Alexander Bezugly is a financial advisor with Citizens Securities, Inc. in Jenkintown, PA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One Investing. He is also involved with Zoogs Holding LLC, a personal non-investment business entity. 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 features a digital advisory program using proprietary algorithms for ETF portfolios as well as traditional managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Noam Zilberstein is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has previously worked at Willis Towers Watson and Hays Companies (now Brown & Brown). Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Clark Stossel is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management from 2013 to 2017. Stossel has been with Independent Financial Partners since 2017. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, and is noted for its retirement-plan advisory and pension consulting services.

Inga Bekareva is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Citigroup and JPMorgan Chase Bank. Outside of her advisory role, she manages a limited short-term rental through Airbnb at her primary residence. 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 features both a digital advisory platform and managed account programs and operates as a broker-dealer and insurance agency.

Dmitriy Hazan is a financial advisor at Citizens Securities, Inc. in New York, NY, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Citibank. Outside of his advisory role, he is involved with Summit Educational Group as an academic tutor and serves as a board member for the UJA Federation, a charitable organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, and it operates as a broker-dealer and insurance agency.

Brett Hyman is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

Luke Hebert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and is also involved with EBA Consulting. Prior to his current roles, Hebert held various positions including multiple terms at High Point University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Jackson Davey is a Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Jonathan Turner is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His previous roles include positions at Valic Financial Advisors, AGIA, The Vanguard Group, and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that utilizes proprietary algorithms and client risk profiling to recommend ETF-based portfolios.

Binnie Footer is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding a Series 63 designation and 45 years of industry experience. He has been with Janney Montgomery Scott since 1989. Outside of his advisory role, he serves as president of The Footer Family Foundation, a charitable organization that makes donations to public charities. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Finelli is a financial advisor at Clearstead with 24 years of industry experience. He holds a Series 65 designation and previously worked for MyCIO WEALTH PARTNERS, LLC for 19 years before joining Clearstead. He is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment approach, utilizing portfolio analytics, manager research, and strategic asset allocation, and manages approximately $33.9 billion in assets.

Kyle Robostello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott and its affiliated entities 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 a broad client base including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Brown is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients comprehensive financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and utilizes Schwab’s proprietary research tools and asset allocation models.

Carson Rau is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His background includes roles at Charles Schwab, TD Ameritrade, Spring EQ, and NewDay Financial LLC. Outside of his advisory work, Rau previously worked with the Atlantic City Beach Patrol. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, delivering recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions and providing annual account reviews.

Kelley O Brien is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Grant Thornton LLP and PricewaterhouseCoopers LLP. Beacon Pointe Advisors, LLC provides wealth advisory, 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 across active and passive strategies and offers proprietary private funds and an interval fund alongside comprehensive reporting and education services.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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 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 advisory programs.

Robert Smee is a financial advisor at Private Advisor Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Private Advisor Group since 2010. Prior to that, he worked at LPL Financial beginning in 2006. Outside of his advisory role, he is involved with Brandywine Financial Management, which provides tax preparation and accounting services, and he operates R&D Photography. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Albert Pierce is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2011. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Hornor, Townsend & Kent in 2026, she spent 24 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.