Bradford Winton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets since 2012. Outside of his advisory role, he participates as a mentor in the University of Delaware's Lerner Executive Mentoring Program, working with undergraduate students. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Steven Silverman is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003. Outside of his advisory role, he is involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary approaches.

Michael Kernicky is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Janney Montgomery Scott since 2018. His prior roles include positions at Bank of America and Merrill. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Joseph Sinchi is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2022. His prior experience includes roles at CitiGroup and J.P. Morgan Securities. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform and a Managed Account program and is fully owned by Citizens Bank, N.A.

Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Lane Hipple Wealth Management Group and Cetera. 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 employs a partner-led team approach supported by centralized investment research and an open-architecture selection process, offering specialized services for clients with complex needs.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ryan Brim is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Charles Schwab Bank, Caneel Group LLC, A2C Mortgage LLC, and Wells Fargo Home Mortgage. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees or exercise discretionary trading authority.

Ronald Wall is a financial advisor at Stratos Wealth Partners, Ltd with 34 years of industry experience. He holds a Series 63 designation and previously worked at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, he is engaged as an insurance agent involved in the sale and service of fixed insurance products and annuities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Kevin Wager is a CFP®-designated financial advisor at Hightower Advisors with 11 years of industry experience. His career includes roles at The Vanguard Group, Inc., The Haverford Trust Company, and Hightower Securities LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm emphasizes a multi-manager investment approach utilizing both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational features.

Brian Hillsberg is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 66 and Series 63 licenses and with 17 years of industry experience. His prior roles include positions at Certior Financial - Kantor Financial Group, Andrew Garrett, Inc, Cordasco Financial Network, Inc., and Hartford Investment Financial Services, LLC. 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 utilizing proprietary algorithms and a Managed Account program.

Christina Tajc is a financial advisor at Valic Financial Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at American Portfolios Financial Services, Inc., OSAIC, and Hart Agency. Additionally, she is appointed as an agent to sell non-securities insurance products for Agia and serves as a notary public. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models and providing optional tax and ESG overlay services.

Giana D'alessandro is a financial advisor at Transamerica Retirement Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Prior to her advisory career, she was employed at Monmouth University for five years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and models to provide personalized portfolio construction and ongoing oversight.

Justin Spike is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Corient. He has held roles at Corient Services LLC, CIPW Service Company, LLC, and Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Sean Sykes is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and National Financial Network. Outside of advising, he serves as an assistant coach for the Methacton High School boys' lacrosse team. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Anthony Midili Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. 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 offers a range of brokerage, financial planning, and advisory services.

Albert Digiacomo is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding the CFA® charter and Series 66 license with nine years of industry experience. He has spent his entire advisory career at Janney Montgomery Scott, joining the firm in 2015. 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 plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs through both in-house and third-party portfolio management.

Thomas Gallagher is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at The Aranda Group and Oppenheimer & Co. Inc. Outside of his advisory work, he operates Pineneedle LLC, a retail and online arbitrage business specializing in media entertainment and electronics. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.

William Curran is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds a Series 65 credential and has previously worked at Permit Capital Advisors, LLC and Hirtle Callaghan & Co. Mr. Curran serves as a trustee for a charitable remainder unit trust and is a managing member or authorized principal in several unregistered funds, maintaining profit interests in these entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio strategies.

Matt Heintz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs through approved model strategies.

Brandon Adamson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, he worked at Fidelity Investments, The Vanguard Group, and the PA Farm Bureau. Outside of his advisory role, he has been involved in managing a bar business for ten years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm’s advisors offer investment recommendations without discretionary trading authority, and its business model differs from many enterprise wealth managers by operating as an internal unit within the Schwab ecosystem.