David Holin is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Independent Financial Partners and has been affiliated with Fuhrman Management Associates for over ten years. Outside of his advisory role, he owns Fuhrman Management Associates, a non-investment DBA entity. Independent Financial Partners serves a nationwide network of independent advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform focused on individualized investment strategies and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Ryan De Haven is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked in education and retail, including roles at West Chester University, Giant Food Stores, Pennridge High School, and Central Middle School. Outside of financial services, he is involved with Brain and Barrel. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

James Simon is a financial advisor at Citizens Securities, Inc. in Lansdale, PA, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, while also operating as a broker-dealer and insurance agency.

Michael Warren is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citizens Securities, Inc., AXA Advisors, LLC, and Becton Dickinson, along with service in municipal roles for the Town of Haverstraw and an academic affiliation with Bloomsburg University of PA. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital, discretionary model account available via an invitation-only employee pilot that uses algorithm-driven risk assessment and delegates portfolio management to approved third parties.

Raymond Regalbuto is a financial advisor at Janney Montgomery Scott with credentials including Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at FS Investment Solutions, Mondrian Investment Partners, and BG Capital. In addition to his advisory role, he has an ongoing involvement with Saloon Restaurant. Janney Montgomery Scott LLC is a large firm managing approximately $110 billion in client assets, serving a diverse clientele that includes individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, employing a combination of in-house and third-party portfolio management across multiple wrap programs and managed accounts.

Michael Dwyer is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Michael is a partner in Dwyer Wealth Management LLC, an entity used for managing business expenses alongside two other partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Carolyn Seiter is a CFP®-designated financial advisor with Principal Financial Services in Wayne, PA, bringing three years of industry experience. She has worked with Laudadio Wealth Management Group and Principal Life Insurance Company and serves as Vice President of Sunnyside Kitchen, LLC, a business involved in cooking demonstrations and merchandise sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Edward Golden is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, with seven years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at NYLife Securities, LLC and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on ETF portfolios and a separate Managed Account program, alongside commission-based brokerage and non-discretionary services.

Joshua Gonzalez is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Citigroup Global Markets, Inc., Merrill, and Bank of America, N.A., reflecting a long tenure in financial services. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, with a focus on both discretionary and non-discretionary business.

Nancy Heffner is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Outside of her advisory role, she serves on the Board of Directors of Women in Transition, where she is Chair of the Development Committee and a member of the Finance Committee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a strong focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing a combination of in-house and third-party strategies overseen by a dedicated Investment Management & Research team.

Mimi Drake is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and three years of industry experience. She previously worked at Permit Capital Advisors, LLC for eleven years before joining Cerity Partners. Outside of her advisory role, she serves on multiple non-investment related boards, including Hudson Global, where she has been Chairperson since 2022, and several nonprofit organizations such as Ben Franklin Technology Partners and The Shipley School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio management.

John Battista is a financial advisor with Citizens Securities, Inc. in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as trustee for an irrevocable trust for his parents. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services.

Mackenzie Swartz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company and LPL Financial, LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program focused on ETF-based portfolios and maintains multiple business lines, including commission-based brokerage.

Erika Ribbens is a financial advisor at Lincoln Investment with three years of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at the United States Air Force Airman & Family Readiness Center. She is also involved with 7:12 Financial LLC, where she provides client communication and appointment preparation services. 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 advisory programs that utilize both strategic and tactical investment approaches.

Duane Pinnock is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Kestra Advisory, Kestra Investment Services, and Pacific Life Insurance. He has also been involved with True Light Fellowship Church in a non-investment capacity. 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 a range of portfolio management and financial planning services supported by multiple third-party asset management programs and extensive industry affiliations.

Nicholas Pileggi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Marshall Financial Group and The Fairman Group, LLC. Outside of his advisory role, he is a part owner of Pileggi Property Group, LLC, which involves managing tenant correspondence for rental properties. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Peter Damico is a financial advisor with Kestra Advisory, holding a Series 66 credential and 23 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he serves as Board Chair of Youth Action, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Beverly Roun is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Charles Schwab, TD Ameritrade, Merrill, and New York Life Insurance. Beverly is based in Princeton, NJ. 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 platform using proprietary algorithms and a managed account program, while also functioning as a broker-dealer and insurance agency.

Dana Mosk is a CFP® professional affiliated with Private Advisor Group, LLC, with 11 years of industry experience. She has worked at LPL Financial and Private Advisor Group since 2015. Prior to her financial advisory career, Mosk was involved in education-related roles including substitute teaching and participation in the Philly Kidz After School Enrichment Program. Private Advisor Group 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 retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.