Denise Schatz is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Independence Wealth Services, 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 approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Elvis Phillips is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His previous roles include positions at Citizens Bank, Morgan Stanley, Bank of America, and Merrill. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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.

Jacob Lusby Jr. is a financial advisor with PNC Wealth Management in Media, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Citizens Securities, Inc., and Fulton Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only discretionary digital offering that uses algorithm-driven risk assessment to guide portfolio construction with mutual funds and ETFs.

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 Series 66-licensed financial advisor with 17 years of industry experience. He has been with Commonwealth Financial Network since 2015 and also owns Harris Asset Management LLC, a private entity through which he conducts securities, advisory, and insurance business. Prior to joining Commonwealth, he worked at WSFS Bank, Merrill, and Banc of America Investment Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, third-party asset managers, retirement consulting, and custody services.

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.

Mackenzie Johnson is a financial advisor with Janney Montgomery Scott, holding a Series 66 license and seven years of industry experience. Johnson has been with Janney Montgomery Scott since 2019, following prior work at Merrill and earlier roles outside the financial sector. Outside of advising, Johnson operates a small Etsy shop selling sweatshirts and is a member of the New Castle County Chamber of Commerce. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Kalyan Raman is a financial advisor with Centaurus Financial, Inc. He holds the ChFC® designation, along with Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Centaurus Financial in 2018, he worked at VOYA Financial Advisors from 2014 to 2018. He owns a business focused on the sale of life insurance and fixed annuities and also provides tax preparation services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various arrangements that combine fundamental, technical, bottom-up, and top-down investment analyses.

Ambrose Carr III is a financial advisor at Guardian Life with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2013. Carr serves on the board of Upland Country Day School, providing oversight for the school's management. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning and consulting, integrating advisor-led and model-based investment strategies, along with access to insurance products and alternative investments.

John Fisher is a Series 66-licensed financial advisor with PNC Wealth Management in Wilmington, DE, where he has worked since 2011. He has 23 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kyle Hennessy is a financial advisor with PNC Wealth Management based in New Castle, Delaware, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes multiple roles at PNC and Wells Fargo affiliates, spanning more than a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessments and utilizes portfolios managed by PNC and third-party strategists.