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.

Richard Brevogel is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his current role, he worked for Remington and Vernick Engineers and served the Township of Willingboro for 20 years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients, with advisory services delivered through independent representatives using a mix of custodians and third-party managers.

Justin Spike is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Corient. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Julian Romeu is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, and Merrill Lynch. Outside of his advisory role, he breeds and sells Japanese Medaka rice fish through online platforms and auctions. Lincoln Investment is a large, enterprise-level advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Sean Sykes is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and National Financial Network. Outside of advising, he serves as an assistant coach for the Methacton High School boys' lacrosse team. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

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.

Amanda Wallace is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at several firms including Penn Mutual Life Insurance Co and Kestra Financial Inc. Outside of her advisory role, Wallace contributes as a freelance writer and editor for Viper Magazine UK, focusing on music-related content. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and third-party managers.

Herbert Huffman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty since 2010, focusing on insurance and annuity sales, including equity-indexed annuities and Medicare supplements. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, periodic rebalancing, and tax efficiency. The firm typically manages accounts on a discretionary basis and integrates portfolio management with affiliated broker-dealer and insurance services.

Jared Tuller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory work, he serves as head coach for True Philly Green 2028 Lacrosse and as an assistant lacrosse coach at CB South High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion to build client portfolios from diverse securities and insurance products.

James Hoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Commonwealth since 2019 and previously held roles at SEI Investments Company and Distribution Company. Outside of his advisory work, he is involved in tax preparation through the Andrew Hoff Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while also offering managed model portfolios and distinct program structures.

Regina Mccann Hess is a CFP® professional with 29 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is also the author of "Superwoman Wealth: How to Become Your Own Superhero" and is involved in divorce services through Dynamic Divorce Solutions. Private Advisor Group serves a diverse client base including individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and a range of investment strategies, often implementing advice via third-party managers and TAMPs.

Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, among other roles. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that also provides placement and investment banking services.

Hinesh Modi is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63, 65, and 66 designations and possessing 27 years of industry experience. He has been with Citizens Securities for 24 years. Modi also serves as trustee of his own revocable trust. 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 digital and managed account advisory programs and functions as a broker-dealer and insurance agency.

Heidi Zirnkilton is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and two years of industry experience. Her prior roles include positions at Zeke Capital Advisors and Northwestern Mutual, as well as academic involvement at the University of Miami. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

Joseph Persichetti is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Investors Bank, and HSBC Bank USA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual 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.

Kyle Maylish is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and SEI Investments. 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 provides both discretionary and non-discretionary solutions, including a digital advisory platform developed with SigFig.

Steven Williams is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside 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.

Christopher Hackley is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked at Commonwealth since 2023 and previously spent over three decades with Securian Financial Services, Inc. and Minnesota Life. Hackley is also the owner of MCKC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Bret Michael Destefano is a financial professional at GWN Securities Inc. with four years of industry experience. He holds the Series 66 designation and has previously been associated with Kades-Margolis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a blend of discretionary portfolio management, model portfolios, and a mix of affiliated and unaffiliated sub-advisers, utilizing both strategic asset allocation and tactical, momentum-based strategies.