Paul Keller is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, Amazon, and Bank of America. Outside of his advisory role, he works part-time as a waiter and host at an Italian restaurant on weekends. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory and brokerage services. The firm offers both discretionary and non-discretionary investment management, focusing on equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

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.

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.

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.

Brittany Allenson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Bankers Life Securities, Inc. since 2019 and Bankers Life & Casualty, Inc. since 2018. Outside of 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 a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, and is affiliated with CNO Financial Group and related mortgage and insurance businesses.

Shirley Antonini is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 credentials. She has 17 years of industry experience, including prior roles at Wells Fargo and KeyBank. Outside of her advisory work, she has a long-standing association with the Schuylkill Racquet Club. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and leverages a multi-provider model combining internal and third-party portfolio management, with a significant portion of assets managed on a non-discretionary basis.

Victoria Mcdonald is a financial advisor with Lincoln Investment who holds the CFP® designation along with Series 63 and Series 65 licenses. She has 40 years of industry experience and has been with Lincoln Investment Planning, Inc. since 1986. In addition to her advisory work, she is a partial owner of Budding IP Properties, an LLC created to purchase rental properties, though she does not have an active management role. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of third-party managers, with a history of working extensively with educators and 403(b) and 457(b) program participants.

Alexander Bezugly is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One. He is also associated with Zoogs Holding LLC, a personal vehicle registration entity. 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 offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

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.

Brett Hyman is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 credential and has previous work experience at Merrill Lynch and several hospitality companies. Outside of his advisory role, he is the owner of a music content business that distributes streaming content on platforms such as Spotify and Apple Music. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering a range of advisory programs and consulting services with a mix of discretionary and non-discretionary portfolio management. The firm also maintains custody of client assets and operates both advisory and broker-dealer businesses.

Harry Forst is a CFP® certificant with 43 years of experience as an advisor at Lincoln Investment Planning, Inc. in Horsham, PA, where he has worked since 1983. He holds Series 63 and Series 65 licenses. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and 403(b) and 457(b) program participants. The firm combines advisor-led consulting with in-house investment management and third-party managers, offering a range of platforms and portfolio management options.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and has previously worked at Carson Wealth, Stonecrop Wealth Advisors, LaSalle St Investment Advisors, and as a Retirement Planning Specialist. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management with an emphasis on corporate, institutional, and high-net-worth clients.

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. 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.

Michael Hennessy is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has five years of industry experience, including roles at Cumby, Spencer & Associates Financial Group and Nylife Securities LLC. Outside of advisory work, he operated under the DBA Cumby, Spencer & Associates Financial Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

Carson Rau is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with six years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, Spring EQ, NewDay Financial LLC, and the University of Delaware. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment decisions, with a focus on client goals and risk tolerance.