Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, as well as holding multiple positions at Drexel University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment advisor and a registered broker-dealer with integrated services including placement and investment banking.

Hinesh Modi is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2002 and holds the Series 66, Series 63, and Series 65 licenses. Modi is also a trustee of his own revocable trust. 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 and a Managed Account program, while operating as a broker-dealer and insurance agency.

Heidi Zirnkilton is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and two years of industry experience. Her prior roles include positions at Zeke Capital Advisors and Northwestern Mutual, as well as academic involvement at the University of Miami. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

George Balocik is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Guardian Life, Cetera, and BPG Planning, among others. He is also involved in the sale and service of fixed annuities and insurance in a brokerage capacity. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio options, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

Xuping Fan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also serves as president of Management Group of Dragon Inc, a company managing her family's business-related transactions and expenses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Joseph Persichetti is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera, Investors Bank, and HSBC Bank USA N.A. 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 approach includes a digital advisory platform and managed accounts, supported by its affiliation with Citizens Bank, N.A.

Kyle Maylish is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and SEI Investments. 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 approach includes both a digital advisory program utilizing proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Steven Williams is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 66 designations with 28 years of industry experience. He has been with Citizens Securities since 2009. 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 approach includes a digital advisory program and a Managed Account program, functioning also as a broker-dealer and insurance agency.

Bret Michael Destefano is a financial professional at GWN Securities Inc. with four years of industry experience. He holds the Series 66 designation and has previously been associated with Kades-Margolis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a blend of discretionary portfolio management, model portfolios, and a mix of affiliated and unaffiliated sub-advisers, utilizing both strategic asset allocation and tactical, momentum-based strategies.

Martin Schamis is a CFP® and holds a Series 66 designation with 25 years of industry experience. He is affiliated with Janney Montgomery Scott in Philadelphia, PA, where he has worked since 2015. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Brett Williams is a financial advisor at Independent Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sealy Investment Securities, LLC and Cole Capital Corporation. Outside of his advisory role, he serves as an officer and director for the Upper Freehold Regional Men’s Softball League and is a board member on the Upper Freehold Regional School District finance committee. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party managers to tailor client investment profiles.

William O Rielly III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Truist Investment Services, BB&T Securities, and SunTrust Advisory Services. He serves as an independent investment advisory board member for the Salvation Army’s Southern Territory, reviewing its global multi-asset class portfolios. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion across a diverse client base, including individuals, families, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers financial planning, brokerage services, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Jeremiah Riethmiller is a financial advisor with Hightower Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Hightower Securities since 2015. Outside of his advisory role, he serves on the Business Economics Advisory Board for Penn State Erie, providing curriculum input and supporting the business program through occasional consultations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, 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, employing both active and passive strategies across public and private asset classes.

Scott Kaminsky is a CFP® with 29 years of industry experience, currently advising clients at Janney Montgomery Scott since 2022. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Outside of his advisory role, Kaminsky is the owner of Senkai Strength LLC, a fitness gym in Gainesville, FL, which is managed by his son and a gym consultant. 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 client base, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Zach Cohen is a financial advisor at PNC Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Lincoln Financial Network. Cohen is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services, including a model-based Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, employing mutual funds and ETFs with annual rebalancing.

Isaiah Cooper is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and five years of industry experience. He has been associated with Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Before entering the financial services industry, he spent four years at Bloomsburg University. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, focusing primarily on non-discretionary assets and fiduciary responsibilities in retirement investing.

William Chambley is a CFP®-credentialed financial advisor with 25 years of industry experience. He has been with Hornor, Townsend & Kent LLC since 2015 and also maintains a role with Penn Mutual Life Insurance Co. Outside of his advisory work, he is an agent at Keystone Financial Group, a multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of client assets on a non-discretionary basis.

Pamela Lepore is a financial advisor at Lincoln Investment with 26 years of industry experience. She holds the CFP® designation and Series 63 license. Pamela has been with Lincoln Investment Planning, Inc. since 1999. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs.