William Degener is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2013. Degener serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs and facilities in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and maintaining fiduciary standards when agreements are in place.

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.

Pascal Asiedu is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including logistics management, e-commerce, and merchandising. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

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.

Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he is the sole member of a business that sells a self-published book. 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 a range of financial planning services and manages both in-house and third-party investment strategies using strategic and tactical approaches.

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.

Brian Berlin is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2026. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, using model portfolios and customized strategies under a fiduciary standard.

Fernando Camacho is a financial advisor with TIAA-CREF, holding a Series 66 designation and 16 years of industry experience. He has worked at TIAA-CREF since 2017, following a prior role with PNC Bank and PNC Investments. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, employing a fiduciary standard and a range of advisory models including customized portfolio management.

Domenic Hipple is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and four years of industry experience. His prior work includes roles at LPL Financial and The Vanguard Group, Inc. Hipple has also worked in various positions at West Chester University and had short-term roles with the NFL Alumni Association and Ludham Bar and Grill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative and fundamental analysis overseen by an internal Investment Committee.

Rose Domine is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has worked at Janney since 2017. Outside of her advisory role, she has held positions in the hospitality sector, including at DoubleTree by Hilton Cherry Hill Philadelphia. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Wen Min Seow is a financial advisor at Citizens Securities, Inc. with three years of industry experience. Prior to joining Citizens Securities in 2025, Seow worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2022 to 2025, and has held roles at M&T Bank, PNC Bank, and other organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory options include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Edward Kelly Jr. is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Brinker Capital, Orion Portfolio Solutions, and Garden Leave. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a team-based investment process that combines internal management, relationship management, and governance committees to create customized portfolios and managed account programs, with a notable focus on servicing investment company clients.

Keith Jackson is a financial advisor with Transamerica Financial Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial LLC, Merrill Lynch, and World Financial Group. Outside of advisory work, he has been involved with Dale Properties and Asset Management for 15 years. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with both discretionary and non-discretionary program options.

Dennis Rosadio II is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Seurian Financial Services, Minnesota Life Insurance Company, Legacy Planning Partners, and Prudential. He has also experienced periods of unemployment between roles. 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 offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Konkol Construction and Tractor Supply Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Russell Valante is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1998 and holds Series 63 and Series 66 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 diverse client base with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Michael Stepanski is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, he was affiliated with Principal Life Insurance Co. and Principal Financial Group. He also held a role supporting his father as a registered private staff member focused on comprehensive financial planning and wealth management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.