Wade Hartz is a financial advisor with Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Delaware Valley Advisors. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services.

Steven Auerfeld is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment strategies.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Citizens Securities since 2002. 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 provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

Jennifer Karaczun is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including prior roles at Next Financial Group, INC and Agia. Outside of advising, she is the owner of an authoring and publishing business, Bountiful Plan LLC, and serves on the advisory board of the MCVTS Finance Academy as well as the board of the Battleground Historical Society. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with options for tax and ESG overlays.

Wayne Jones is a financial advisor at TD Private Client Wealth LLC with 12 years of experience. He holds Series 66 and Series 63 licenses and has worked at firms including Citizens Securities, Clarfeld Financial Advisors, and PNC Investments. 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 TDIS clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Brittany Allenson is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she worked at Target and Reith Communications. In addition to advising, she serves as a Unit Field Trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and regularly reviews client portfolios.

John Kirsch Jr. is a financial advisor with Janney Montgomery Scott in Mt. Laurel, NJ. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 17 years with Janney Montgomery Scott. 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, offering brokerage services, financial planning, consulting, and a variety of advisory programs with a combination of in-house and third-party portfolio management.

Kathryn Clearwater is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has worked in both staffing and retail prior to joining Janney. Janney Montgomery Scott 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 a range of brokerage, financial planning, and advisory services.

Alexander Bezugly is a financial advisor with Citizens Securities, Inc. in Jenkintown, PA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One Investing. He is also involved with Zoogs Holding LLC, a personal non-investment business entity. 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 features a digital advisory program using proprietary algorithms for ETF portfolios as well as traditional managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Noam Zilberstein is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has previously worked at Willis Towers Watson and Hays Companies (now Brown & Brown). Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Clark Stossel is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management from 2013 to 2017. Stossel has been with Independent Financial Partners since 2017. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, and is noted for its retirement-plan advisory and pension consulting services.

Inga Bekareva is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Citigroup and JPMorgan Chase Bank. Outside of her advisory role, she manages a limited short-term rental through Airbnb at her primary residence. 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 features both a digital advisory platform and managed account programs and operates as a broker-dealer and insurance agency.

Dmitriy Hazan is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Citibank. Outside of his advisory work, he tutors students in academic subjects and test preparation and serves as a board member for the UJA Federation, a charitable organization focused on community support and fundraising. Citizens Securities serves a wide retail client base ranging from individual investors to high-net-worth clients, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios, alongside commission-based brokerage and other non-discretionary businesses.

Michael Jevic is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has prior work experience at Power Home Remodeling Group, 7th Level Mortgage, Eastern Regional High School, Univers Workplace Solutions, and Montclair State University. 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, utilizing strategic and tactical asset allocation along with various investment vehicles to construct client solutions.

Jackson Davey is a Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Jonathan Turner is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His previous roles include positions at Valic Financial Advisors, AGIA, The Vanguard Group, and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms and client risk profiling to recommend ETF-based portfolios.

Timothy Hague is a financial advisor with Centaurus Financial, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Centaurus Financial, Spivak Financial Group, and U.S. Allianz Securities Inc. Outside of his advisory work, Hague is involved in charitable fundraising for Phoenix Children's Hospital and owns several business entities related to insurance sales and real estate development. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions. The firm offers financial planning, portfolio management, and specialized retirement-plan consulting, employing a range of investment analysis techniques and both discretionary and non-discretionary management approaches.

Michael Hennessy is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has five years of industry experience, including roles at Cumby, Spencer & Associates Financial Group and Nylife Securities LLC. Outside of advisory work, he operated under the DBA Cumby, Spencer & Associates Financial Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.