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 the Series 63 and Series 65 designations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Alexander Vitek is a financial advisor at Janney Montgomery Scott with a Series 66 designation. He has been with Janney since 2024 and has prior experience in various roles outside the financial industry, including work with Sapling Inc., Denver Public Schools, and City Squash. 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party management.

Matthew Purzycki is a CFP® with 32 years of experience in the financial industry. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2002. Outside of his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and wholly owned by The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, utilizing both proprietary and third-party strategies.

Desiree Reil is a financial advisor with Transamerica Retirement Advisors, LLC and holds Series 63 and Series 65 licenses. She has 29 years of industry experience, including prior roles at Raymond James & Associates and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education programs that emphasize asset allocation, contribution rates, and retirement timing. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with over 212,000 clients and 301 advisors.

Austin Drake is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc. Outside of his advisory role, he is involved with Porco's Porchetteria. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Patrick Heller is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, CUNA Mutual Group, and Equitable Advisors. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

James Catanese is a financial advisor with Commonwealth Financial Network in Springfield, PA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Commonwealth since 2000. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a platform that supports advisors with operations, trading, technology, investment management, compliance, and practice management.

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.

Martin Labowicz is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill Lynch. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Jeffrey Harvey is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Merrill and Bank of America. Outside of finance, he is a co-producer of a three-season mini-series on the Apostle Paul and the Book of Acts for a veteran Christian film producer. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer with a comprehensive platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Rodney Nicholson is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with The Vanguard Group, Public Partnerships, TIAA, and PNC Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Charles Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Winifred Robinson is a financial advisor at Janney Montgomery Scott with 42 years of industry experience, including 36 years at her current firm. She holds the Series 63 and Series 65 designations. 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, providing brokerage services, financial planning, and advisory programs supported by a mix of in-house and third-party portfolio management.

Jerrin Palathinkal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with World Financial Group, Inc. since 2012. Outside of advising, he owns Palathinkal Services, a tax-related business. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mark Madvedoff is a CFP® and holds a Series 63 license with 44 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Dimitri Koutsiaftis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Benchmark Investments LLC and NewBridge Securities Corporation. 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 uses proprietary algorithms to recommend ETF-based portfolios.

Kirsten Olsen is a financial advisor at William Blair with 12 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining William Blair in 2024, she worked at Dalkeith Group, LLC, The Rondout Group, and also operates Springbank Advisory LLC, a consulting business. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Michael Swallow is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 24 years of industry experience. His prior roles include positions at BB&T Securities and LPL Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and AI-enabled research tools.

Robert Halligan is a ChFC® with 43 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 1988 and maintains a long-standing relationship with Penn Mutual Life Insurance Company dating back to 1979. Outside of his advisory role, he owns and operates Halligan Financial Partners, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Heather Robb is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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, financial planning, consulting, and various advisory programs.

Christopher Pellegrino is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as CCO Investment Services and Citizens 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’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating also as a broker-dealer and insurance agency.