Glenn Gardiner is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CUSO Financial Services, PNC Investment LLC, TD Bank, Fidelity Investments, and Citizens Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Gabriel Goforth is a financial advisor at Ameriprise with two years of industry experience. He previously worked at SEI Investments and has co-ownership in ByteBuiltMedia, LLC, a consulting business unrelated to investment services. Ameriprise Financial Services serves both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and tax-aware withdrawal strategies.

George Mastrogiorgos is a financial advisor with Ameriprise in Exton, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2003, including the current firm structure since 2020. He also owns and manages CSWMG, Inc., which provides administrative support and oversees employees for his financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement-income planning using proprietary analysis and third-party data. The firm’s approach includes non-discretionary implementation and operates within an investment universe influenced by its affiliated product relationships.

Anthony Alfieri is a financial advisor with LPL Financial in Landenberg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he owns a tax preparation and accounting firm, Anthony Fieri, LLC. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management combined with model portfolios and research from internal and third-party sources.

Mitchell Camp is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Robert Half prior to his current role. Outside of advising, he has a minority ownership interest in two investment-related entities. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

Nicole Vicencio is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2017. Vicencio operates Sequoia Wealth Management as a business activity associated with her LPL role. LPL Financial is a national firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tyler Beck is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has worked at Alliger Financial and Alliger Capital Management LLC since 2018. Prior to that, he held positions at Ameritas Investment Corp. and Walsh & Nicholson Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by risk profiling and analytical tools, and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory services.

Charles Edmonds Jr. is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Edmonds has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars, and structures planning engagements as annual, collaborative relationships using firm-approved tools.

Joseph Amalfitano is a financial advisor with Raymond James Financial in Exton, PA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial and its related entities since 2008. Amalfitano is also the owner of Amalfitano Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, offering tailored, non-discretionary planning and consulting supported by advanced analytical tools.

Ronald Scheff is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved with Limestone Partners LLC, a property management business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Funk is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding a Series 63 designation and 55 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 1991. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and recommend investment strategies.

Paul Giannoukos is a financial advisor with Edward Jones in Wilmington, DE, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience working with the State of Delaware and the Kent Conservation District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Jason Bishop is a financial advisor with Mass Mutual Investors Services in Exton, PA, holding the ChFC® designation and Series 66 license. He has nine years of industry experience and currently serves as an Investment Adviser Representative at Wienken Advisors, Ltd., where he is involved in marketing and presenting seminars. He also holds a vice president position at UFG Advisors, LLC, focusing on expense management and succession planning. Mass Mutual Investors Services is an institutional firm with nearly 5,000 advisors, providing financial services to a broad client base.

Harry Welch Jr. is a CFP® professional at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Edmund Dracup is a financial advisor with MassMutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has been with MassMutual and its affiliate MML Investors Services since 1994. Outside of his advisory role, he serves as a township supervisor for East Vincent Township and is involved in equine activities through ownership and management of Top Rail Equine, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytic tools and offering event-driven planning services including divorce and estate-settlement planning.

Patrick Sullivan is a financial advisor with Ameriprise in Avondale, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he serves on the board of directors for Delaware Care Plan, Inc. and is involved with Ivy Mills Strategic Partners, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary guidance through a centralized consulting team.

Michael Caccavo is a financial advisor with Edward Jones, holding the CFP® and ChFC® designations and the Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Josh Williams is a Planning Consultant who collaborates with clients to develop financial plans aimed at achieving their financial goals. His role focuses on tailoring financial strategies to meet the specific needs of each client. Outside of his professional responsibilities, Josh has personal interests that include baseball, fitness, football, golf, and caring for pets.

Anthony Pietruszka is a financial advisor with LPL Financial in Wilmington, DE, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Center Consulting Group and in the education sector with Gloucester County Public Schools and Haddon Township School District/Liberty University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Christopher Vincent is a financial advisor with LPL Financial in Wilmington, DE, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with LPL Financial since 2011. Outside of his advisory role, he receives commission shares from Radnor Benefit, an employee benefits consulting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven investment approaches.