Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His career includes multiple roles within Citizens Bank and Citizens Securities dating back to 2010, as well as seven years at CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios and maintains a managed account program, operating as both a broker-dealer and insurance agency.

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cody Pittman is a financial advisor with Sequoia Financial Group, L.L.C., holding Series 65 and Series 66 licenses and totaling six years of industry experience. His career includes roles at Sequoia Financial Advisors since 2023, Zeke Capital Advisors since 2017, and a prior position at Morgan Stanley from 2016 to 2017. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a mix of model and custom portfolio strategies utilizing mutual funds, ETFs, individual securities, private and alternative investments, supported by fundamental, technical, and cyclical research alongside third-party due diligence.

Theodore Zak is a CFP® professional with 34 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of his advisory role, Zak volunteers as a teacher of investing principles at the University of Delaware Osher Academy, teaches continuing education courses for CPAs, serves on an advisory board for Surgent Professional Education, and holds leadership and board positions with the Rotary Club of Longwood Foundation and the Andrew McDonough B+ Foundation. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement consulting. The firm employs a mix of fundamental, technical, and quantitative strategies, with investment management available on both discretionary and non-discretionary bases.

Colin Cissne is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley. He is based in West Chester, PA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Matthew Hagopian is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Equity Services since 2021 and concurrently with National Life Group since 2019. Outside of financial advising, he has worked part-time as a delivery driver for a local pizza business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing a network of third-party asset managers and model portfolios.

Bryce Sisko is a financial professional at GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Before joining GWN Securities in 2025, he worked at Northwestern Mutual and Planet Fitness. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning consults, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Joel Freedman is a Certified Financial Planner® with 42 years of experience in the financial services industry. He currently works at Sanctuary Advisors, LLC and has held previous positions at Morgan Stanley and Wells Fargo Clearing. Freedman serves on the boards of multiple nonprofit organizations, including the Jewish Federation of Greater Philadelphia and Judith Creed Homes for Adult Independence. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent investment adviser representatives. The firm offers a variety of managed account solutions and employs multiple analytical approaches, operating as a fiduciary under written advisory agreements.

Adam Boyer is a financial advisor with Primerica Advisors, holding a ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple account types.

Christopher King is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and M&T Bank. Outside of his advisory work, he has held roles in educational institutions and gig economy services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered advisory and broker-dealer platform and reported approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Jeniece Mc Clary is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, and Northwestern Mutual. She serves as Treasurer and Board Member for the charitable organization Programs for Parents, assisting with fundraising efforts. Citizens Securities serves a wide retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency with a range of investment solutions.

Jon Walton is a CFP® professional with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2008. He is also the founding partner and CEO of Independence Wealth Advisors, Inc., a role he has held since 2007. Outside of his advisory work, he is involved in car collecting and trading as a sole proprietor. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers its advisors access to diverse investment products and discretionary model portfolios managed by its in-house Investment Management and Research team.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Zeke Capital Advisors, LLC and Citigroup Global Markets. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management supported by an Investment Policy Committee, incorporating a variety of investment vehicles and research methods.

Alan Fishman is a CFP® with 33 years of industry experience, currently serving at Equity Services, Inc. since 1992. He holds Series 63 and has worked concurrently with National Life throughout his career. Outside of financial advising, he serves on the Special Funds Committee of Or Ami Synagogue, assisting in the oversight of endowment withdrawals and investment education for the board. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management for individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that often utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Stefen Blasingame is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James & Associates, Boston Harbor Wealth Advisors, and Edward Jones. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates with both advisory and broker-dealer capabilities and employs a platform incorporating third-party asset managers with discretionary and non-discretionary account options.

Michael Bertotti is a financial advisor with PNC Wealth Management holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

James Butler is a CFP® and ChFC® with 41 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, FourFront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Evan Salter is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Cordasco Financial Network, Inc. and Cordasco Financial Network, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Joseph Salehi is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, JP Morgan Securities, Citigroup, and Santander Securities. 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 and brokerage services, with advisory programs that include a digital advisory platform and managed accounts.