Ronald Dana Anthony

Arjun Goel is a financial advisor at Cagr Finance LLC with a Series 65 credential and one year of industry experience. He previously worked at Evolution Finance Inc. for eight years and has experience at Smith School of Business. Cagr Finance LLC is an SEC-registered investment adviser that provides discretionary, model-based asset management exclusively through an interactive web platform and automated trading. The firm combines fundamental, value-oriented analysis with proprietary ratings and algorithm-driven portfolio management, serving individual and high-net-worth investors via a digital-only delivery model.

Douglas Root is a financial advisor at Clarity Financial Advisors LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Pruco Securities LLC. Outside of his advisory role, he has served as IT manager and administrator at Greenwood Mennonite School and has worked as a delivery driver for ChoiceBooks. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and utilizes third-party platforms and sub-advisers as needed.

Michael Redmond is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Kestra Advisory Services, WFG Investments, and Equity Services. Outside of his advisory role, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services with an investment approach that emphasizes tactical diversification and customized asset allocation.

Sean Merlonghi is a CFP® with 13 years of industry experience. He is currently an advisor at Dakota Wealth, LLC, having joined the firm in 2025. Prior to this, he worked at Lokken Investment Group, LLC for seven years, and also held positions at Wells Fargo Clearing and Edward Jones. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and charitable organizations. The firm provides customized wealth management and investment services, emphasizing long-term portfolio construction and ongoing due diligence, with a notable role as manager and general partner to private funds and engagement as a sub-adviser to a registered ETF.

Andreas Caruso is a financial advisor at Diversify Wealth Management, LLC, holding a Series 65 credential. He joined the firm in 2025 and is based in Lewes, Delaware. Prior to his advisory role, his background includes multiple periods of full-time education at the University of Delaware and experience in various positions outside the financial industry. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm uses a tactically diversified investment approach across multiple platforms, incorporating mutual funds, equities, fixed income, ETFs, private equity, and alternative strategies, with discretionary and non-discretionary management aligned to clients’ objectives.

Jay Middleton is a ChFC® charterholder with 29 years of experience in the financial services industry. He has worked at firms including One North Wealth Services, LLC, Ocean View Advisory LLC, and Lokken Investment Group, LLC before joining Dakota Wealth, LLC in 2025. He is currently dually registered as an investment advisor representative with Dakota Wealth and Lokken Investment Group on a temporary and transitional basis. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement advisory services. The firm builds customized, primarily long-term portfolios using a variety of investment vehicles and maintains an active role as a manager and general partner in private funds and as sub-adviser to a registered ETF.