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.

Matthew Witter is a CFP®, ChFC®, and Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022, following prior roles at SFG Investment Advisors, Sharp Financial Services, The Sharp Financial Group, and H.D. Vest Advisory Services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated legal, accounting, and trust services.

Caio Azevedo is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at NewSpring Capital, Curo Wealth Management, Citigroup, Wharton School, and FS Investments. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Gwendolyn Saunders is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., where she has worked since 2024. Prior to joining Sanctuary, she spent 10 years at Morgan Stanley Smith Barney LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm delivers advice through a network of over 400 independent investment adviser representatives who develop their own strategies under firm supervision, offering portfolio management, financial planning, and retirement plan consulting services.

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 Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors DBA Tristate Financial Advisors, and the School District of Philadelphia. 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, featuring both digital and managed account solutions.

Dylan Smith is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Citizens Securities, he worked at Fidelity Investments for three years and held positions at AlphaView Wealth Advisors and Putnam Investments. 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 provides a digital advisory program and managed account services, operating as both 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.

Thomas McGraw is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Marshall Financial Group, GB Logistics, and The Vanguard Group. Outside of his advisory work, he is also a resident DJ at restaurants and clubs in Philadelphia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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 and no prior industry experience. His work history includes positions outside the financial industry, including roles at Denver Public Schools, Sapling Inc., and City Squash. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through in-house and third-party portfolio management.

Jacqueline Banister is a financial advisor at Lincoln Investment with 20 years of industry experience. She holds a Series 66 designation and previously worked at GWN Securities Inc., New England Securities, and Morgan Stanley. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers a variety of financial planning and portfolio management services, supported by an in-house Investment Management & Research team and a model portfolio approach.

Paul Burian Jr. is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. Prior to joining Savant, he worked at Analysis Prime and BNY Mellon. Outside of his advisory role, he holds a real estate agent license with Compass. Savant Wealth Management serves high-net-worth individuals, families, and institutions with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust 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.

Matthew Mulholland is a financial advisor at TIAA-CREF with CFP®, CFA®, and Series 65 designations and two years of industry experience. His prior work includes positions at Mercatus, Glenmede, Hotaling Investment Management, and Managed Account Advisors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management, uses model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

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, an LNG manufacturing company in Massachusetts, and is a member of the pension board for Lower Merion Police and Public Employee Pension Plan. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with both firms since 2011. Outside of his advisory work, Corio serves on the executive board for the Coaches vs. Cancer Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

Michael Patitucci is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981 and holds the Series 63 designation. 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 a range of brokerage services, financial planning, and advisory programs.

Jeffrey Harvey is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He has worked with Merrill, Bank of America, and Rockefeller Capital Management. Outside of finance, he is a co-producer on "On the Road to Damascus," a three-season mini-series about the Apostle Paul and the Book of Acts. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.