Katherine Hickey is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at JPMorgan Chase and its affiliated investment management firms. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing proprietary due-diligence processes and third-party platforms to implement client strategies across various asset classes.

Herbert Huffman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty since 2010, focusing on insurance and annuity sales, including equity-indexed annuities and Medicare supplements. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, periodic rebalancing, and tax efficiency. The firm typically manages accounts on a discretionary basis and integrates portfolio management with affiliated broker-dealer and insurance services.

Donald Tiburzi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Legend Advisory Corporation and Legend Equities Corporation before joining Lincoln Investment in 2017. He also provides personal income tax preparation services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Jared Tuller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory work, he serves as head coach for True Philly Green 2028 Lacrosse and as an assistant lacrosse coach at CB South High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion to build client portfolios from diverse securities and insurance products.

Kevin Paul is a financial advisor at Creative Planning with 10 years of industry experience. He holds the Series 65 designation and has worked at Creative Planning since 2022. He is also a partner at Wipfli LLP, where he provides tax compliance, consulting, and planning services. Additionally, he serves as treasurer for the Domestic Abuse Project of Delaware County. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, as well as holding multiple positions at Drexel University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment advisor and a registered broker-dealer with integrated services including placement and investment banking.

Hinesh Modi is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2002 and holds the Series 66, Series 63, and Series 65 licenses. Modi is also a trustee of his own revocable trust. 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’s advisory offerings include a digital advisory program and a Managed Account program, while operating as a broker-dealer and insurance agency.

George Balocik is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Guardian Life, Cetera, and BPG Planning, among others. He is also involved in the sale and service of fixed annuities and insurance in a brokerage capacity. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio options, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

Joseph Persichetti is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera, Investors Bank, and HSBC Bank USA N.A. 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’s advisory approach includes a digital advisory platform and managed accounts, supported by its affiliation with Citizens Bank, N.A.

Kyle Maylish is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and SEI Investments. 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 approach includes both a digital advisory program utilizing proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Steven Williams is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 66 designations with 28 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, functioning also as a broker-dealer and insurance agency.

Christopher Hackley is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked at Commonwealth since 2023 and previously spent over three decades with Securian Financial Services, Inc. and Minnesota Life. Hackley is also the owner of MCKC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Bret Michael Destefano is a financial professional at GWN Securities Inc. with four years of industry experience. He holds the Series 66 designation and has previously been associated with Kades-Margolis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a blend of discretionary portfolio management, model portfolios, and a mix of affiliated and unaffiliated sub-advisers, utilizing both strategic asset allocation and tactical, momentum-based strategies.

Brett Williams is a financial advisor at Independent Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sealy Investment Securities, LLC and Cole Capital Corporation. Outside of his advisory role, he serves as an officer and director for the Upper Freehold Regional Men’s Softball League and is a board member on the Upper Freehold Regional School District finance committee. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party managers to tailor client investment profiles.

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Jeremiah Riethmiller is a financial advisor with Hightower Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Hightower Securities since 2015. Outside of his advisory role, he serves on the Business Economics Advisory Board for Penn State Erie, providing curriculum input and supporting the business program through occasional consultations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

John Hendricks is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, he worked at SFG Investment Advisors, Inc. and T.H. Properties. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and integrated legal and accounting services.

Isaiah Cooper is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and five years of industry experience. He has been associated with Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Before entering the financial services industry, he spent four years at Bloomsburg University. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, focusing primarily on non-discretionary assets and fiduciary responsibilities in retirement investing.