Brittany Allenson is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she worked at Target and Reith Communications. In addition to 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 fundamental, technical, and cyclical analysis to create tailored asset allocations and regularly reviews client portfolios.

Shirley Antonini is a financial advisor with Key Investment Services LLC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Bank, and she has been involved with the Schuylkill Racquet Club for over 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

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.

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 a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.

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®-certified financial advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients comprehensive financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and utilizes Schwab’s proprietary research tools and asset allocation models.

Carson Rau is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His background includes roles at Charles Schwab, TD Ameritrade, Spring EQ, and NewDay Financial LLC. Outside of his advisory work, Rau previously worked with the Atlantic City Beach Patrol. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, delivering recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions and providing annual account reviews.

Kelley O Brien is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Grant Thornton LLP and PricewaterhouseCoopers LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies and offers proprietary private funds and an interval fund alongside comprehensive reporting and education services.

Robert Smee is a financial advisor at Private Advisor Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Private Advisor Group since 2010. Prior to that, he worked at LPL Financial beginning in 2006. Outside of his advisory role, he is involved with Brandywine Financial Management, which provides tax preparation and accounting services, and he operates R&D Photography. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Andrew Hogan is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Zeke Capital Advisors and Veritable LP. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Thrivent Financial For Lutherans and Thrivent Investment Management Inc. for 24 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar advisory platform with a range of investment and custody services.

Lisa Newsham is a financial advisor at Lincoln Investment with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and also works with the School District of Philadelphia. Lisa holds a Series 66 designation. 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 comprehensive financial planning and retirement plan advice, utilizing a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Matthew Arnold is a CFA® charterholder with 10 years of industry experience. He is currently a financial advisor at Creative Planning and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Arnold is also a licensed independent life and health insurance agent. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.