Michael Sharp is a financial advisor with Private Advisor Group, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. He has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions, using a fiduciary advisory model that incorporates third-party managers and advanced technology platforms.

Kelly Ochotny is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2000 and has been affiliated with Temple University since 1999. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

John Torrence is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Masso Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs Modern Portfolio Theory in its investment approach, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, fixed income, and independent managers.

Andrew Condon is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan and Barclays. He served in the Pennsylvania Army National Guard from 2021 to 2022. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party management.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm delivers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Robert Orbin Jr. is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Mauch Chunk Trust Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs and brokerage and insurance services, including a digital advisory program and managed account solutions.

Keith Thibodeau is a financial advisor with First Command Advisory Services holding a Series 66 designation and eight years of industry experience. His background includes five years of service in the U.S. Army and continuous roles within the First Command organizations since 2018. Outside of his advisory work, he is the owner of Owl Family Finance LLC, an investment-related business. 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 provides financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers chosen by a centralized Investment Management Team.

Warren Leeds IV is a financial advisor with Lincoln Investment in Marlton, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. Leeds also supports financial professionals as a sales assistant at Natale & Harriett Wealth Management. Lincoln Investment Planning, LLC is a large 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 using model portfolios and third-party managers, and serves a significant number of educators and participants in 403(b) and 457(b) programs.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

John Haggerty is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 credential and formerly served 21 years in the United States Air Force. Haggerty is a house committee member of the American Legion Post 294, where he participates in building maintenance and member disciplinary activities. 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 provides financial planning and multiple wrap-fee asset management programs managed by centralized investment teams using prescreened third-party managers.

Scott Wood is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., where he has worked since 2022. He has three years of industry experience and previously held roles at CNO Financial Group, Robert Half, and American Income Life Insurance Company. Outside of advising, he works as a TaskRabbit tasker, assisting with local labor tasks such as moving and furniture assembly. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and uses a combination of fundamental, technical, and cyclical analysis in its investment approach.

Fang Yu Lin is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for HSBC Securities (USA) Inc. for 10 years before joining Citizens Securities in 2022. 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 solutions include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ricardo Reyes is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, Merrill, and National Securities Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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 discretionary portfolio management and tax-loss harvesting features.

Eric Kuester is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, LLC, and Guardian Life Insurance Company. Kuester is also a general partner in High Street Ventures, LLC, a business managing rental properties. 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 programs and broker‑dealer services, managing over $8 billion in discretionary assets and providing tailored investment strategies through a network of advisers and third‑party asset managers.

Brendan Knapp is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and RenaissanceRe. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Myshaina Kehinde is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*TRADE, and The Vanguard Group. Outside of her advisory role, she serves as an event coordinator officer for The Intersection Social Club, organizing networking events in the Philadelphia area. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Tyler Somodi is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Tiaa, Litmus, and Rocket Mortgage. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Sefa Gunay is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Wells Fargo. Outside of financial services, he works as a Lyft driver. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning and portfolio management through advisor-led and firm-managed strategies. The firm employs a dedicated Investment Management & Research team to develop strategic model portfolios and provide tailored investment solutions.