Pamela Lepore is a financial advisor at Lincoln Investment with 26 years of industry experience. She holds the CFP® designation and Series 63 license. Pamela has been with Lincoln Investment Planning, Inc. since 1999. 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 offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs.

Jessica Morrow is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citizens Securities and Citizens Bank since 2017. Outside of her advisory role, she is involved as a consultant for a skin care company and operates a pet sitting business for her daughter. 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, and it operates as both a broker-dealer and insurance agency.

John Oneill is a CFP® professional with 29 years of industry experience, currently affiliated with Principal Financial Services in Wayne, PA. His career includes roles at LPL Financial and his own firm, ONeill Consulting Corporation, where he provided third-party administration services for union benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services encompass direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Rachel Zhang is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2025 before joining Rockefeller in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within a comprehensive wealth management platform.

Robert Link is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. 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 employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Alexander Snyman is a financial advisor with Lincoln Investment, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Analysts, Barilotti Wealth Strategies, Eagle Strategies, and New York Life. In addition to his advisory duties, he is appointed as an insurance agent for brokering fixed insurance products. 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 both advisor- and firm-managed investment programs, using a combination of strategic and tactical approaches overseen by an in-house Investment Management & Research team.

Keith Keller is a CFP® professional with 14 years of industry experience, currently with Private Advisor Group, LLC since 2017. His prior experience includes roles at MCADAM LLC and Purshe Kaplan Sterling Investments. He operates through Private Advisor Group as an independent investment advisor. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Kimberly Crowley is a CFP® professional with eight years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to this, she worked for Permit Capital Advisors for eleven years. She is a trustee for a charitable remainder unit trust and holds managing member or authorized principal roles in multiple unregistered funds, maintaining profit interests in these entities. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Gianna Kennedy is a Series 66-credentialed advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, where she has worked since 2004. She has 25 years of industry experience. Outside of her advisory role, she owns a business collecting, selling, and consigning vintage designer bags. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

Hayden Silverman is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has worked as a dog walker through Rover. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides investment advisory programs such as a digital advisory platform based on proprietary algorithms as well as commission-based brokerage and insurance services.

Anthony Coiro is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. 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, while also operating as a broker-dealer and insurance agency.

Stephen Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 66 and Series 63 credentials and 19 years of industry experience. He has been with Principal Securities Inc. since 2013 and previously worked at Principal Life Insurance Company from 2013 to 2016. Outside of his advisory role, he is involved in health, life, and supplemental insurance brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jason Vaglio is a financial advisor with Citizens Securities, Inc. in Garden City, NY, holding Series 63, Series 65, and Series 66 credentials and possessing 21 years of industry experience. His prior roles include positions at Sterling National Bank/Webster Bank, LPL Financial, and Capital One Financial Advisors. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a managed account program, and it is wholly owned by Citizens Bank, N.A.

Knitwanza Drayton is a CFP® with 22 years of industry experience, currently serving at Citizens Securities, Inc. Since 2025, Drayton has worked at multiple firms including NYLIFE Securities LLC, New York Life Insurance Company, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. 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 alongside brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios.

Christopher Di Medio is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Rockefeller. Outside of his advisory role, he is the owner of The DiMedio Foundation for Children, a charitable organization focused on raising funds for children in need. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

Stephen Koons is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors LLC, Ameriprise, and The Vanguard Group, Inc. among other firms. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm employs both digital and managed account advisory strategies and is wholly owned by Citizens Bank, N.A.

Cole Gregan is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, BNY Mellon Securities Corporation, and Merrill. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management.

Ariel Ianovale is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Santander Bank, Santander Securities, and New York Life. Prior to his advisory roles, Ianovale held positions at L'Occitane and Stitch Fix. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

David Hallam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors and The Vanguard Group. Outside of finance, he works as a bartender at Kennett Brewing Company in Pennsylvania. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by an array of advisory and fiduciary services.

James Reitzel Jr. is a financial advisor with Centaurus Financial, Inc. in Doylestown, PA, holding a Series 63 designation and 49 years of industry experience. He has been with Centaurus Financial since 1999. Outside his advisory work, he owns J. Richard Reitzel and Associates, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.