representative positions since 2022, as well as employment at UPS and Drexel University. 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 retirement solutions, utilizing both strategic and tactical investment approaches, and manages approximately $22.9 billion in advisory assets.

Samuel Pemberton is a CFP® professional with 14 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at LPL Financial, The Vanguard Group, Inc., and Citrin Cooperman Wealth Management, LP. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers across its portfolio offerings and employs a managed account platform that includes strategic and tactical asset allocation.

Shurdonna Joseph is a CFP® professional with 17 years of industry experience, currently advising clients at Janney Montgomery Scott. She previously worked at The Vanguard Group, Inc. for nine years before joining Janney Montgomery Scott in 2017. Outside of her advisory role, she serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and civic engagement organizations. 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, and institutional clients, offering a range of financial planning, brokerage, and advisory services supported by both in-house and third-party portfolio management.

Thomas Simons is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 29 years of industry experience. He has been with Hornor, Townsend & Kent and its related entity HTK since 1995. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.