Brayden Sauerbier is a financial advisor with Hightower Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Hightower Advisors in 2021, he worked at State Street and Ameriprise Financial Services. Outside of his advisory role, he is involved with Fairways and Dreams, an indoor golf simulator business in Conshohocken, PA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on multi-manager solutions, manager selection, and the use of proprietary research, offering a broad range of portfolio management and financial planning services.

Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.

Collin Deysher is a Series 66 licensed advisor with Kestra Advisory, bringing six years of industry experience. His prior roles include positions at The Vanguard Group and several financial services firms. He provides investment advisory and retirement plan services through Kestra Advisory Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, including large institutional investors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Kevin Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at The Vanguard Group and Facet Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation, active and passive management, and research-driven factor premiums, supported by an internal Investment Committee and various specialized programs.

Kristin Marinis is a CFP® and Series 66-registered financial advisor with Oppenheimer in Haddon Township, NJ, where she has worked for 14 years. Her entire industry experience has been with Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, offering strategic and tactical asset allocation across multiple asset classes, and manages approximately $36.7 billion in assets as of the end of 2025.

Wade Hartz is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include five years at Morgan Stanley Smith Barney LLC and nine years at Delaware Valley Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Douglas Batten is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and complex market roles.

Steven Auerfeld is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment strategies.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform and managed accounts, operating as a full-service broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

Timothy Holland is a CFA® charterholder with 13 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital Investments and Pictet Asset Management. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and manages approximately $64.8 billion in assets across multiple delivery platforms.

Kathryn Clearwater is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has worked in both staffing and retail prior to joining Janney. Janney Montgomery Scott 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Alexander Bezugly is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One Investing. He is also involved with Zoogs Holding LLC, a personal business venture unrelated to investment activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm operates a digital advisory platform alongside managed accounts and maintains integrated bank, broker-dealer, and advisory functions under the ownership of Citizens Bank, N.A.

Noam Zilberstein is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and previously worked at Willis Towers Watson and Hays Companies (now Brown & Brown). Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporations, retirement plans, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Clark Stossel is a financial advisor at Independent Financial Partners with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management for four years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Inga Bekareva is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CiTIGROUP and JPMorgan Chase Bank. Outside of her advisory role, she operates a short-term rental on a limited basis from a separate apartment in her primary residence. 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 offerings include a digital advisory program managed with SigFig and a separate Managed Account program.

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 roles include positions at Bank of America, Merrill, and Citibank. Outside of his advisory work, he tutors students in academic subjects and test preparation through Summit Educational Group and serves as a board member for the UJA Federation. 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 feature both a digital advisory program and a Managed Account program, operating as a subsidiary of Citizens Bank, N.A.

Michael Jevic is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Power Home Remodeling Group, 7th Level Mortgage, Eastern Regional High School, Univers Workplace Solutions, and Montclair State University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors and manages approximately $36.7 billion in assets as of December 31, 2025.

Jackson Davey is a Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Jonathan Turner is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked 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 as well as individual retirement plans. The firm offers investment advisory programs—such as a digital advisory platform partnered with SigFig—and brokerage and insurance services, and is wholly owned by Citizens Bank, N.A.