Dylan Smith is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He previously worked at Fidelity Investments and AlphaView Wealth Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage and insurance services. The firm’s advisory programs include a digital platform using proprietary algorithms for ETF portfolios and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Mohammed Zubairu is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Hoopoe Capital Markets, Santander Securities, and Navy Federal, alongside active service in the U.S. Navy Reserve since 2014, where he performs aircraft maintenance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both 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 the Series 63 and Series 65 designations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory program and a Managed Account program.

Alexander Vitek is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. His work history includes positions outside the financial industry, including roles at Denver Public Schools, Sapling Inc., and City Squash. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through in-house and third-party portfolio management.

Jacqueline Banister is a financial advisor at Lincoln Investment with 20 years of industry experience. She holds a Series 66 designation and previously worked at GWN Securities Inc., New England Securities, and Morgan Stanley. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers a variety of financial planning and portfolio management services, supported by an in-house Investment Management & Research team and a model portfolio approach.

Austin Drake is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc. Outside of his advisory role, he is involved with Porco's Porchetteria. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Patrick Heller is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, CUNA Mutual Group, and Equitable Advisors. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, and operates as a broker-dealer and insurance agency.

Matthew Taylor is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Permit Capital Advisors for six years. Taylor serves as an unpaid board member of Northeast Energy Center and is involved as a managing member or authorized principal in several unregistered investment funds related to energy and community impact. He also serves on the pension board of the Lower Merion Police and Public Employee Pension Plan without compensation. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation and manager selection, incorporating proprietary quantitative screens and private-market investment offerings as part of its comprehensive service approach.

Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with both Guardian Life and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the executive board for Coaches vs. Cancer's Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Michael Patitucci is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981 and holds the Series 63 designation. 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 plan sponsors, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Jeffrey Harvey is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He has worked with Merrill, Bank of America, and Rockefeller Capital Management. Outside of finance, he is a co-producer on "On the Road to Damascus," a three-season mini-series about the Apostle Paul and the Book of Acts. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Rodney Nicholson is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked with The Vanguard Group, Public Partnerships, TIAA, and PNC Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Charles Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Mark Madvedoff is a CFP® credentialed financial advisor with 45 years of experience at Janney Montgomery Scott. He has been with the firm since 1981. 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, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Dimitri Koutsiaftis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Benchmark Investments LLC and NewBridge Securities Corporation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kelly Jefferson is a Series 66-licensed advisor at Lincoln Investment with 14 years of industry experience. Based in Fort Washington, PA, Jefferson has held roles at Cincinnati Service Center and Five Season for over a decade each. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by its in-house Investment Management & Research team.

Kirsten Olsen is a financial advisor at William Blair with 12 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining William Blair in 2024, she worked at Dalkeith Group, LLC, The Rondout Group, and also operates Springbank Advisory LLC, a consulting business. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Robert Halligan is a ChFC® with 43 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 1988 and maintains a long-standing relationship with Penn Mutual Life Insurance Company dating back to 1979. Outside of his advisory role, he owns and operates Halligan Financial Partners, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Heather Robb is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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, consulting, and various advisory programs.

Christopher Pellegrino is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as CCO Investment Services and Citizens Bank. 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 managed with SigFig and a Managed Account program, operating also as a broker-dealer and insurance agency.

David Sandstead is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1997. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.