Michael Nolan is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he serves as a membership screener for Aronimink Golf Club in Newtown Square, PA. 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, and advisory services through a combination of in-house and third-party portfolio management.

Randal Buettner is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with 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 management services, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Grant Wenger is a ChFC® credentialed financial advisor with 42 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has previously worked at Penn Mutual Life Insurance, Securian Financial Services, and several other firms. Wenger is also the proprietor of IFA Benefits, LLC, a multi-line insurance brokerage focusing on group insurance and life, accident, health, and annuity accounts. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing roughly $8.37 billion in discretionary assets as of late 2025 through a platform that combines third-party asset managers with tailored client strategies.

Alexandra Donker is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Jillease Hazzard is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill for 15 years. Hazzard is currently affiliated with Rock & Co LLC alongside her role at Rockefeller Financial. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating uniquely as a registered broker-dealer that also offers placement and investment banking services.

Khalif Mink is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, J.P. Morgan Securities, Fidelity Brokerage Services, and JPMorgan Chase Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing TIAA-administered retirement plan relationships. The firm also provides referrals to affiliated services and acts as investment adviser to the TIAA Donor Advised Fund.

Charles Lees is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has previous experience at Citizens Bank (Investor Bank Legacy), Valley Bank, and Movement Mortgage. 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 that utilizes proprietary algorithms for ETF-based portfolios.

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.

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. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JP Morgan in various roles. Outside of finance, she owns Soyini Inc., a production company focused on producing, writing, and acting, and also operates Simply Blended Cupcakes, a home-based cupcake business. 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 provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency.

Roger Caceres is a financial advisor with Citizens Securities, Inc. and holds the Series 66 designation. He has two years of industry experience, including prior roles at Bank of America and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed accounts, operating as both a broker-dealer and insurance agency.

Rosemary Sobrinski is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Before entering financial services, she held roles with the School District of Philadelphia and Rollins College. 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Dylan Smith is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He previously worked at Fidelity Investments and AlphaView Wealth Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage and insurance services. The firm’s advisory programs include a digital platform using proprietary algorithms for ETF portfolios and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Mohammed Zubairu is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Hoopoe Capital Markets, Santander Securities, and Navy Federal, alongside active service in the U.S. Navy Reserve since 2014, where he performs aircraft maintenance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

Sayke Reilley is a financial advisor at Oppenheimer with 28 years of industry experience. He has held Series 63, 65, and 66 licenses and has been with Oppenheimer since 2015. Outside of his advisory role, he is involved in local community affairs in Mount Holly, NJ, including serving in an urban economic zone capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm combines strategic and tactical asset allocation with various fee structures and manages approximately $36.7 billion in assets as of the end of 2025.

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.

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.