Katelyn Erchick is a financial advisor at Simplicity Wealth with three years of industry experience. She previously worked at Brookstone Wealth Advisors and Professional Planning Services. Outside of her advisory role, she is involved in a small business selling custom-designed items on Etsy and assists business owners with applying for the Employee Retention Credit through a separate venture. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory, portfolio management, and managed account services combined with technology and operational support for other advisers.

Joshua Coupe is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kingsview Asset Management since 2018, following a decade at Edward Jones. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Wayman Randolph is a financial advisor with Realta Investment Advisors, Inc., holding Series 65 and Series 63 credentials. He has been with Realta since 2026 and has over 26 years of experience at XGroup Retirement. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm utilizes individualized advice and a range of asset allocation strategies across mutual funds, ETFs, equities, fixed income, and alternative investments.

Joel Morris is a CFP® professional with 18 years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Lau Associates LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm utilizes diversified portfolios through independent managers, mutual funds, ETFs, and third-party private fund platforms, and offers ESG strategies and retirement plan fiduciary services.

Christopher Williams is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Bryn Mawr Trust Advisors, LLC and has previously worked at Bryn Mawr Capital Management, Affinity Wealth Management LLC, Wilmington Trust, and BNY Mellon. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment strategies using a combination of independent managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG options.

Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners and is a partner involved in financial reviews. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. Her work history includes roles at Commonwealth Financial Network and Independence Wealth Services, as well as entrepreneurial experience with Aunt Mamie's Italian Specialties and Denise LaRue Coaching. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to both proprietary and third-party investment solutions, retirement and plan consulting, and custody/clearing services.

Elvis Phillips is a financial advisor at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Bank of America, and Citizens Bank. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a significant focus on non-discretionary, recommendation-based advisory services.

Mikayla Lewis is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over four years of professional experience across healthcare, corporate services, and financial sectors. She has been with Janney Montgomery Scott since 2024. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Michael Boyle is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2018 and previously held roles at Financial Advisors of Delaware Valley, Princor Financial Services Corporation, and Principal Life Insurance Company. Boyle is also president and owner of Independence Advisory Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and customizable investment programs.

Alexandra Azara is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has held multiple roles at Mariner since 2022. Prior to her career in financial advising, she worked in various roles including at Cafe Gelato and the University of Delaware. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Susan Lehnerd is a CFP® professional with 13 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2023 and previously spent nine years at Mallard Financial Partners Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Stacey Altemus is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 license and has worked at several firms including CUNA Brokerage Services, Sun FCU, Diamond State Financial Group, Minnesota Life, and Securian Financial Services. Stacey serves as a volunteer board member for the Delaware Institute for the Arts in Education, contributing to strategic oversight. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering financial planning, brokerage services, and advisory programs.

Christopher Ianni is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Financial Advisors of Delaware Valley, Principal Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he provides tax preparation services to a select group of clients and writes life, disability, annuities, group, individual, and long-term care insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Katie Mc Glinn is a financial advisor at Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked for over a decade at Buckley's Tavern. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management according to client goals and risk tolerance.

Thomas Shumosic is a Certified Financial Planner (CFP®) with 35 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and has previously worked with Cadaret, Grant & Co., Inc., among others. Shumosic is the founder and president of MidAtlantic Retirement Planning Specialists and serves on the advisory board for the Financial Planning major at the University of Delaware as well as on the Board of Trustees for the Delaware Art Museum. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and manager due diligence. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Laura Day is a financial advisor with Eagle Strategies (NY Life) in Newark, DE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has operated Laura Day & Associates since 2006 and has been affiliated with New York Life Insurance Company throughout her career. In addition to her advisory work, she serves as Secretary on the board of the Mockingbird Homeowner's Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers tailored advisory solutions, primarily on a non-discretionary basis, and works extensively with insurance and annuity products within the New York Life affiliate structure.

Christy Rivera is a financial advisor at PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with PNC Financial Services Group since 1999 and PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Kevin Harris is a financial advisor with Commonwealth Financial Network in Wilmington, DE, holding a Series 66 designation and 17 years of industry experience. He has been with Commonwealth since 2015 and previously worked at WSFS Bank. Harris also owns Harris Asset Management LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from a broad range of securities and insurance products.

David Vari is a financial advisor with PNC Wealth Management, holding a Series 66 credential and 17 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend risk-based investment strategies implemented via mutual funds and ETFs.