Nicholas Corialos is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, he has a background that includes work with Ancient Rode Farms. 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 operates both a digital advisory program and a managed account program, supporting a range of client investment needs.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to its executive team. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.

James Ewing is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Bank of America, and HighTower Securities prior to his current role since 2017. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and varied investment strategies.

Rashon Howard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and previously at Penn Mutual Life Insurance Company and Citizens Securities, Inc. Howard is the founder and CEO of a networking group focused on bringing literacy and knowledge to the community through workshops, serves as a board member at La Salle University, and is an author of a book titled "Mentality of Success: Accountability Journal and Planner." He is also actively involved in Phi Beta Sigma Fraternity, serving in leadership and community service roles, and participates in a charitable foundation supporting financial professionals' development. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad adviser network, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, providing a range of investment services including discretionary and non-discretionary management through third-party asset managers.

Lisa Phillips is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Redburn Partners and DigiBite. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jaime Zinkus is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. and SAGE since 2006. 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, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Grady Edwards is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has been with Valic since 2024. Outside of his advisory role, he serves as a soccer referee in his local community and is an agent for AGIA, selling 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 discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Fabio Vozila is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and HSBC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm provides investment advisory programs and operates as a broker-dealer and insurance agency.

Nicholas Rounds is a financial advisor with TD Private Client Wealth LLC in Marlton, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2015. 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. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Sean Seese is a Series 66 licensed advisor with Rockefeller Financial LLC, based in Conshohocken, PA, and has 19 years of industry experience. He previously worked at Bank of America and Merrill and is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jonathan Rawl is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Citizens Bank, and AT&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Kramer is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has worked at Citigroup since 2017 and previously held positions at J.P. Morgan Securities and Ameriprise. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Thomas Price is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lincoln Investment Planning, Inc. since 1986 and Capital Analysts, LLC since 2023. Outside of his advisory role, he serves as Managing Director of Collegebound Solutions, LLC, where he assists students and parents with college selection and affordability, including FAFSA preparation and marketing student athletes. 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by an Investment Management & Research team.

Theresa Goelz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Janney Montgomery Scott Inc. since 1980. 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 brokerage, financial planning, consulting, and advisory services through a combination of in-house portfolio management and third-party managers.

Howard Sheckman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Samson Wealth Management Group. He is also an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Joel Steele is a financial advisor with Eagle Strategies (NY Life) in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2011 and has longstanding ties to New York Life and affiliated entities dating back to 2002. Outside of his advisory role, Steele is involved in several entrepreneurial and charitable ventures, including co-founding a charitable organization and holding passive interests in minor league sports and environmental carbon removal companies. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients within an integrated New York Life affiliate structure.

Darnell Hegarty is an Investment Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. His professional experience also includes roles as an Investment Advisor at Merrill Lynch in 2021, a Financial Advisor at Wells Fargo Advisors from 2019 to 2020, and a Financial Services Representative at TD Bank NA from 2010 to 2013. Throughout his career, Darnell has developed expertise in financial markets and planning. He focuses on working closely with clients to understand their unique scenarios and assist them in planning for their goals. His approach involves guiding and educating clients to help them pursue their financial objectives. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Michele Burkholder is a CFP® and ChFC® with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2013. Burkholder is also involved in life insurance brokerage through her roles with 1847 Financial and The Burkholder Team. Hornor, Townsend & Kent serves 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 over $8 billion in discretionary assets and providing tailored investment strategies through a combination of in-house and third-party asset management.

Robert Steinke is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Janney Montgomery Scott since 2009. 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 brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Cooper is a financial advisor at First Command Advisory Services with four years of industry experience and holds the Series 66 designation. He previously worked at J.P. Morgan Securities, LLC and Thrivent Financial. Cooper has been involved with the Marlton Assembly of God since 2023 and the Journey Church in Queens from 2011 to 2022. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection process.