Gary Bickham is a financial advisor at Citizens Securities, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group Inc and Primerica. 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 a digital advisory program that recommends ETF-based portfolios using proprietary algorithms, though this represents a small portion of its overall advisory activity.

Justin Maritato is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and joined Citizens Securities in 2026 after five years at Equitable Advisors, LLC. Prior to his financial services career, he was employed at Applebees and attended Seton Hall University. 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, brokerage, and insurance services, including a digital advisory platform utilizing ETF-based portfolios and proprietary algorithms.

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth programs, and access to Alternative Investments.

Steven Mueller is a Series 66-credentialed financial advisor at Lincoln Investment with 13 years of industry experience. He has been with Lincoln Investment since 2012. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using advisor-managed and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Terraine Johnson is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding a Series 66 license and three years of industry experience. Prior to joining TD Private Client Wealth LLC, Johnson worked at TD Bank N.A., Bank of America, Merrill, Citizens Securities, Inc., and PNC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody services through a range of proprietary and third-party investment strategies.

David Wilson Jr. is a financial advisor at Osaic Institutions, Inc. with 33 years of industry experience. His prior roles include nearly a decade at JPMorgan Chase Bank and J.P. Morgan Securities, six years at Morgan Stanley, and two years at Lehman Brothers. Outside of his advisory work, he is an officer at Feige Associates Inc. and Proudfoot Capital Advisors Inc., both involved in real estate investment management. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that integrates a lending marketplace and third-party manager arrangements.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, with additional involvement at Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Jennifer Fisher is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America and Merrill from 2016 to 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning, utilizing a variety of investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

Kelly Connors Ferrante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Ascend Analytics and Ball Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through integrated services linked to Empower’s recordkeeping and administrative platforms.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation and BNY Mellon Advisors, Inc. Outside of his advisory role, he serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. Lincoln Investment Planning, LLC is a large enterprise firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive investment strategies.

James Flaherty is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. He joined Janney Montgomery Scott in 2026. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sean Mcaneney is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Voya Financial Advisors. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with an emphasis on both discretionary and non-discretionary management.

Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. 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 regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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, corporate and retirement plan sponsors, and charitable and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kyle Comerford is a CFP® professional with five years of industry experience, currently advising at Rockefeller Financial LLC. His work history includes positions at Merrill and Bank of America before joining Rockefeller, where he has been since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and offers a consolidated investment platform featuring discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Hannah Sodicoff is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, she worked at Merrill and has held roles outside finance, including positions at the Middle East Media Research Institute and Urban Outfitters. Janney Montgomery Scott 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, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Nancy Guynn is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 22 years of industry experience. She has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she serves on the finance committee of St. Genevieve School, where she reviews the school budget to assist with tuition planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of advisory platform options.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Lawrence Yerkees is a financial advisor at Oppenheimer with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 1992. Outside of his advisory work, he serves as a trustee for a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory approaches.

Joel Freedman is a Certified Financial Planner® with 42 years of experience in the financial services industry. He currently works at Sanctuary Advisors, LLC and has held previous positions at Morgan Stanley and Wells Fargo Clearing. Freedman serves on the boards of multiple nonprofit organizations, including the Jewish Federation of Greater Philadelphia and Judith Creed Homes for Adult Independence. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent investment adviser representatives. The firm offers a variety of managed account solutions and employs multiple analytical approaches, operating as a fiduciary under written advisory agreements.