Peter Seelaus is a ChFC®-designated financial advisor with 31 years of industry experience. He joined OSAIC in 2024 after 17 years at Woodbury Financial Services, Inc. Outside of his advisory role, he serves as a board member for Wedgewood Swim Club, a private swim club in Westtown, PA. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a large multi-advisor platform. The firm offers a variety of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by multiple custodial and program arrangements.

Kate Forester is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. She leads and coaches a team of financial professionals dedicated to working with clients and their families to develop personalized financial plans aimed at achieving their financial goals and providing peace of mind. Kate has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1998, including Senior Relationship Manager and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Advisor and Associate at other firms starting in 1996. Outside of her professional responsibilities, Kate enjoys cooking and baking, fitness, reading, skiing, traveling, and volunteering.

Jeffrey Schoff is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has four years of industry experience and previously worked at Tiedemann Advisors for seven years. Schoff also serves in the U.S. Army Reserve, where he has been a member since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Randal Farabaugh is a financial advisor with Ameriprise who holds the CFP® and ChFC® designations and has 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by a retirement income committee.

Seth Wohner is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Nucar and Corporation Service Company. Seth is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs, including access to third-party money managers and model portfolios.

Zachary Simendinger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at several firms including SIMM Associates and Diamond State Financial Group, where he also serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide, offering a multi-manager platform with a range of portfolio management and retirement services.

Preston Knotts is a financial professional with two years of industry experience, currently with Cetera. He holds a Series 66 designation and has prior experience at WSFS Bank and in hospitality roles. Knotts is also engaged as a financial professional with Diamond State Financial Group, providing securities and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options, integrating model portfolios, third-party managers, and customized strategies.

Christopher Simmons Jr. is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous roles include positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Simmons is also associated with Wheeler Financial LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialized programs, including municipal advising and SIMPLE IRA employer consulting.

Dennis Valentino is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the board of a condominium association and holds trustee positions for multiple 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Deion Whittington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at J.P. Morgan Securities LLC, Morgan Stanley, and Bank of America. Outside of his advisory roles, he is involved with entrepreneurial ventures including Road Warrior Enterprise and Benton Block Recordz LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Shallon Febres is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Hardik Shah is a financial professional with 23 years of industry experience. He currently works at Cetera and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, he spent two decades with Minnesota Life and Securian Financial Services. Shah is also an author. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and managerial options.

Matthew Perny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with entrepreneurs, business owners, executives, and ultra affluent families, helping them simplify complex financial needs through customized strategies. Matt leverages his fiduciary, investment, and trust experience to serve as a chief financial advocate for his clients, coordinating their objectives with accountants, attorneys, and family offices while navigating the resources of Merrill and Bank of America. Prior to joining Merrill, Matt was President and Chief Fiduciary Officer of Stifel Trust Company Delaware, N.A., where he led the national trust company and oversaw trust, investment management, and custody accounts. He began his financial services career in 2002 with Wilmington Trust Company as a Private Client Advisor. His areas of expertise include family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits. Matt holds a Bachelor of Science degree in Biology from Davidson College and a Juris Doctor degree from the Delaware School of Law at Widener University. He has earned the Personal Investment Advisor (PIA) designation. Matt is a member of the Delaware Estate Planning Council. He resides in northern Delaware with his wife and three sons. In his free time, he enjoys hiking, biking, cooking, fishing, golfing, running, surfing, and spending time with his family.

Sherley Legerme is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in selling loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies and discretionary separately managed accounts. The firm supports advisory services on a large scale with approximately 3,698 financial advisors and $15.5 billion in assets under management.

Danilo Ercole is an advisor with LPL Financial, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to joining LPL in 2025, he worked at The Vanguard Group for two years and held various roles including self-employment and positions outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive research resources and a broad platform including strategic allocations, direct indexing, and institutional programs.

Randal Eveland is a financial advisor with LPL Financial in Wilmington, DE, holding the CFP® designation and Series 63 license. He has 16 years of industry experience, including 13 years with LPL Financial. Eveland operates a DBA called Covenant Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies across multiple account types.

Pamela Whalen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Merrill and Bank of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Thyrick Pitts Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. His background includes roles with the New England Patriots and Chicago Bears, as well as collegiate experience at the University of Delaware. He serves on the Board of Directors for the Philadelphia Chapter of the NFL Players Association and is Treasurer of the national NFL Players Association. Additionally, he is involved with Life Skills U, an educational financial literacy platform aimed at teaching life skills to young adults. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Don Dewees is a financial advisor with Wells Fargo Advisors in Greenville, Delaware, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes eight years with Wells Fargo Clearing before joining Wells Fargo Advisors. He serves as treasurer for the Edgar A. Thronson Foundation and is a member of the investment committee for the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options supported by Wells Fargo research and tools, with implementation through brokerage or advisory programs as optional.