Paul Keller is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Amazon, and Bank of America. Outside of finance, he works as a waiter and host on weekends at The Olive Garden Italian Restaurant. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Kristin Marinis is a CFP® and Series 66-registered financial advisor with Oppenheimer in Haddon Township, NJ, where she has worked for 14 years. Her entire industry experience has been with Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, offering strategic and tactical asset allocation across multiple asset classes, and manages approximately $36.7 billion in assets as of the end of 2025.

Wade Hartz is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include five years at Morgan Stanley Smith Barney LLC and nine years at Delaware Valley Advisors. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Steven Auerfeld is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment strategies.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a diverse 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 approach includes a digital advisory platform and managed accounts, operating as a full-service broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

Jennifer Karaczun is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior experience includes roles at Agia since 2022 and Next Financial Group, Inc. from 2004 to 2018. She is the owner of Bountiful Plan LLC, an author and publisher, serves as an instructor for the Academy for Real Estate Careers, and holds board positions with the MCVTS Finance Academy and the Battleground Historical Society. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services using discretionary unified managed accounts and centralized technology across a large network of advisors.

Wayne Jones is a financial advisor at TD Private Client Wealth LLC with 12 years of experience. He holds Series 66 and Series 63 licenses and has worked at firms including Citizens Securities, Clarfeld Financial Advisors, and PNC Investments. 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 TDIS clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

John Kirsch Jr. is a financial advisor with Janney Montgomery Scott in Mt. Laurel, NJ. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 17 years with Janney Montgomery Scott. 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, offering brokerage services, financial planning, consulting, and a variety of advisory programs with a combination of in-house and third-party portfolio management.

Kathryn Clearwater is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has worked in both staffing and retail prior to joining Janney. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Alexander Bezugly is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One Investing. He is also involved with Zoogs Holding LLC, a personal business venture unrelated to investment activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm operates a digital advisory platform alongside managed accounts and maintains integrated bank, broker-dealer, and advisory functions under the ownership of Citizens Bank, N.A.

Noam Zilberstein is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and previously worked at Willis Towers Watson and Hays Companies (now Brown & Brown). 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 individuals, families, trusts, corporations, retirement plans, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Richard Steele is a CFP®-certified financial advisor with 26 years of experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. He is also a CPA and provides accounting and tax services in addition to his advisory role. Steele is involved in insurance brokerage activities, including ownership of Cambridge Financial Group, LLC, and acts as an agent for property and casualty insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that combines advisory and broker-dealer services. The firm utilizes third-party asset manager relationships and offers both discretionary and non-discretionary account options to tailor investment strategies for its clients.

Clark Stossel is a financial advisor at Independent Financial Partners with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management for four years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Inga Bekareva is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CiTIGROUP and JPMorgan Chase Bank. Outside of her advisory role, she operates a short-term rental on a limited basis from a separate apartment in her primary residence. 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 offerings include a digital advisory program managed with SigFig and a separate Managed Account program.

Dmitriy Hazan is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citibank. Outside of his advisory work, he tutors students in academic subjects and test preparation through Summit Educational Group and serves as a board member for the UJA Federation. 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 feature both a digital advisory program and a Managed Account program, operating as a subsidiary of Citizens Bank, N.A.

Michael Jevic is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Power Home Remodeling Group, 7th Level Mortgage, Eastern Regional High School, Univers Workplace Solutions, and Montclair State University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors and manages approximately $36.7 billion in assets as of December 31, 2025.

Jackson Davey is a Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Jonathan Turner is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors, AGIA, The Vanguard Group, and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs—such as a digital advisory platform partnered with SigFig—and brokerage and insurance services, and is wholly owned by Citizens Bank, N.A.