Michael Nolan is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he serves as a membership screener for Aronimink Golf Club in Newtown Square, PA. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Randal Buettner is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. 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 investment management services, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Grant Wenger is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance, having held prior positions at Securian Financial Services, Professional Capital Services, Mid Atlantic Resource Group, and Minnesota Life Insurance Co. Wenger also owns and operates IFA Benefits, LLC, a multi-line insurance brokerage focused on group insurance and life, accident, health, and annuity accounts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Alexandra Donker is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

Jillease Hazzard is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill from 2005 to 2020 before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and operates under a recapitalized ownership structure with institutional minority owners.

Khalif Mink is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, J.P. Morgan Securities, Fidelity Brokerage Services, and JPMorgan Chase Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing TIAA-administered retirement plan relationships. The firm also provides referrals to affiliated services and acts as investment adviser to the TIAA Donor Advised Fund.

Charles Lees is a Series 66-credentialed financial advisor with one year of industry experience. He is currently with Citizens Securities, Inc. and has prior experience working at Citizens Bank, Valley Bank, and Movement Mortgage. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program with ETF-based portfolios and a managed account program, operating as both a broker-dealer and insurance agency.

Max Elfenbein is a financial advisor at Corient with four years of industry experience. He holds the Series 65 designation and has held prior roles at Radnor Financial Advisors and The Springhaven Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation.

Norman Wilde III is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firms since 1990. 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 brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Gonzalez is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Beacon Pointe Advisors, LLC in various roles since 2020 and previously held positions at SEI Investments Management Corporation. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private markets.

Ashaki Caquias is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities, Caquias held positions at Fidelity Investments and JP Morgan Chase. Outside of finance, Caquias owns a production company, Soyini Inc., and operates an at-home cupcake business, Simply Blended Cupcakes. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Gwendolyn Saunders is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 10 years. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors, utilizing both discretionary and non-discretionary arrangements and a variety of portfolio management solutions.

Rizwan Khokhar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at KeyBank and New York Life Insurance Company. Outside of his advisory work, he owns Grizzly Meals LLC, a healthy meal prep company, and works as a food delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs through a mix of discretionary and non‑discretionary approaches.

Roger Caceres is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Conshohocken, PA, with two years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wilmington Savings Fund Society, as well as teaching at DeVry - Keller School of Business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Rosemary Sobrinski is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2023, with prior experience at Trinity Wealth Securities, LLC and Florida Financial Advisors. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Dylan Smith is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at Fidelity Investments and AlphaView Wealth Advisors. Citizens Securities serves retail clients, 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 a Managed Account program, with operations integrated within its broker-dealer and insurance activities.

Mohammed Zubairu is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Hoopoe Capital Markets, LLC, Hoopoe Advisors, Santander Securities, and Navy Federal Brokerage Services. He is also a service member in the US Navy Reserve, performing aircraft maintenance. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and managed accounts while operating as a broker-dealer and insurance agency.

William Keller is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He has been with Citizens Securities since 2002 and holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Alexander Vitek is a financial advisor at Janney Montgomery Scott with a Series 66 designation. He has been with Janney since 2024 and has prior experience in various roles outside the financial industry, including work with Sapling Inc., Denver Public Schools, and City Squash. 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 client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party management.