Marianne La Rock Mc Guckin is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes more than two decades at Metropolitan Life Insurance Company and over ten years with Voya Financial Advisors. She is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients through a broad range of financial planning and portfolio management services. The firm combines in-house and third-party strategies with technology-enabled tools, offering both discretionary and non-discretionary account management across a large network of advisers.

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 nine years of industry experience. He is currently with Creative Planning, where he has worked since 2023, following a seven-year tenure at Daniels + Tansey, LLP. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Daniel Rowles is a CFP® and holds a Series 66 license with 22 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2011 and previously held roles at Ridgeway Conger Advisory Services, Merrill, PNC Wealth Management, and Citigroup Global Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates third-party managers and technology platforms to implement diversified investment strategies.

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 with Voya Financial Advisors, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise LLC, Fidelity Investments, and Coppell Advisory Solutions, among others. Outside of advisory work, he has experience with the United States Marine Corps and has been involved in remodeling and flooring businesses. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party strategies, utilizing both discretionary and non-discretionary account management approaches.

Brian Sanford is a CFP®-certified financial advisor with 11 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Union Street Financial, and has worked previously at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Sanford is also a co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christina Lee is a financial advisor with Integrity Alliance, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Lion Street Financial and SA Stone Wealth Management. Outside of financial advising, she serves as an adjunct instructor teaching economics and owns an insurance brokerage and a real estate sales business. Integrity Alliance provides advisory and brokerage services to a broad range of clients, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors who offer portfolio management, financial planning, and access to third-party managers through multiple platforms.

Amina Gilchrist is a financial advisor at Osaic with 25 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 22 years and Prudential Retirement Brokerage Services, Inc. for one year. Gilchrist 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 serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and third-party manager programs, supported by a broad multi-advisor platform.

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has previously worked at AIG Retirement Services and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

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, having previously worked at Wells Fargo Clearing for eight years. Weaver holds Series 63 and Series 66 licenses and is based in Greenville, DE. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, 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.

Patrick Ryan is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked at Cetera and Avantax Advisory Services and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, retirement and financial planning, bookkeeping, and payroll services. At Van Buren Financial Group, he oversees a team of accountants and consults with businesses on their accounting needs. Cetera Investment Advisers LLC is an SEC‑registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers various portfolio management and financial planning services and provides access to multiple program platforms and third-party money managers.