Robert Fischer is a CFP® and Series 66-registered advisor with Janney Montgomery Scott, where he has worked since 2013. He has 25 years of industry experience. Outside of his advisory work, he serves as Sgt. at Arms for the Caesar Rodney Rotary in Wilmington, DE, a volunteer role involving meeting attendance, bulletin editing, photography, and project coordination. Janney Montgomery Scott 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, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Thomas Guillebeau is a financial advisor with Mariner Wealth Advisors in Wilmington, DE. He holds the ChFC® designation and Series 66 license, and has 12 years of industry experience. His prior roles include positions at Merrill and Osaic Wealth, Inc. He serves as chairman of the Weldin Park Civic Association in Wilmington. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

De Forest Johnson is a financial advisor at Janney Montgomery Scott with 57 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining Janney Montgomery Scott in 2026. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Marianne La Rock Mc Guckin is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Voya Financial Advisors since 2016 and has been affiliated with Metropolitan Life Insurance Company since 2004. In addition to her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple program structures, often providing non-discretionary recommendations that require client approval.

Erik Somerville is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. Prior to joining Independent Financial Partners in 2024, he held roles at Realta Investment Advisors, Inc. and Coastal Equities, Inc. He has worked in various positions since 2018 and attended Hobart and William Smith Colleges from 2013 to 2017. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports approximately 261 advisors nationally. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Theodore Quillen IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at WSFS Bank before joining Commonwealth in 2015. He is also a co-owner of Haven Private Wealth LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various investment programs and model portfolios developed by its Investment Management and Research team, supporting advisors who operate under their own brand names.

David Skelly is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and Vala Wealth Management, having previously worked at OSAIC and Woodbury Financial Services. He is also the owner of Skelly Financial Planning Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides back-office support, technology, investment management, and compliance services, offering various advisory programs including discretionary model portfolios and personalized indexing options.

Thomas Daniels is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Daniel Rowles is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2011. He is also associated with LPL Financial and provides investment advisory services primarily through Private Advisor Group. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering a range of portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of investment strategies and supports access to third-party asset managers and technology platforms.

Linda Farquhar is a financial advisor with TIAA-CREF and holds a Series 66 designation. She has seven years of industry experience, including prior self-employment and business ownership with Entredonovan Wholesale LLC and Entredonovan LLC. She is active in her community as Co-Chair of the social committee for the Westover Hills Woods Homeowners Association and serves on the board of the University of Pennsylvania Alumni Club of Delaware. TIAA-CREF provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing retirement plan relationships. The firm offers both model portfolio and customized portfolio management under a fiduciary standard.

Gregg Somerville is a CFP® with over 41 years of experience in the financial industry. He is currently with Independent Financial Partners and has previously worked at Realta Equities, Inc. and Realta Investment Advisors for 11 years. Outside of his advisory role, he owns and operates Somerville Investments, a business focused on portfolio management and financial projections. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm is noted for its decentralized investment approach and formal retirement-plan advisory and pension consulting capabilities.

Nicholas Matt is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise LLC, Fidelity Investments, and Coppell Advisory Solutions. His background also includes service in the United States Marine Corps and involvement with various non-investment roles prior to his advisory career. Voya Financial Advisors, Inc. serves 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 consulting services through multiple program structures, including Unified Managed Account wrap programs and third-party money manager programs, primarily focusing on non-discretionary advisory relationships.

Christina Lee is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Lion Street Financial, SA Stone Wealth Management, Quest Capital Strategies, and Signator Investors. Outside of advising, she teaches economic classes as an adjunct instructor and owns an insurance brokerage and a real estate sales business. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various advisory programs, delivering investment advice through advisor-managed accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Amina Gilchrist is a financial advisor with Osaic and holds Series 65 and Series 66 licenses. She has 24 years of industry experience, including 22 years at Lincoln Financial Advisors prior to joining Osaic in 2025. She is also the sole owner of Omega Wealth Management LLC, through which she offers fixed insurance, long-term care, disability insurance, and annuity products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple advisory platforms, employing asset-allocation tools and third-party managers to construct diversified portfolios.

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Prior to that, he was employed by AIG Retirement Services and Valic Financial Advisors from 2014 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Allison Turner is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns an event planning business focused on various private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm-approved planning tools.

Colleen Weaver is a CFP® professional with 30 years of industry experience. She is currently with Wells Fargo Advisors and has been with affiliated Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Lisa Primack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1996 after six years with the investment firm Donaldson, Lufkin & Jenrette in New York City. Lisa also served as the Senior Resident Director of the Wilmington, Delaware office from 2009 to 2020. She focuses on managing new wealth, personal retirement planning, and retirement income. Lisa holds FINRA Series 7, 9, 10, 31, 63, and 66 registrations and has earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp. She graduated from Vassar College in 1990 with a BA in Psychology. Lisa is a member of the Estate Planning Council of Delaware and the Wilmington Tax Group. She resides in Wilmington, Delaware, and Lewes, Delaware. Her personal interests include biking, spending time with family, and traveling.

Jeanie White is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.