Emily Mulligan is a CFP® with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She previously worked with Lane and Associates LLC and Lane Hipple Wealth Management Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm utilizes a Partner-led team structure and a multi-criteria selection process supported by ongoing due diligence, offering specialized services for clients with complex needs alongside an enterprise-scale platform.

Jeremiah Riethmiller is a financial advisor with Hightower Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Hightower Securities since 2015. Outside of his advisory role, he serves on the Business Economics Advisory Board for Penn State Erie, providing curriculum input and supporting the business program through occasional consultations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

John Hendricks is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, he worked at SFG Investment Advisors, Inc. and T.H. Properties. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and integrated legal and accounting services.

Isaiah Cooper is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Cooper’s background also includes four years of experience related to Bloomsburg University. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types and works extensively with defined contribution and defined benefit plans, charitable and corporate clients, emphasizing non-discretionary asset management.

Pamela Lepore is a CFP® professional with 26 years of experience in the financial industry. She has been with Lincoln Investment Planning, Inc. since 1999. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and model portfolios supported by an in-house Investment Management & Research team and third-party managers.

Jessica Morrow is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Citizens Securities and Citizens Bank since 2013. Outside of her advisory role, she is involved in skincare consulting for Rodan & Fields and manages a pet sitting business for her daughter. 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 with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

John Oneill is a financial advisor with Principal Financial Services based in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His work history includes roles at LPL Financial and leadership of ONeill Consulting Corporation, where he provided consulting and third-party administration services for union benefit plans. Outside of advising, he owns and manages LLCs involved in real estate investment activities. 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 provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Rachel Zhang is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporate entities. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside brokerage, insurance, and investment banking capabilities.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Robert Link is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2010, and Merrill in 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Alexander Snyman is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Lincoln Investment. His career includes roles at Capital Analysts, Barilotti Wealth Strategies, Eagle Strategies, New York Life Insurance, and VOYA Financial Advisors. He is also appointed as an insurance agent, brokering fixed insurance products. Lincoln Investment Planning, LLC serves a diverse client base ranging from individual investors to corporate and ERISA retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers a range of services including financial planning, portfolio management using proprietary model portfolios and third-party managers, and operates a layered delivery model combining advisor-led management with in-house investment research.

Keith Keller is a CFP® professional with 15 years of experience in financial advisory services. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors. His credentials include Series 63 and Series 65 licenses. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and investment strategies to assist clients in portfolio management.

Kimberly Crowley is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. She previously worked at Permit Capital Advisors for eleven years and Heritage Capital Management, LLC for five years. Outside of her advisory role, Ms. Crowley is a trustee for a charitable remainder unit trust and manages several unregistered investment funds through Sage Advisors, LLC and related entities. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and pooled investment vehicles, with approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, utilizing proprietary quantitative methods and providing access to alternative and private market solutions.

Marc Menickella is a Series 66-credentialed financial advisor with one year of industry experience. He currently works at Kestra Advisory and previously held roles at LPL Financial and Beacon Financial Services. His background also includes marketing and advisor assistant responsibilities in the financial services sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Gianna Kennedy is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. She holds a Series 66 designation and has been with Hornor, Townsend & Kent since 2004. Outside of her advisory role, she is involved in collecting, selling, and consigning vintage designer bags. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with custody, execution, and brokerage capabilities alongside investment advice.

Hayden Silverman is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Citizens Securities, he was affiliated with Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, he has worked as a dog walker. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers a range of investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program that utilizes ETF-based portfolios managed with proprietary algorithms and client risk profiles.

Anthony Coiro is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. His prior roles include positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. He holds Series 63 and Series 65 licenses. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering a range of investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Stephen Conk is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at Principal Securities Inc. since 2013 and previously 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, and active-duty military personnel. 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 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.