Douglas Batten is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Citizens Securities since 2002. 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 featuring ETF-based portfolios managed with proprietary algorithms, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.

Shane Mccormick is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Private Advisor Group, LLC since 2014 and has also worked at LPL Financial since 2002. Mccormick operates through multiple divisions focused on personal financial planning, asset management, and business solutions for employee benefits and retirement plans. 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 with a range of investment strategies and platforms.

Timothy Holland is a CFA® charterholder with 13 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital Investments and Pictet Asset Management. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and manages approximately $64.8 billion in assets across multiple delivery platforms.

Alexander Bezugly is a financial advisor with Citizens Securities, Inc. in Jenkintown, PA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One Investing. He is also involved with Zoogs Holding LLC, a personal non-investment business entity. 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 using proprietary algorithms for ETF portfolios as well as traditional managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Sean Heidig is a CFP® at Mercer Global Advisors Inc. with four years of industry experience. He previously worked at Mallard Financial Partners and Merrill Lynch, Pierce, Fenner and Smith, Inc. Outside of his advisory role, he is a co-owner of an online store selling customized products on Etsy. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, emphasizing globally diversified, risk-appropriate portfolios and utilizing a variety of implementation options including ETFs and separate accounts.

Christopher Daniels is a CFA® charterholder with 14 years of industry experience. He currently works at Creative Planning and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Clark Stossel is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management from 2013 to 2017. Stossel has been with Independent Financial Partners since 2017. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, and is noted for its retirement-plan advisory and pension consulting services.

Inga Bekareva is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Citigroup and JPMorgan Chase Bank. Outside of her advisory role, she manages a limited short-term rental through Airbnb at her primary residence. 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 features both a digital advisory platform and managed account programs and operates as a broker-dealer and insurance agency.

Dmitriy Hazan is a financial advisor at Citizens Securities, Inc. in New York, NY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Citibank. Outside of his advisory role, he is involved with Summit Educational Group as an academic tutor and serves as a board member for the UJA Federation, a charitable organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, and it operates as a broker-dealer and insurance agency.

Jonathan Turner is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His previous roles include positions at Valic Financial Advisors, AGIA, The Vanguard Group, and LPL Financial. 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 and client risk profiling to recommend ETF-based portfolios.

Michael Hennessy is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has five years of industry experience, including roles at Cumby, Spencer & Associates Financial Group and Nylife Securities LLC. Outside of advisory work, he operated under the DBA Cumby, Spencer & Associates Financial Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Brown is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients comprehensive financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and utilizes Schwab’s proprietary research tools and asset allocation models.

Carson Rau is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His background includes roles at Charles Schwab, TD Ameritrade, Spring EQ, and NewDay Financial LLC. Outside of his advisory work, Rau previously worked with the Atlantic City Beach Patrol. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, delivering recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions and providing annual account reviews.

Andrew Hogan is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Zeke Capital Advisors and Veritable LP. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes 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 an Investment Policy Committee and extensive research resources.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Melanie Allen is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Prior to joining Principal, she spent ten years as a homemaker and currently writes outside insurance policies including life, health, disability, long-term care, medical, dental, and annuities through Allen Insurance Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Hornor, Townsend & Kent in 2026, she spent 24 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. 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 a range of custody, execution, and brokerage capabilities alongside investment advice.

Luke Cantwell is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, access to mutual funds and ETFs, financial planning, and uses a combination of affiliated and third-party sub-managers in its investment approach.

Matthew Arnold is a CFA® charterholder with 10 years of industry experience. He is currently a financial advisor at Creative Planning and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Arnold is also a licensed independent life and health insurance agent. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.