Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her work history includes roles at New York Life Insurance Company, NYLIFE Securities LLC, CCO Investment Services Corp, and Citizens Bank. 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 include a digital advisory program managed with SigFig and a Managed Account program, supported by its status as a broker-dealer and insurance agency.

Joseph Robostello is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Levy Wealth Management Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within Janney Montgomery Scott. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

Matthew Ayres is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and Citizens Bank since 2005. 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 and a Managed Account program, with a focus on ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Christopher Scheper is a financial advisor with TIAA-CREF in Philadelphia, PA. He holds a Series 65 designation and has been with TIAA since 2013, joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through customized and model portfolios.

Rexford Schilgen is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Levy Wealth Management Group, LPL Financial, and Pershing LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Victoria Robinson is a Series 66-licensed financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. She has held roles at Janney Montgomery Scott, Foreside Fund Services, Penn Mutual Life Insurance Company, and Penn Mutual Asset Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

David Bernstein is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with TIAA-CREF since 2007. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services to individuals—often those connected to TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor‑advised fund while operating within a vertically integrated structure using affiliated funds.

Nicholas Corialos is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, he has a background that includes work with Ancient Rode Farms. 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 operates both a digital advisory program and a managed account program, supporting a range of client investment needs.

Gregory Laudadio is a CFP® professional with eight years of experience in the financial services industry. He is currently with Principal Financial Services and leads Laudadio Wealth Management Group. His prior experience includes roles at Financial Advisors of Delaware Valley and Rubin Fortunato & Harbison. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and various business entities, offering financial planning, retirement plan consulting, and access to third-party money manager solutions.

Anthony Gambone is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Gambone is also licensed to sell life, health, annuity, long-term care, and disability insurance through Evolution Financial Group. 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, frequently utilizing third-party asset managers and model portfolios, and manages both discretionary and non-discretionary client programs.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to its executive team. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.

Lauren Mueller is a financial advisor with Commonwealth Financial Network in Wayne, PA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Sims Financial Services LLC and has a background that includes four years at Clark Construction Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

Rashon Howard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and previously at Penn Mutual Life Insurance Company and Citizens Securities, Inc. Howard is the founder and CEO of a networking group focused on bringing literacy and knowledge to the community through workshops, serves as a board member at La Salle University, and is an author of a book titled "Mentality of Success: Accountability Journal and Planner." He is also actively involved in Phi Beta Sigma Fraternity, serving in leadership and community service roles, and participates in a charitable foundation supporting financial professionals' development. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad adviser network, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, providing a range of investment services including discretionary and non-discretionary management through third-party asset managers.

Fabio Vozila is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and HSBC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm provides investment advisory programs and operates as a broker-dealer and insurance agency.

Sean Seese is a Series 66 licensed advisor with Rockefeller Financial LLC, based in Conshohocken, PA, and has 19 years of industry experience. He previously worked at Bank of America and Merrill and is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jonathan Rawl is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Citizens Bank, and AT&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Kramer is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Jennie Wilber is a CFP® professional with three years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC and Hotaling Investment Management. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm offers investment management and comprehensive wealth services through a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with third-party managers and a variety of investment strategies.