Charles Lees is a Series 66-credentialed financial advisor with one year of industry experience. He is currently with Citizens Securities, Inc. and has prior experience working at Citizens Bank, Valley Bank, and Movement Mortgage. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program with ETF-based portfolios and a managed account program, operating as both a broker-dealer and insurance agency.

Norman Wilde III is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firms since 1990. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Marc Panaro is a financial advisor with Lincoln Investment, holding CFP® and multiple securities licenses, and has 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. 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 a range of financial planning and investment programs, using a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Michael Gonzalez is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Beacon Pointe Advisors, LLC in various roles since 2020 and previously held positions at SEI Investments Management Corporation. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private markets.

Ashaki Caquias is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities, Caquias held positions at Fidelity Investments and JP Morgan Chase. Outside of finance, Caquias owns a production company, Soyini Inc., and operates an at-home cupcake business, Simply Blended Cupcakes. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Matthew Witter is a CFP®, ChFC®, and Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022, following prior roles at SFG Investment Advisors, Sharp Financial Services, The Sharp Financial Group, and H.D. Vest Advisory Services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated legal, accounting, and trust services.

Roger Caceres is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Conshohocken, PA, with two years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wilmington Savings Fund Society, as well as teaching at DeVry - Keller School of Business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Rosemary Sobrinski is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2023, with prior experience at Trinity Wealth Securities, LLC and Florida Financial Advisors. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Dylan Smith is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at Fidelity Investments and AlphaView Wealth Advisors. Citizens Securities serves retail clients, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, with operations integrated within its broker-dealer and insurance activities.

Mohammed Zubairu is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hoopoe Capital Markets, LLC, Hoopoe Advisors, Santander Securities, and Navy Federal Brokerage Services. He is also a service member in the US Navy Reserve, performing aircraft maintenance. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and managed accounts while operating as a broker-dealer and insurance agency.

Thomas McGraw is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Marshall Financial Group, GB Logistics, and The Vanguard Group. Outside of his advisory work, he is also a resident DJ at restaurants and clubs in Philadelphia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

William Keller is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He has been with Citizens Securities since 2002 and holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jacqueline Banister is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and bringing 20 years of industry experience. She worked at GWN Securities Inc. for 13 years before joining Lincoln Investment in 2021. 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, ERISA retirement plan advice, and manages a range of model portfolios and wrap programs through both discretionary and non-discretionary strategies.

Paul Burian Jr. is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. Prior to joining Savant, he worked at Analysis Prime and BNY Mellon. Outside of his advisory role, he holds a real estate agent license with Compass. Savant Wealth Management serves high-net-worth individuals, families, and institutions with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust services.

Patrick Heller is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at firms including LPL Financial, CUNA Mutual Group, Equitable Advisors, and Santander Bank. 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 operates both a Managed Account program and a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and client risk profiles.

Matthew Mulholland is a financial advisor at TIAA-CREF with CFP®, CFA®, and Series 65 designations and two years of industry experience. His prior work includes positions at Mercatus, Glenmede, Hotaling Investment Management, and Managed Account Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management, uses model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Matthew Taylor is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Permit Capital Advisors for six years. Taylor serves as an unpaid board member of Northeast Energy Center and is involved as a managing member or authorized principal in several unregistered investment funds related to energy and community impact. He also serves on the pension board of the Lower Merion Police and Public Employee Pension Plan without compensation. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation and manager selection, incorporating proprietary quantitative screens and private-market investment offerings as part of its comprehensive service approach.

Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. Janney Montgomery Scott LLC is a large 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Patitucci is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981 and holds the Series 63 designation. 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 a range of brokerage services, financial planning, and advisory programs.

Jeffrey Harvey is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Rockefeller Financial in 2020 and Rockefeller Capital Management in 2025. Outside of finance, he is co-producing a three-season mini-series on the Apostle Paul and the Book of Acts. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.