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.

Joseph Baker is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Ballast Financial Advisors, LLC, where he has worked since 2019 and serves as Managing Member and Chief Compliance Officer. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Baker is also the owner of a CPA firm, Ballast & Associates, LLC, which provides tax advisory services. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and occasionally third-party managers to implement individualized portfolios.

Mark May is a CFP® with two years of industry experience, currently serving as a financial advisor at Ballast Financial Advisors, LLC. His prior experience includes roles at JP Morgan Chase & Co. and various positions outside finance. He serves on the board of directors for People's Place, a nonprofit addressing social and mental health needs in Delaware. Ballast Financial Advisors, LLC serves individual and high-net-worth clients as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, standalone financial planning, and retirement plan consulting, employing a mix of analytical methods and occasionally using third-party money managers to implement client strategies.

Ricardo Cortes Avalos is a financial advisor at PNC Wealth Management with a Series 66 designation and four years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation as part of an employee pilot. The firm uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs, delegating implementation and proxy voting to third-party strategists.

Joseph Bataille is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, with prior roles at Bankers Life and its affiliated entities. Outside of his advisory work, he provides insurance products related to Medicare and other health coverage. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Linda Premo is a financial advisor at GWN Securities Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp. and CCF Investments, Inc. Outside of her advisory role, she is involved as a writing agent and independent contractor with New Directions Financial Group, providing insurance services to clients with specific coverage needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts.

Herley Gaston is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Thrivent, Gaston worked in various roles including positions at Crowe LLC and in education as a substitute teacher. He serves as a floating substitute within the Seaford School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs while keeping these services distinct.

Conor Williams is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he worked at Pacer Financial Inc and Pacer ETFS. Outside of his advisory role, he has been involved with Gidget's Gadgets, an entrepreneurial venture he has operated since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Andrew Casertano is a financial professional at Cetera with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at various insurance and financial services firms such as Securian Life Insurance and New York Life Insurance Company. Outside of advising, he is the author of a book titled *The Game of Wealth*. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

John Rittenhouse is a financial advisor with Edward Jones in Seaford, DE, holding a Series 66 license and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as a trustee for Harvest Christian Church and is the author of "The Blue Collar Exec," a faith-based self-help book, through which he also engages in motivational speaking and coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Melinda Tingle is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Outside of her advisory role, she teaches a college finance course on investments, serves as a board member of the Laurel Redevelopment Corporation, acts as president of the Good Samaritan Aid Organization, and is an advisory board member for the Carl M Freeman Foundation Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Leesa Mereider is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2021 and also maintains a role at M&T Securities since 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Glenn Sweeten Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2024, he worked at Edward Jones for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team and a broad platform accommodating both advisory and brokerage needs.

Amanda Lee is a financial advisor with Edward Jones, holding a Series 66 designation and having 18 years of experience with the firm. She serves as the board secretary for the Laurel Redevelopment Corporation. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients with a range of advisory programs and investment solutions under a fiduciary standard.

Gerald Peden Jr. is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2008, with additional experience at Fulton Financial Advisors, Fulton Bank, and Delaware National Bank. He serves as a finance and investment committee member on the board of the Indian River School District. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support roles rather than discretionary management.

Alexander Matthews is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Bonnie Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and over eight years of industry experience. Her prior experience includes roles at Edward Jones and Element Wealth Planning. Outside of her advisory work, she operates Sweetn Treats, a sole proprietorship bakery business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alison Tingle is a financial advisor with Edward Jones in Laurel, Delaware, holding the ChFC® and Series 66 designations and possessing 11 years of industry experience. She has been with Edward Jones continuously since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Charmaine Davis is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at several firms including Citizens Securities, Bank of America, Merrill, BB&T, Allstate Insurance, and State Farm Insurance. Outside of her advisory role, she is involved in independent insurance brokering. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Robin Scarborough is a financial advisor with LPL Financial in Georgetown, DE, holding a Series 66 designation. Scarborough has experience working with M&T Bank since 2015, including his current role that began in 2023. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Parker is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors, Woodbury Financial Services, and The Insurance Market Inc. Outside of his advisory role, he serves as a football official for the Del Mar VA Football Officials Association and is a board member of the Western Sussex Chamber of Commerce and Carvel Gardens, a nonprofit housing group. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access.

Eric Johnston is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Cetera and has previously worked at Cetera Advisors LLC and Infocus Financial Advisors Inc. Outside of his advisory work, Johnston teaches classes on retirement planning, Social Security, and investments through the Delaware Financial Literacy Institute and serves on several nonprofit boards and community leadership organizations in Salisbury, MD. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Katy Cleary is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including roles at M&T Securities and M&T Bank since 2012. Outside of her advisory work, she is a distributor for Young Living Essential Oils. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.