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 worked at Citizens Securities since 2022. His prior experience includes roles at CitiGroup and J.P. Morgan Securities. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform and a Managed Account program and is fully owned by Citizens Bank, N.A.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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 licenses and with 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. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program utilizing proprietary algorithms and a Managed Account program.

Richard Brevogel is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his current role, he worked for Remington and Vernick Engineers and served the Township of Willingboro for 20 years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and institutional clients, with advisory services delivered through independent representatives using a mix of custodians and third-party managers.

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.

Julian Romeu is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2018, following earlier roles at Citizens Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, he breeds and sells Japanese Medaka rice fish online and at auctions. 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 a range of financial planning and retirement plan services, managing assets through both strategic and tactical investment approaches.

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.

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.

Amanda Wallace is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Penn Mutual Life Insurance Co and Kestra Financial Inc. Outside of finance, she contributes as a freelance writer, interviewer, and editor for Viper Magazine UK, focusing on music-related content. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs both strategic and dynamic investment approaches, offering a range of advisory and brokerage services.

Kenneth Mintz is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds a Series 63 designation and has worked at Janney since 2026. Prior to that, he spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also 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 municipalities, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

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.

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 the Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, among other roles. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that also provides placement and investment banking services.