David Wilcox 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 HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. before joining Citizens Securities in 2024. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig, as well as a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jeffrey Detwiler is a financial advisor with Citizens Securities, Inc. in Reading, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ivor Mills III is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he owns rental properties. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with prior TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Elijah Vottero is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, following roles at Ditech Home Loans and Discover Financial Services. Based in Fort Washington, PA, he has provided financial services throughout his career. 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 financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Lance Rultenberg is a financial advisor with Commonwealth Financial Network in Jenkintown, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Commonwealth since 2000. Outside of his advisory role, he operates a tax preparation and general accounting service as a sole proprietor. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Carolyn Oh is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Sagepoint Financial, and Goldman Sachs. She is also involved in providing investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Richard Resling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His work history includes positions at KeyBank and PNC Investments. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client direction in model selection alongside ongoing monitoring and oversight.

Robert Davis is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc. and Realta Investment Advisors, Inc. for over a decade. Davis also serves as a financial advisor for Monumental Wealth, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing tailored investment strategies while offering formal retirement-plan advisory and pension consulting services.

Jessica Miller is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model separating one-time planning from ongoing portfolio management and manages donor-advised funds while using affiliated investment products within its vertically integrated structure.

Matthew Prince is a Series 65 licensed financial advisor with four years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Financial Engines Advisors L.L.C., Sharp Wealth Advisory, LLC, Buckingham Strategic Wealth, LLC, Econ Wealth Management, and BDFS Capital LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses multiple sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent acquisitions.

Kevin Crook is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James and Associates, Principal Funds Distributor, and Principal Life Insurance Co. He serves as a board member for Special Equestrians. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Joseph Faragasso is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and Western Southern Life. 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 and traditional managed account programs, and is wholly owned by Citizens Bank, N.A.

Glenn Meyer is a CFP® and ChFC® with 31 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2018, following 25 years at GDM Advisory Group, Ltd. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Zachary Fernberger is a financial advisor at William Blair with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Foreside Fund Services, LLC, and WisdomTree Asset Management, Inc. Outside of his advisory role, he is a partner at Bluebell Ventures, an investment-related business based in New York. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Jan Cummins is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding CFP®, Series 63, and Series 65 credentials and bringing 45 years of industry experience. She has been with Janney Montgomery Scott since 2003. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Rubiel Tineo is a financial advisor with Citizens Securities, Inc. in Flourtown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Citizens Securities and Citizens Bank in 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2021 to 2025, Citigroup from 2018 to 2021, and J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2018. He also performs notary services as an outside business activity. 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, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Michael Greene is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Loop Capital Markets. PNC Wealth Management offers retail brokerage and advisory services using model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and implements portfolios through third-party strategists and approved models.

Sean Fasanella is a financial advisor with Sanctuary Advisors, LLC in Moorestown, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked at Merrill from 2018 to 2021 and Kempersports Management from 2016 to 2018. He also serves as a Battalion Signal Officer in the New Jersey Army National Guard. Sean is involved with real estate investment activities through Dragonfly Hudson Investment LLC, focusing on home renovation for resale. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent adviser representatives and offers a range of advisory solutions, including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for over four decades. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform of affiliated trust, insurance, and brokerage services.

Richard Dodd is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Rockefeller Financial LLC with six years of industry experience. His prior experience includes positions at Bank of America, Merrill, and FS Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform. The firm is also a registered broker-dealer and provides placement and investment banking services alongside discretionary, non-discretionary, and model-delivery investment solutions.