Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Edward Golden is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, with seven years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at NYLife Securities, LLC and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on ETF portfolios and a separate Managed Account program, alongside commission-based brokerage and non-discretionary services.

Michael Vinci is a Series 65 licensed advisor at Hightower Advisors with five years of industry experience. Prior to joining Hightower in 2023, he worked at Wealth CMT and Smart Soccer 101 from 2017 to 2023. Outside of his advisory role, he serves as a therapy dog handler, providing emotional wellness support at various client locations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Joshua Gonzalez is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes roles at Citigroup Global Markets, Inc., Merrill, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a mix of investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform with ETF-based portfolios and traditional brokerage services and is wholly owned by Citizens Bank, N.A.

Mimi Drake is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and three years of industry experience. She previously worked at Permit Capital Advisors, LLC for eleven years before joining Cerity Partners. Outside of her advisory role, she serves on multiple non-investment related boards, including Hudson Global, where she has been Chairperson since 2022, and several nonprofit organizations such as Ben Franklin Technology Partners and The Shipley School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio management.

William Degener is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2013. Degener serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs and facilities in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

John Battista 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. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as trustee for an irrevocable trust for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services.

Mackenzie Swartz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. Swartz holds Series 63 and Series 65 licenses and has previously worked at firms including Nylife Securities LLC, New York Life Insurance Company, LPL Financial, LLC, and Commonwealth Investment Management Group LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Pascal Asiedu is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including logistics management, e-commerce, and merchandising. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he is the sole member of a business that sells a self-published book. 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 services and manages both in-house and third-party investment strategies using strategic and tactical approaches.

Peter Damico is a financial advisor with Kestra Advisory, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he serves as Board Chair of Youth Action, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Beverly Roun is a financial advisor at Citizens Securities, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Charles Schwab, TD Ameritrade, Merrill, Bank of America, and New York Life Insurance. 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 utilizing proprietary algorithms as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Brian Berlin is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2026. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, using model portfolios and customized strategies under a fiduciary standard.

Fernando Camacho is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. He has worked at TIAA-CREF since 2017, following a prior role with PNC Bank and PNC Investments. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing a fiduciary standard and a range of advisory models including customized portfolio management.

John Du Mond is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has previously worked at The Leaders Group, Inc., Questar Asset Management, Questar Capital Corporation, and TruChoice. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and periodic rebalancing based on defined strategic events.

Domenic Hipple is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and four years of industry experience. His prior work includes roles at LPL Financial and The Vanguard Group, Inc. Hipple has also worked in various positions at West Chester University and had short-term roles with the NFL Alumni Association and Ludham Bar and Grill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative and fundamental analysis overseen by an internal Investment Committee.

Rose Domine is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has worked at Janney since 2017. Outside of her advisory role, she has held positions in the hospitality sector, including at DoubleTree by Hilton Cherry Hill Philadelphia. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Wen Min Seow is a financial advisor at Citizens Securities, Inc. with three years of industry experience. Prior to joining Citizens Securities, Seow worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2022 to 2025. Seow holds Series 63 and Series 66 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. Its advisory offerings include a digital advisory program focused on ETF-based portfolios using proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

Keith Jackson is a financial advisor with Transamerica Financial Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial LLC, Merrill Lynch, and World Financial Group. Outside of advisory work, he has been involved with Dale Properties and Asset Management for 15 years. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with both discretionary and non-discretionary program options.

Dennis Rosadio II is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Seurian Financial Services, Minnesota Life Insurance Company, Legacy Planning Partners, and Prudential. He has also experienced periods of unemployment between roles. 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 using proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.