Jason Vaglio is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63, 65, and 66 credentials and bringing 22 years of industry experience. His prior roles include tenures at Sterling National Bank/Webster Bank, LPL Financial, and Capital One Financial Advisors. 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 and brokerage and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Knitwanza Drayton is a CFP® professional with 22 years of industry experience, currently affiliated with Citizens Securities, Inc. She has held positions at several firms including Charles Schwab, TD Ameritrade, and New York Life Insurance Company. 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 provides a digital advisory program managed with proprietary algorithms as well as a separate Managed Account program.

Jason Korff is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2004. He has 24 years of industry experience and is based in Berwyn, PA. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered on an invitation-only basis to employees. The firm uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Stephen Koons is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Equitable Advisors LLC, Ameriprise, and The Vanguard Group, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a proprietary digital advisory program that uses algorithm-driven, ETF-based portfolios.

Nicole Kruman is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with two years of industry experience. She previously worked at Bank of New York Mellon for 15 years before joining Janney Montgomery Scott in 2022. 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 clientele including individuals, families, trusts, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Patricia Mcdonald is a Series 66-credentialed financial advisor at Janney Montgomery Scott with 15 years of industry experience. She has been with Janney Montgomery Scott and its predecessor entity since 2007. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Paul Lofurno is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 12 years. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate sponsors, and municipalities, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

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.

Qazi Halim is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities, 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 features a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and also conducts commission-based brokerage and non-discretionary business.

James Fernberger is a financial advisor at William Blair with Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024. Fernberger serves as an advisory board member for Legacy Youth Tennis and Education and the Philadelphia Sports Congress, and he is an ambassador on the advisory board for The Barnes Foundation. William Blair’s Private Wealth Management division serves high-net-worth individuals, foundations, pensions, and corporate clients with active, research-driven investment management and financial planning. The firm offers proprietary model portfolios, access to private funds, and co-investment opportunities through various platform and sub-advisory arrangements.

Thomas Minger Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Putnam Retail Management. In addition to his advisory role, he owns a transport and hauling business and operates insurance brokerages under 1847 Financial and Tusk Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and works with third-party asset managers to provide both discretionary and non-discretionary investment solutions.

William Farrell Jr. is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Janney Montgomery Scott LLC since 2010. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. 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, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Christopher Scarlata is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at The Vanguard Group, Prudential Insurance Company of America, and TIAA. 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’s advisory approach includes a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

William Craig Jr. is a CFP® professional with two years of industry experience, currently serving at TIAA-CREF since 2025. He has been with Tiaa in various capacities since 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management through various managed account options, applying a fiduciary standard to its RIA services.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Randall Marquez is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, Marquez occasionally works as an actor in television, film, and theater productions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, and Hornor, Townsend, & Kent LLC. Outside of his advisory work, he has been involved with American Cyberspace. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, and offers both traditional investment advisory services and a direct-to-consumer digital program called Starlight Portfolios.