Kathleen Barrett is a financial advisor at Lincoln Investment with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at Simone Campbell Tax Consulting LLC, Triangle Tube, Shipt Inc, and Equitable Advisors, 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 employs a range of investment strategies overseen by an Investment Management & Research team and offers both discretionary and non-discretionary programs.

Autumn Katzenmoyer is a Series 66-licensed financial advisor at Principal Financial Services with 12 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Katzenmoyer serves as President of the Rotary Club of Thorndale-Downingtown. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Christine Nealis is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and TD Bank N.A. She is also associated with Anchor Financial, where she is involved in sales and marketing activities related to annuities and life insurance policy monitoring. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, using a combination of affiliated and third-party investment managers within a structured asset allocation framework.

Scott Abernethy is a CFA® charterholder with two years of industry experience. He is currently with TIAA-CREF, where he has worked since 2025 following a prior tenure at Tiaa beginning in 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to a donor-advised fund.

Elizabeth Cook is a financial advisor at GWN Securities Inc. with 15 years of industry experience. She held a prior role at Twinbridge Financial from 2016 to 2025. Outside of her advisory work, she is also involved in life insurance sales through a separate DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and trading/tactical strategies based on market timing and momentum.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. from 2016 to 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory platform managed in partnership with SigFig and a Managed Account program.

Barbara Bauer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Valic Financial Advisors since 2016 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves 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.

Brendan Yospa is a CFP® affiliated with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Permit Capital Advisors, Newday USA, and Morgan Stanley, as well as a decade working with Family Pharmacy of Hampstead. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, incorporating both proprietary quantitative screens and third-party managers.

Robert Schimeneck is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65, 66, and 63 licenses and 19 years of industry experience. His prior roles include positions at Oceanview Life Insurance Company, Key City Capital, J. Alden Associates, and DLP Capital Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

Gabrielle Bruno is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and one year of industry experience. She is also the sole proprietor of Angel Army Associates, LLC, a law firm, and works as a caregiver with Samaritans At Last, LLC. Prior to her current roles, she held positions at Jauregui Law Firm, Robertson Center for Constitutional Law, and Regent University School of Law. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of investment approaches and custodial platforms.

Susan Marino is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Van Eck Associates Corporation and Van Eck Securities Corporation for 11 years before joining Lincoln Investment in 2020. 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 tactical investment approaches overseen by its Investment Management & Research team.

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Arthur Taxin is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He has been with Brookstone since 2013. Outside of his advisory role, he is involved in a legal services business unrelated to investments. 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, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and managed account services.

Nicholas Pierson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and two years of industry experience. His prior roles include positions at Cetera, Diamond State Financial Group, and Rowan University, among others. Outside of finance, he has been involved with the Gloucester Township Recreation Department. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management and financial planning support.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at several firms, including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, Shigon is involved in life insurance brokerage through his positions with 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services via third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Andrew Nehrbas is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. He holds a Series 63 designation and has 50 years of industry experience, including over 16 years with Janney. He serves as a board member of the Crescent Homeowners Association in Wilson, WY, where he assists in maintaining common area trails and streams. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Robert Lutz Jr. is a financial advisor with Commonwealth Financial Network in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Financial Network and INVEST Financial Corp. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. 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 back-office services. The firm offers discretionary model portfolios, customized investment solutions, and a platform with extensive operational and compliance support.

Jill Dreibelbis is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Jill has worked within the Bankers Life family of companies since 2012 and is also an insurance agent providing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios according to client goals and risk tolerances.

Stephen Mc Entee is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His work history includes roles at Capital Analysts, Milestone Wealth Management, and Lincoln Investment since 2022. 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 employs both strategic and dynamic investment approaches, managing about $22.9 billion in advisory assets as of December 31, 2025.

Geoffrey Franklin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at Mercer since 2019 and previously worked at firms including J.P. Morgan Securities Inc. and The Prudential Insurance Company of America. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.