Aized Gill is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience, including 11 years at his current firm. He holds the Series 63 and Series 65 designations. Gill serves as a board member of Friends of PEB, where he contributes to decisions on allocating funds to nonprofit projects overseas. 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 a digital advisory program using proprietary algorithms as well as a managed account program, and it is wholly owned by Citizens Bank, N.A.

Daniel Moore is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and related entities since 2017, as well as at PNC Investments LLC and PNC Bank from 2012 to 2017. Outside of his advisory role, Moore has participated as a bartender for fundraiser events with the Knights of Columbus nonprofit organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jacelyn Gofus is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Janney Montgomery Scott since 1999. 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 a range of brokerage, financial planning, consulting, and advisory services.

Minh Lu is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and TIAA-CREF. Outside of finance, he is involved with Phillytings, LLC, a clothing apparel business where he is a signer and owner. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using proprietary algorithms alongside managed account options and operates as both a broker-dealer and insurance agency.

Arielle Jones is a Series 66 licensed advisor with Citizens Securities, Inc. in Conshohocken, PA. She has one year of experience at Citizens Securities and previously worked at Citizens Bank for three years, along with roles in various other industries including telecommunications and retail. Citizens Securities serves a diverse retail client base with both advisory programs and brokerage and insurance services. The firm offers a digital advisory program with ETF-based portfolios, as well as managed accounts, and operates as a broker-dealer and insurance agency.

Michael Nelligan is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Outside of his advisory role, he serves as trustee for the grandchildren of his late uncle. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, consulting, portfolio management, and utilizes an in-house Investment Management & Research team alongside third-party managers to support a range of client investment strategies.

Joseph Di Criscio Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wealth CMT and Lincoln Financial Advisors Corporation and has been affiliated with Temple University since 2018. Lincoln Investment Planning, LLC is a large enterprise investment 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 develops strategic model portfolios and adaptive investment strategies.

Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she works as a server for a catering company specializing in weddings and corporate events. Lincoln Investment Planning, LLC is a large enterprise 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 advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Jonathan Holin is a Series 65-licensed advisor with Independent Financial Partners, based in Fort Washington, PA. He has seven years of experience at Fuhrman Management Associates and four years at Simon & Simon, PC. Holin joined Independent Financial Partners in 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with multiple investment options and is notable for its retirement-plan advisory and pension consulting services.

Karl Hanson is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been affiliated with Bankers Life Securities Inc. and Bankers Life & Casualty since 2017 and 2004, respectively. In addition to his advisory role, Hanson is an insurance agent for Bankers Life and Casualty, licensed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analyses to develop tailored asset allocations and ongoing portfolio management that align with clients' goals, risk tolerances, and time horizons.

Michael Quinn is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent six years at myCIO Wealth Partners, LLC. Outside of his advisory role, he is a capital partner involved in rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that incorporates AI-enabled tools.

Mark Goldstein is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He previously worked at MSI Financial Services, Inc. before joining Private Advisor Group and LPL Financial in 2014. Outside of advising, he is involved in an insurance brokerage offering health insurance through Goldmark Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model. The firm provides portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and third-party managers.

Austin Hoggan is a CFP® with 15 years of industry experience and currently serves as an advisor at Corient. He has worked at several firms, including Radnor Financial Advisors and MyCIO WEALTH PARTNERS, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and applies risk management tools to align portfolios with client objectives.

John Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Principal Life Insurance Company, Financial Advisors of Delaware Valley, and Principal Securities Inc. He serves as president of the Bryn Mawr Rotary Club, a community organization focused on service and membership growth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Bryan Blades is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Corient in Wayne, PA, where he has worked since 2022. Prior to joining Corient, he spent nine years at Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and also owns VAN Consulting Inc, where he provides personal financial tax planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Stephen Manzo is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Manzo has worked at Lincoln Investment since 2016 and also maintains ongoing roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through various model portfolios, and advisor-led consulting, supported by an internal Investment Management & Research team.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

Paul Coleman is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2005 and concurrently affiliated with Citizens Bank since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Scott Parry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has also been associated with Integrity Wealth Management LLC and LPL Financial for over a decade. Outside of advisory activities, Parry is a partner in GMI Digital LLC, a business focused on art curation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering proprietary and third-party managed account solutions that utilize a range of investment strategies and technology platforms.