Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.

Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.

Anna Hibbitt is a financial advisor at Big Investment Services with five years of industry experience and holds a Series 65 designation. She has worked previously at Boothe Investment Group, Inc., and is a partner at Excel Bookkeeping, a nonprofit focused on consulting, training, bookkeeping, and grant writing in Dover, DE. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that combines index mutual funds, ETFs, and select individual equities with fundamental, technical, and cyclical analysis.

Zachary Stone is a financial advisor at CSG Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group and Cetera Advisor Networks. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm combines passive and active strategies with discretionary trading and offers alternative investment options, including potential cryptocurrency exposure.

Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.

David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.

Rachel Benton is a financial advisor at Big Investment Services with a Series 65 designation and one year of industry experience. Her prior work includes roles at the State of Delaware and Postal Impact. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that integrates index funds, ETFs, and select individual equities guided by multiple analytical methods.

Robert Kaehler is a financial advisor at Chapin Davis with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. Prior to joining Chapin Davis, he worked at Avantax Investment Services, Voca, LLC, and Hornor Townsend & Kent Inc, and he served in the U.S. Air Force for 24 years. From 2021 to 2024, he also held academic positions at Wilmington University and the University of Delaware. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions by providing discretionary and non-discretionary investment management, wrap-fee programs, financial planning, and advisory consulting. The firm combines advisor-led portfolio management with third-party manager access and research resources while operating as both an SEC-registered investment advisor and a broker-dealer.

Paul Maynor is a financial advisor with Onyx Bridge Wealth Group LLC in Dover, DE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Onyx Bridge in 2021, he worked at Ameriprise Financial Services for seven years. He is also involved in independent insurance brokering, including fixed annuities with multiple carriers. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

Candice Gilman is a financial advisor at Stirlingshire Investments with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Sofi Wealth LLC, Coastal Investment Advisors, Capital One Advisors, and Wells Fargo Clearing. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and access to model-based strategies, utilizing a variety of investment instruments tailored to client profiles. The firm integrates multiple analytical methods in portfolio construction and manages most accounts on a discretionary basis.

Charles Trakas Jr. is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth LLC and held roles with several firms including Principal Financial Services and Virtue Capital Management. He also owns and operates Trakas Insurance Agency and is involved with Redwood Tax Specialists and National Gold Consultants. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and maintains relationships with multiple affiliated businesses and specialized platforms.

Daniel Simon is a Series 65 licensed financial advisor with 15 years of industry experience. He is affiliated with Corecap Advisors and also serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning. His focus includes low-risk retirement strategies designed to generate guaranteed income and protect assets for retirees. Corecap Advisors provides discretionary investment and portfolio management services to individuals, high-net-worth clients, self-directed retirement plans, and institutional clients. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options, with access to multiple custodial platforms and third-party asset managers.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.

Andrew Wood is a financial advisor with CoreCap Advisors in Middletown, Delaware, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Dan White & Associates and CoreCap Advisors since 2016. In addition to his advisory role, Wood is a commission-based insurance agent focused on fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, and bonds.

Ryan Davis is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He previously worked at Hornor Townsend And Kent, Inc. and Penn Mutual Life Insurance Company for 16 years before joining LPL Financial LLC in 2024. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers, and offers financial planning and retirement-plan consulting across various programs.

Justin Obrien is a financial advisor at Root Financial Partners with three years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and First Command Brokerage Services. Prior to his financial career, he served four years in the U.S. Army. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerance, and offers additional specialized strategies and financial education programs.

Brett Emmons is a financial advisor with Vicus Capital, Inc. and holds the Series 66 designation. He has eight years of industry experience and has also been involved with Ideal Life Financial Planning, BE Life Institute, LLC, and New World Financial, Inc. Outside of his advisory roles, he serves as a board member of the Delmarva Youth and Family Institute, mentors youth through the Atlantic Regional Training Institute, and offers leadership coaching through the BE Life Institute, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a mix of discretionary and non-discretionary strategies. The firm emphasizes retirement-plan consulting and fiduciary services, offering a range of model portfolios and third-party manager access tailored to client needs.

David Iobst is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifemark Securities Corp. since 2017 and held positions at State Farm VP Management Corp. and State Farm insurance from 2015 to 2016. Outside of his advisory role, he is involved in his community as a Little League Manager and Coach for Canal Little League. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and emphasizes suitability-driven advice tailored through risk assessments.

Brian Ward is a CFA® charterholder with 26 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held positions at Eagle Global Advisors, Carillon Fund Distributors, Inc., and Chartwell Investment Partners, among others. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Scott Melnick Jr. is a CFP® professional at PNC Wealth Management with 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 11 years before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.