Nita Amin is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Citizens Securities since 2002. 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 a digital advisory platform and a managed account program, and is wholly owned by Citizens Bank, N.A.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Robert Filipone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has experience working at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes long-term roles at American Financial Management Group, Triad Advisors, and IFG/Russell Advisors. Outside of investment advising, she creates online courses and workshops focused on wealth management for women and co-hosts "Take Back Retirement," a podcast offering retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both in-house and third-party managers and technology platforms to deliver a range of investment strategies.

Lyla Mc Curdy is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding the ChFC® designation and Series 63 license, with nine years of industry experience. She has been affiliated with Eagle Strategies since 2023 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Mc Curdy serves as a director of NAIFA Greater Philadelphia, a nonprofit organization focused on professional education and ethical conduct in the insurance and financial advisory industry. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Valerie Widhson is a Series 66-licensed financial advisor with Lincoln Investment, based in Fort Washington, PA. She has 10 years of industry experience, including four years at Lockwood Advisors Inc and Pershing LLC prior to joining Lincoln Investment in 2018. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, consulting, portfolio management through advisor- and firm-managed model portfolios, and employs an in-house Investment Management & Research team to develop strategic portfolios and Adaptive Intelligence Model strategies.

Kelly Ochotny is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2000 and has been affiliated with Temple University since 1999. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Robert Orbin Jr. is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Mauch Chunk Trust Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs and brokerage and insurance services, including a digital advisory program and managed account solutions.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.

Cara Archer is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations. She has five years of industry experience and has been with Eagle Strategies for one year. Prior to this, she held roles at NYLIFE Securities LLC and New York Life Insurance Co, and she has experience managing a pet care business. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Fang Yu Lin is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for HSBC Securities (USA) Inc. for 10 years before joining Citizens Securities in 2022. 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’s advisory solutions include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Ricardo Reyes is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, Merrill, and National Securities Corp. 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 offerings include a digital advisory program and a managed account program, with discretionary portfolio management and tax-loss harvesting features.

Eric Kuester is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, LLC, and Guardian Life Insurance Company. Kuester is also a general partner in High Street Ventures, LLC, a business managing rental properties. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker‑dealer services, managing over $8 billion in discretionary assets and providing tailored investment strategies through a network of advisers and third‑party asset managers.

Brendan Knapp is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and RenaissanceRe. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.