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 with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Donald Stegall is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Edward Chapman is a financial advisor with LPL Financial in Newark, DE, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2005. 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, offering a range of advisory programs, financial planning, and brokerage services.

Shirley Myers Dodson is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 65 and Series 63 designations and has worked within affiliated companies of Primerica since 1995. In addition to her advisory role, she also engages in referring home security and automation products, as well as loan products, through affiliated entities. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through established partners.

Joshua Cline is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and nine years of industry experience. He has served in the US Coast Guard for ten years and has been involved with Primerica Advisors and Primerica Financial Services since 2017. Outside of his advisory role, he is engaged in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Donald Truesdell Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides strategic guidance to high net worth clients. He began his career in 1993 in Merrill Lynch's asset management division, serving as a Portfolio Manager handling equity and fixed income portfolios for institutional and individual clients. In 1999, he transitioned to wealth management to work more closely with individual clients and families. He is a Managing Director and co-leads The HART Group, which he co-founded in 2005. He holds a bachelor's degree in economics from Allegheny College and has earned the Chartered Retirement Planning Counselor™ designation and the CERTIFIED FINANCIAL PLANNER® certification. He is also a member of the CFA Institute of Charlottesville, VA and the Financial Analysts Society of Philadelphia. His expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. Outside of his professional work, Donald has coached baseball in the Piedmont league. He resides in Wilmington, Delaware with his wife and two children and enjoys spending time with his family, as well as baseball, biking, cooking, fishing, and photography.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors in Wilmington, DE, holding a Series 66 credential and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years before joining Equitable Advisors in 2024. Shopa serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Jayme Hurn is a financial advisor with Ameriprise in Newark, Delaware, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Jean Pierre Sarandrea is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Citi for nine years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven, incorporating modern portfolio theory and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Dan Dwyer is a Financial Consultant at Fidelity Investments, where he assists clients in identifying financial goals and collaborates to create tailored strategies. He emphasizes leveraging Fidelity's resources to maintain alignment with clients' financial plans. Dan has experience in various financial roles, including Investment Consultant and Financial Representative at Fidelity Investments since 2022, as well as Internal Annuity Wholesaler at Lincoln Financial Group from 2018 to 2022. Outside of his professional work, Dan has interests in baseball, fitness, golf, motorcycles, running, and traveling.

David Benway is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides diverse investment and planning services through its integrated platform.

Steven De Carlo is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent four years at Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Bryan Durrington is a financial advisor with Mass Mutual Investors Services in Newark, DE, holding a Series 66 designation and 22 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously spent 13 years with Metlife Securities Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual collaborations using firm-approved analytical tools.

Joseph Frank is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 50 years of industry experience. He has been with Cambridge since 2015 and owns a business selling disability, life, health, and fixed annuity products. He is also the managing member of Frank Family Capital Group LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Guy Palmeri Jr. is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Palmeri serves as committee chair for the Cecil College Foundation, where he monitors foundation investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Elliott Golinkoff is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Golinkoff serves on the board of the Wilmington Economic and Financial Advisory Council, a city government advisory board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.