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.

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.

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.

Christopher Di Medio is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Bank of America, N.A. and Merrill 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 high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

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 with a Series 66 designation and three years of industry experience. She has worked at Janney Montgomery Scott since 2022 and previously spent 15 years at Bank of New York Mellon. 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, estates, and institutional clients, offering 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.

Cole Gregan is a financial advisor at Guardian Life with four years of industry experience and holds a Series 66 designation. His prior roles include positions at BNY Mellon Securities Corporation and Merrill. He operates within Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and a range of integrated financial services.

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.

Paul Lofurno is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds the Series 63 designation and has worked at Janney since 2021, following five years at Wells Fargo Clearing. Based in Philadelphia, PA, his background includes roles at major financial firms. 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 various advisory programs.

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.

Karim Rezqui is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Oppenheimer. Outside of his advisory role, Rezqui serves as an adjunct instructor at the University of Wilmington's School of Business and is a silent partner in an import-export company. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of investment and consulting services across discretionary and non-discretionary platforms, managing approximately $36.7 billion in assets with a notable portion under non-discretionary management.

Kevin Clark is a Series 66-licensed financial advisor with Lincoln Investment in Fort Washington, PA, with 12 years of industry experience. He has worked at Lincoln Investment Planning since 2012 and has been affiliated with the University of Scranton since 2010. Clark is also a partner and co-founder of MC Capital Management, LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, employing a hybrid approach that includes both discretionary and non-discretionary client relationships.

Robert Horstman is a CFP® professional with 15 years of industry experience, currently serving at Lincoln Investment. His prior work includes roles at Capital Analysts, TIAA-CREF, and Cetera Wealth Services, LLC. He also holds a position as a fixed insurance and annuities agent, integrating these products into comprehensive financial plans where appropriate. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes in-house investment management and research to construct strategic portfolios and offers a combination of advisor-led and model-driven portfolio management options.