Wallace Joseph Kennedy

Nicholas Shevland is a CFP® and CFA® credentialed advisor with 13 years of industry experience. He is the principal at Breakwater Wealth Management, an independent firm he joined in 2022 after working at DT Investment Partners, Janney Montgomery Scott, and Morgan Stanley. He is also licensed as an insurance agent, recommending insurance products in Millville, DE. Breakwater Wealth Management serves individual and high-net-worth clients by providing wealth management that integrates financial planning with discretionary and non-discretionary portfolio management. The firm emphasizes customized asset allocation primarily through exchange-traded funds and sponsors its own wrap fee program, managing nearly $40 million in client assets.

Michael Loftus is the principal of Loftus Wealth Strategies, an independent advisory firm, with 26 years of experience in the financial services industry. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research and United Planners' Financial Services of America. Outside of advising, he owns Loftus Coaching & Consulting, which provides consulting and marketing services to other financial advisors. Loftus Wealth Strategies is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies, providing discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Glen Harding is the sole advisor at Harding's Wealth Managers, Inc. in Millsboro, DE, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2006. Harding is also active as an independent insurance agent, selling fixed and indexed annuities as well as various life and long-term care insurance products. Harding’s Wealth Managers, Inc. offers personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides both discretionary and non-discretionary asset management, constructing custom portfolios using mutual funds, ETFs, and other exchange-traded products, with ongoing account monitoring and formal reviews at least semiannually.

Benjamin White is the sole advisor at D/W Financial Consultants LLC in Ocean View, Delaware, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led the firm since 2009. D/W Financial Consultants provides financial and retirement consulting mainly to plans, plan sponsors, and institutional clients, offering plan-level advice, fund selection assistance, participant education, and customized financial planning through a process of discovery, written recommendations, and periodic reviews. The firm typically recommends diversified portfolios by asset class and does not provide discretionary portfolio management or custody of assets.

Dane Krich is a Series 65-licensed financial advisor with Odyssey Investments, Corp., bringing five years of industry experience. In addition to his advisory role since 2021, he serves as the Manager of the Mid-Atlantic Symphony Orchestra and Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches courses at Morgan State University. Dane also operates K&M Artists, LLC, an artist management company. Odyssey Investments, Corp. provides wrap-fee portfolio management primarily to high-net-worth individuals, combining advisory and transaction services through a single wrap program. The firm employs a long-term investment approach focused on fundamental analysis and offers tailored portfolios including equities, fixed income, REITs, and precious metal ETFs.

John Farrell is a financial advisor at Greenwich Financial Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Financial Advisors since 2010. Greenwich Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm uses a variety of investment strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers specialized services such as corporate and personal tax planning, cost segregation studies, and corporate structure advice.