Jill Angstadt Truesdell is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since the beginning of her career in 1993. She specializes in working with high-net-worth individuals and their families, focusing on personalized wealth management strategies including investment management, retirement planning, estate services, and tax planning. Jill was a founding member of The HART Group in 2005, which has developed into one of Delaware's largest financial advisory practices. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Accounting from the University of Delaware. Jill lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise in Newark, DE, and has two years of industry experience. Prior to joining LPL Enterprise, Brobst worked with The Prudential Insurance Company of America and Pruco Securities. Outside of advisory work, Brobst is an independent Medicare insurance contractor. LPL Enterprise, LLC serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Steven Kranzley is a financial advisor at Ameriprise in West Grove, PA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns a retail business called Kranzley Group and participates in a residential solar referral program. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Kevin Brandt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and institutional relationships.

Eric Donato is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Envestnet, Massachusetts Mutual Life Insurance Co., and CREATIVE Financial Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Miles Nissly is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Covenant Wealth Strategies, Liberty University, Ameriprise Financial, and Hudson Ford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bradley Foy is a CFP® with over 26 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has worked across multiple roles within Raymond James since 1997 and leads Wilmington Wealth Management, LLC as its president. Foy also serves on the advisory board of Fancaster Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Charles White is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2024. Outside of advising, he has managed a field lining and painting services business for eight years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Wanying Zhao is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, Zhao operated an online business selling cosmetic and electronic products through LPDFZ LLC, which she owns and manages independently. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment programs alongside estate planning and corporate financial planning agreements.

Richard Cook is a CFP® and ChFC® with 14 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2011 to 2017. He holds an outside insurance agent position and is a partner in an LLC established to manage payroll for support staff. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management, employing firm-approved software and collaborative annual engagements to deliver tailored recommendations.

Kari Kroll is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. She has worked with M&T Securities, M&T Bank, J.P. Morgan Services, J.P. Morgan Securities, and WSFS Bank. Outside of her advisory role, she owns Mr. Mulch Frist State, a non-investment-related business based in Middletown, Delaware. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to research and model portfolios from multiple sources.

Stuart Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and Wharton Investment Consultants since 2011. Outside of advising, he works as an independent insurance agent specializing in disability, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, offering a range of portfolio management and financial planning services through multiple program structures.

Matthew Von Worrall is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to his career in finance, he was employed by Adidas and spent four years at Monmouth University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Cooper is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she is involved with P Two P LLC, working through it for Ameriprise-related activities. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research and modeling with advisor collaboration and leverages algorithmic tools to deliver tailored retirement strategies.

Ellen Nastase is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Iudica is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. Outside of his advisory role, he coaches youth in a Catholic ministry organization in Wilmington, DE. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services across multiple program structures.

Nicholas Mc Glynn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with Wm Financial Services, Inc. since 2004. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions to deliver its services.

Robert Stofa III is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Continental Finance Company, Corporation Service Company, Wilmington University, and Saint Marks High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios in its process.

Michael O Boyle is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020, following five years at Capital One Investing, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.