Edward Golden is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life Insurance Company and MassMutual Life Insurance Company. 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 features a digital advisory program and a managed account program, operating as both a broker-dealer and an insurance agency.

Michael Vinci is a Series 65 licensed advisor with Hightower Advisors, based in Cherry Hill, NJ, and has six years of industry experience. Prior to joining Hightower in 2023, he was involved with Smart Soccer 101 and Wealth CMT for six years. Outside of his advisory work, he serves as a therapy dog handler, providing emotional wellness support at client-requested locations. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Joshua Gonzalez is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes roles at Citigroup Global Markets, Inc., Merrill, and Bank of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a mix of investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory platform with ETF-based portfolios and traditional brokerage services and is wholly owned by Citizens Bank, N.A.

Nancy Heffner is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Heffner serves on the Board of Directors for the nonprofit Women in Transition, where she chairs the Development Committee and is a member of the Finance Committee. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with a strategic investment approach driven by its in-house Investment Management & Research team and incorporates third-party managers and model portfolios.

Mimi Drake is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 63 designation and previously worked at Permit Capital Advisors, LLC for 11 years. Ms. Drake serves on several boards, including as Chairperson of Hudson Global and as a board member of multiple non-profit organizations such as Ben Franklin Technology Partners, Philadelphia Financial Scholars, and The Shipley School. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with a client-specific investment approach, combining quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions.

William Degener is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch. He serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers diverse portfolio management solutions, including separately managed accounts and unified managed accounts, and incorporates a range of analytical approaches while acting as a fiduciary under advisory agreements.

John Battista is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as trustee for an irrevocable trust established for his parents. 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 operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Mackenzie Swartz is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. Swartz holds Series 63 and Series 65 licenses and has previously worked at firms including Nylife Securities LLC, New York Life Insurance Company, LPL Financial, LLC, and Commonwealth Investment Management Group LLC. 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 approach includes a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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 a Series 66 credential and three years of industry experience. Her prior roles include service at the United States Air Force Airman & Family Readiness Center and time spent at Eastern Washington University. She is also involved with 7:12 Financial LLC, where she performs client communication and appointment preparation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of independent advisors.

Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Valic Financial Advisors and Ameriprise. Outside of his advisory role, he is the sole member of a business that sells a self-published book. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

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 nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Charles Schwab, TD Ameritrade, Merrill, Bank of America, and New York Life Insurance. 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 provides a digital advisory program utilizing proprietary algorithms as well as managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Dana Mosk is a CFP® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2015. Prior to her advisory career, she was involved in education through substitute teaching and worked with the Philly Kidz After School Enrichment Program. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm operates a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to support client goals.

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 in Philadelphia, PA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Charles Schwab, and PNC Investments. He has been with TIAA-CREF since 2017. TIAA‑CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized portfolios managed under client-approved investment policies.

Domenic Hipple is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial and The Vanguard Group, Inc. Outside of his advisory work, he has been involved with the NFL Alumni Association. Wealth Enhancement Advisory Services provides financial planning and asset management to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Alexander Sawickij is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018. Outside of his advisory role, he volunteers part-time with the Atlantic City Ballet, assisting with stage setup and prop handling. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients and high-net-worth individuals. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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, Seow worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2022 to 2025. Seow holds Series 63 and Series 66 licenses. 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. Its advisory offerings include a digital advisory program focused on ETF-based portfolios using proprietary algorithms, alongside commission-based brokerage and non-discretionary services.