Lisa Breslin is a financial advisor at &PARTNERS with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors, such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party managers through the Envestnet platform, and engages in a range of activities including financial planning, ERISA consulting, and investment banking.

Kevin Paul is a financial advisor at Creative Planning with 10 years of industry experience. He holds the Series 65 designation and has worked at Creative Planning since 2022. He is also a partner at Wipfli LLP, where he provides tax compliance, consulting, and planning services. Additionally, he serves as treasurer for the Domestic Abuse Project of Delaware County. 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Matthew Lempa Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with Equity Services, Inc. since 2000. He is also licensed as an insurance agent, selling life, health, disability, and long-term care insurance through his involvement with Evolution Financial Group and AZenith Financial Group. Equity Services, Inc. operates as a dual-registered broker-dealer and SEC-registered investment adviser, providing financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, as well as holding multiple positions at Drexel University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment advisor and a registered broker-dealer with integrated services including placement and investment banking.

Hinesh Modi is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2002 and holds the Series 66, Series 63, and Series 65 licenses. Modi is also a trustee of his own revocable trust. 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 offerings include a digital advisory program and a Managed Account program, while operating as a broker-dealer and insurance agency.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

Joseph Persichetti is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera, Investors Bank, and HSBC Bank USA N.A. 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 platform and managed accounts, supported by its affiliation with Citizens Bank, N.A.

Kyle Maylish is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and SEI Investments. 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 approach includes both a digital advisory program utilizing proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Steven Williams is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 66 designations with 28 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, functioning also as a broker-dealer and insurance agency.

Martin Schamis is a CFP® and holds a Series 66 designation with 25 years of industry experience. He is affiliated with Janney Montgomery Scott in Philadelphia, PA, where he has worked since 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 clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Brett Williams is a financial advisor at Independent Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sealy Investment Securities, LLC and Cole Capital Corporation. Outside of his advisory role, he serves as an officer and director for the Upper Freehold Regional Men’s Softball League and is a board member on the Upper Freehold Regional School District finance committee. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party managers to tailor client investment profiles.

William O Rielly III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. He serves as an independent investment advisory board member for the Salvation Army’s Southern Territory, reviewing its global multi-asset class portfolios. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion across a diverse client base, including individuals, families, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers financial planning, brokerage services, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Manuel Santiago III is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with NYLIFE Securities LLC since 2012 and New York Life Insurance since 2009. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Emily Mulligan is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She has previously worked at Lane Hipple Wealth Management Group and Lane and Associates LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized investment process and uses an open-architecture approach to asset allocation and manager due diligence.

Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Zach Cohen is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Lincoln Financial Network. Cohen is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Donna Ewing is a financial advisor at PNC Wealth Management in Cherry Hill, NJ, holding a Series 66 designation with 14 years of industry experience. She has been with PNC Investments LLC since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and third-party model management for investment implementation.

Christian Cappello is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes 10 years at The Vanguard Group and over 7 years with Janney Montgomery Scott. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jessica Morrow is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citizens Securities and Citizens Bank since 2017. Outside of her advisory role, she is involved as a consultant for a skin care company and operates a pet sitting business for her daughter. 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 offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Aaron Byrd Leitner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliated entities 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing a range of brokerage, financial planning, consulting, and advisory services.