Daniel Seiden is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2018. Prior to this, he worked at Citizens Bank from 2011 to 2018. Citizens Securities, Inc. serves a broad 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.

Nicole Serio is a financial advisor at Hightower Advisors with four years of industry experience. She holds the Series 65 and Series 66 designations. Prior to joining Hightower Advisors, she held several roles at Saint Joseph’s University and the Packanack Lake Community Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing affiliated and third-party managers and offers a variety of investment vehicles and portfolio management solutions.

Tracey Stefanisko is a financial advisor at &Partners with 23 years of industry experience. She holds Series 63 and Series 66 credentials. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Roster Financial, and Questar Capital Corporation. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, employing a mix of proprietary models and third-party manager solutions through the Envestnet platform.

Jason Bentley is a CFP® with seven years of industry experience, currently an advisor at Janney Montgomery Scott since 2019. Prior to joining Janney, he worked at Delaware Technical Community College for ten years. He is involved in community service through membership in the Lewes Rehoboth Rotary Club and volunteer and board roles with The Bridge and The Bridge of Hope in Milford, Delaware. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Dale Morra is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing five years of industry experience. He has worked within TD Bank and its affiliated entities since 2012. Outside of his advisory role, Morra volunteers as a certified lifeguard at the YMCA Rocky Run. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation using both affiliated and third-party managers, offering comprehensive portfolio management and financial planning support.

Jonathan Sepe is a financial advisor at Mariner with a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and National Financial Network. Outside of finance, he has worked at The Golf Club at Middle Bay and Cabrini University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax and accounting integration as well as financial wellness solutions.

Michael Kernicky is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Janney Montgomery Scott since 2018. His prior roles include positions at Bank of America and Merrill. 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.

Joseph Sinchi is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CitiGroup and J.P. Morgan Securities. Sinchi is based in Fort Lauderdale, FL. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, operating as both a broker-dealer and insurance agency.

Ryan Brim is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Charles Schwab Bank, Caneel Group LLC, A2C Mortgage LLC, and Wells Fargo Home Mortgage. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees or exercise discretionary trading authority.

Ronald Wall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining Stratos Wealth Partners in 2024, he worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2024. He is also active as an insurance agent involved in the sale and service of fixed insurance products and life insurance annuities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, employing an open-architecture investment approach that integrates various external platforms and third-party managers.

Carlos Gonzalez is a financial advisor with Sequoia Financial Group, L.L.C., holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Morgan Stanley and SG Americas Securities. Outside of his advisory work, he is the sole proprietor and partner of KCG Capital LLC, a real estate business based in Dallas, TX. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kevin Wager is a CFP®-designated financial advisor at Hightower Advisors with 11 years of industry experience. His career includes roles at The Vanguard Group, Inc., The Haverford Trust Company, and Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm emphasizes a multi-manager investment approach utilizing both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational features.

Brian Hillsberg is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 66 and Series 63 credentials and 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, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program partnered with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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.

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.

Matthew Lagoy is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has held roles at Janney since 2017 and previously worked at Bank of America and Merrill. He serves on the board of the West Chester Area Education Foundation, which focuses on providing educational opportunities to the West Chester, PA school district. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of advisory and brokerage services supported by both in-house and third-party portfolio management.

Matt Heintz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs through approved model strategies.

Brandon Adamson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, he worked at Fidelity Investments, The Vanguard Group, and the PA Farm Bureau. Outside of his advisory role, he has been involved in managing a bar business for ten years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm’s advisors offer investment recommendations without discretionary trading authority, and its business model differs from many enterprise wealth managers by operating as an internal unit within the Schwab ecosystem.

Kenneth Mintz is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for a nonprofit organization in Broomall, Pennsylvania. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.