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.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

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.

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.

Max Elfenbein is a financial advisor at Corient with four years of industry experience. He holds the Series 65 designation and has held prior roles at Radnor Financial Advisors and The Springhaven Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation.

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.

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.

Rizwan Khokhar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at KeyBank and New York Life Insurance Company. Outside of his advisory work, he owns Grizzly Meals LLC, a healthy meal prep company, and works as a food delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs through a mix of discretionary and non‑discretionary approaches.

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.

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 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 and is involved as a managing member or authorized principal in several unregistered investment funds related to energy and community impact. He also serves on the pension board of the Lower Merion Police and Public Employee Pension Plan without compensation. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation and manager selection, incorporating proprietary quantitative screens and private-market investment offerings as part of its comprehensive service approach.

Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with both Guardian Life and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the executive board for Coaches vs. Cancer's Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities LLC, doing business 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. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

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 32 years of industry experience. He holds a Series 63 designation and previously worked at Merrill and Bank of America. Outside of finance, he is a co-producer of a three-season mini-series on the Apostle Paul and the Book of Acts for a veteran Christian film producer. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer with a comprehensive platform that includes discretionary and non-discretionary solutions across multiple asset classes.