Nicholas Corialos is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, his background includes roles at West Chester University of Pennsylvania and involvement with Ancient Rode Farms. 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 program and managed accounts, operating as a subsidiary of Citizens Bank, N.A.

Gregory Laudadio is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Laudadio Wealth Management Group and Financial Advisors of Delaware Valley. He is co-owner of Laudadio Wealth Management LLC, an operational entity established as a formal partnership with Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with advisory programs delivered through both adviser and promoter arrangements.

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 industry experience. 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 the executive team. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, charities, corporations, and high-net-worth clients, and is noted for its specialized 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 bringing 10 years of industry experience. His career includes roles at Hornor, Townsend & Kent since 2019, Penn Mutual Life Insurance Company since 2018, and Citizens Securities, Inc. from 2016 to 2018. Outside of advising, he is the founder and CEO of a networking group focused on community workshops covering finance, real estate, credit repair, mental health, and business development, and serves on the board of La Salle University. He is also involved with Phi Beta Sigma Fraternity Inc. in leadership roles supporting community service and minority business resources. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

John Bratton III is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Triad Advisors, LPL Financial, and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

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 previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and HSBC Bank USA N.A. Citizens Securities serves individual and high-net-worth investors through investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Trevon Kanavy is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brokers International Financial Services since 2009. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products and owns TL Capital, Inc., a separate business entity. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Sean Seese is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Mr. Seese 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

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.

Jennifer Burkhardt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. She has worked with various Truist entities including Truist Investment Services and BB&T Securities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary arrangements.

Mark Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at The Vanguard Group, Inc. Outside of his advisory role, he is an independent freelance musician who occasionally performs professionally. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Howard Sheckman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Samson Wealth Management Group. He is also an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Jason O’Meara is a CFP® professional with 11 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2020. His prior experience includes roles at SFG Wealth Planning, Prudential Financial Planning Services, and The American College of Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Michele Burkholder is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. She has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2013. In addition to her advisory role, she is involved in life insurance brokerage through her partnership in The Burkholder Team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm combines financial planning and consulting with client-directed implementation and oversight.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Anthony Lanzone is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019. Prior to joining Janney, he held positions at the University of Pittsburgh and the Philadelphia Country Club. 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 advisory programs with a combination of in-house and third-party portfolio management.

Aida Gonzalez is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of The National Drifters Incorporated, a social organization that hosts annual fundraising events for academic scholarships. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and various entities, often those connected through TIAA-administered retirement plans. The firm’s advisory model combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.