Jessica Landis is a CFP®-certified financial advisor with 16 years of industry experience. She has been with Janney Montgomery Scott since 2016, currently serving at the firm’s Philadelphia office. 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, and institutions, delivering investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Jesse Chau is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Citizens Securities, he held roles at Glanzmann Subaru and Mainstreet Inn. 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, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

George Mackenzie IV is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2021, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Brian Fairchild is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities and Citizens Bank since 2023, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program, managed account services, and commission-based brokerage.

Brandon Lorenz is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at PCS Retirement LLC, Empower Financial Services, Bank of America, and Merrill. 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, including a digital advisory program managed in partnership with SigFig, as well as brokerage and insurance services.

Daniel Seiden is a CFP® with 11 years of industry experience, currently serving at Citizens Securities, Inc. since 2018. Prior to his current role, he worked at Citizens Bank from 2011 to 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering a range of investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Bradford Winton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets since 2012. Outside of his advisory role, he participates as a mentor in the University of Delaware's Lerner Executive Mentoring Program, working with undergraduate students. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Joseph Sinchi is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2022. His prior experience includes roles at CitiGroup and J.P. Morgan Securities. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform and a Managed Account program and is fully owned by Citizens Bank, N.A.

Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Lane Hipple Wealth Management Group and Cetera. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment research and an open-architecture selection process, offering specialized services for clients with complex needs.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ronald Wall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining Stratos Wealth Partners in 2024, he worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2024. He is also active as an insurance agent involved in the sale and service of fixed insurance products and life insurance annuities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, employing an open-architecture investment approach that integrates various external platforms and third-party managers.

Brian Hillsberg is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 66 and Series 63 licenses and with 17 years of industry experience. His prior roles include positions at Certior Financial - Kantor Financial Group, Andrew Garrett, Inc, Cordasco Financial Network, Inc., and Hartford Investment Financial Services, LLC. 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, brokerage, and insurance services, including a digital advisory program utilizing proprietary algorithms and a Managed Account program.

Christina Tajc is a financial advisor at Valic Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at American Portfolios Financial Services, Inc., OSAIC, and Hart Agency. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia and serves as a notary public. 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, using Envestnet UMA models and providing optional tax and ESG overlay services.

Giana D'alessandro is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Prior to her advisory career, she was employed at Monmouth University for five years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and models to provide personalized portfolio construction and ongoing oversight.

Anthony Midili Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. 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 offers a range of brokerage, financial planning, and advisory services.

Albert Digiacomo is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding the CFA® charter and Series 66 license with nine years of industry experience. He has spent his entire advisory career at Janney Montgomery Scott, joining the firm in 2015. 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 plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs through both in-house and third-party portfolio management.

Thomas Gallagher is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at The Aranda Group and Oppenheimer & Co. Inc. Outside of his advisory work, he operates Pineneedle LLC, a retail and online arbitrage business specializing in media entertainment and electronics. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.

William Curran is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds a Series 65 credential and has previously worked at Permit Capital Advisors, LLC and Hirtle Callaghan & Co. Mr. Curran serves as a trustee for a charitable remainder unit trust and is a managing member or authorized principal in several unregistered funds, maintaining profit interests in these entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio strategies.

Matt Heintz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs through approved model strategies.

Anthony De Gerolamo is a CFP® professional with 32 years of industry experience currently affiliated with Equity Services, Inc. He has held positions at firms including National Life Group, Allstate Insurance Co, and LPL Financial. He also owns and operates DeGerolamo Financial Strategies. De Gerolamo serves on the membership committee of Riverton Country Club. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.