Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Citizens Bank, ISI, Inc., NYLIFE Securities LLC, New York Life Insurance Co, and CCO Investment Services Corp. 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’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Emily Mc Guire is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and three years of industry experience. She has previously worked at Northwestern Mutual and The Vanguard Group, Inc. In addition to her advisory roles, she has worked with Azie Media, indicating experience outside the financial sector. 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 proprietary research and technology.

David Reif is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Eagle Strategies since 2009 and previously at Tactical Financial Group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored recommendations and primarily non-discretionary asset management.

Matthew Ayres is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank since 2005. 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, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Joseph Cosden is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations with US Airways and Eastern Air Lines spanning several decades. 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, retirement plan advice, and a range of investment programs, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked concurrently at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, and his own firm, Weinstein & Company, PC, since 2014. Outside of his advisory work, he owns an accounting and tax preparation firm, serves in leadership roles in a local business networking group, and is a partner in a service industry venture. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing most client assets on a non-discretionary basis.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Joan Greenspon is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held roles at Edelman Financial Engines and affiliated firms from 2014 to 2026. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and consolidated reporting services.

Casey Smith is a CFP® with 17 years of industry experience and has been with Oppenheimer & Co Inc since 2012. Based in Warrington, PA, he holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Victoria Robinson is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Foreside Fund Services, LLC, and Penn Mutual Life Insurance Company, where she has been involved since 2005. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.

Nicholas Corialos is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, his background includes roles at West Chester University of Pennsylvania and involvement with Ancient Rode Farms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating as a subsidiary of Citizens Bank, N.A.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. 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 the executive team. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, charities, corporations, and high-net-worth clients, and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Rashon Howard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Hornor, Townsend & Kent since 2019, Penn Mutual Life Insurance Company since 2018, and Citizens Securities, Inc. from 2016 to 2018. Outside of advising, he is the founder and CEO of a networking group focused on community workshops covering finance, real estate, credit repair, mental health, and business development, and serves on the board of La Salle University. He is also involved with Phi Beta Sigma Fraternity Inc. in leadership roles supporting community service and minority business resources. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Kevin Gibson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior affiliations include Kestra Advisory and Kestra Investment Services, where he worked for over two decades. He also has involvement in non-variable insurance activities outside of his advisory role. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with around 366 advisors serving more than 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple platforms and third-party managers.

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 previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and HSBC Bank USA N.A. Citizens Securities serves individual and high-net-worth investors through investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Richard Robinson Jr. is a ChFC® credentialed financial advisor with Janney Montgomery Scott, where he has worked since 1984, accumulating 42 years of industry experience. He operates the River of Life Martial Arts and Wellness Center outside of his advisory role. 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.