Brittany Allenson is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she worked at Target and Reith Communications. In addition to advising, she serves as a Unit Field Trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and regularly reviews client portfolios.

Shirley Antonini is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities for over a decade before joining KeyBank and Key Investment Services. Outside of her advisory role, she has been involved with the Schuylkill Racquet Club for 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Victoria Mcdonald is a CFP® professional with 40 years of experience at Lincoln Investment Planning, Inc., and holds Series 63 and Series 65 licenses. She has been a partial owner of Budding IP Properties, a real estate rental LLC, since 2009. 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 a range of financial planning and advisory services supported by strategic and dynamic investment management approaches.

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.

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 with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Citibank. Outside of his advisory work, he tutors students in academic subjects and test preparation and serves as a board member for the UJA Federation, a charitable organization focused on community support and fundraising. Citizens Securities serves a wide retail client base ranging from individual investors to high-net-worth clients, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios, alongside commission-based brokerage and other non-discretionary businesses.

Brett Hyman is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

Harry Forst is a CFP® with over 42 years of experience at Lincoln Investment, where he has worked since 1983. Based in Horsham, PA, he holds Series 63 and Series 65 licenses. 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 dynamic approaches overseen by an Investment Management & Research team.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.

Luke Hebert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and is also involved with EBA Consulting. Prior to his current roles, Hebert held various positions including multiple terms at High Point University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

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.

Binnie Footer is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding a Series 63 designation and 45 years of industry experience. He has been with Janney Montgomery Scott since 1989. Outside of his advisory role, he serves as president of The Footer Family Foundation, a charitable organization that makes donations to public charities. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

Robert Smee is a financial advisor at Private Advisor Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Private Advisor Group since 2010. Prior to that, he worked at LPL Financial beginning in 2006. Outside of his advisory role, he is involved with Brandywine Financial Management, which provides tax preparation and accounting services, and he operates R&D Photography. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

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.

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.

Lisa Newsham is a financial advisor at Lincoln Investment with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and also works with the School District of Philadelphia. Lisa holds a Series 66 designation. 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 comprehensive financial planning and retirement plan advice, utilizing a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Brittany Webb is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Cerity Partners, she worked at Goldman Sachs from 2021 to 2024 and has held roles at MML Investor Services, MASSMUTUAL, and AXA Advisors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens in its investment approach.