Fernando Gonzalez - Citizens, Home Mortgage

Spanning five decades, from its inception in 1968 as one of the original financial planning broker/dealers and into the 21st Century, Capital Analysts Incorporated has had a tradition of excellence and personalized service. The company has set trends in the industry, and pioneered the concepts of multi-tiered asset allocation, proprietary mutual fund research and open architecture asset management programs. CAI has a history of financial strength and stability, and has been so successful in what it does that a recent survey of its financial advisors by an independent consulting firm showed that an overwhelming 96 percent felt the company was meeting or exceeding expectations.

Alberto Gaglianese, AGT - Lincoln Investment Planning is a financial planning firm based in Fort Washington, PA. Specializing in investment strategies and retirement planning, the company offers personalized financial solutions to help clients achieve their long-term goals. With a focus on comprehensive financial analysis and risk management, AGT - Lincoln Investment Planning provides guidance on wealth management and asset allocation. Their team of experienced advisors works closely with individuals and families to develop tailored financial plans that align with their unique needs and objectives. Generated from their business information

Established in 1968, Lincoln Investment Planning is a full-service broker that provides retirement products and services to individuals and employers. It maintains a network of more than 60 branch offices in the United States. The company features fixed- and adjustable-rate annuity assets, mutual funds, stocks, and corporate, government and municipal bonds. It offers life, disability and long-term care insurance options. Lincoln Investment Planning provides asset allocation, risk management, investment selection, communications support, administration and recordkeeping services. In partnership with Pershing, it offers execution and clearance of individual securities transactions. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). It employs a work force of over 600 people.