Christy Rivera is a financial advisor at PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with PNC Financial Services Group since 1999 and PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Kevin Harris is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Commonwealth Financial Network since 2015 and also owns Harris Asset Management LLC, a private entity through which he conducts securities, advisory, and insurance business. Prior to joining Commonwealth, he worked at WSFS Bank, Merrill, and Banc of America Investment Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, third-party asset managers, retirement consulting, and custody services.

Denis Hill is a financial advisor with Lincoln Investment, holding CFP®, Series 66, Series 65, and Series 63 designations and 24 years of industry experience. His prior roles include positions at Forethought Distributors, Global Atlantic Financial Group, Brinker Capital Securities, and Eaton Vance Management. Lincoln Investment Planning, LLC is a large firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Mackenzie Johnson is a financial advisor with Janney Montgomery Scott, holding a Series 66 license and seven years of industry experience. Johnson has been with Janney Montgomery Scott since 2019, following prior work at Merrill and earlier roles outside the financial sector. Outside of advising, Johnson operates a small Etsy shop selling sweatshirts and is a member of the New Castle County Chamber of Commerce. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Trevor Conlon is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and WSFS Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic models with automatic rebalancing.

Corey Cahill is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2022. He previously worked at Edward Jones and has experience in both the financial and hospitality sectors. Cahill is a member of the Rotary Club of West Chester and the Greater West Chester Chamber of Commerce. 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, estates, and institutional clients, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

John Fisher is a Series 66-licensed financial advisor with PNC Wealth Management in Wilmington, DE, where he has worked since 2011. He has 23 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kyle Hennessy is a financial advisor with PNC Wealth Management based in New Castle, Delaware, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes multiple roles at PNC and Wells Fargo affiliates, spanning more than a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessments and utilizes portfolios managed by PNC and third-party strategists.

Ian Kahil is a financial advisor at Kestra Advisory Services, LLC with 12 years of experience in the financial industry. He holds the CFP® certification and Series 66 license. Prior to joining Kestra in 2025, he spent nine years at Commonwealth Financial Network and has experience in mortgage services through Absolute Home Mortgage Corporation. Outside of his advisory role, he is involved in managing rental property investments through third-party property management companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Paul Baumbach is a CFP®, CFA®, and Series 65 credentialed advisor at Mercer Global Advisors Inc. with 23 years of industry experience. His prior roles include positions at Mallard Financial Partners Inc., Julia Van Der Veur Trust, and the State of Delaware. He serves on the boards of the Delaware Coalition Against Gun Violence and the ABC Parenting Institute, and also represents retired Delaware state police officers as a consultant to the Delaware State Troopers Association. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios, utilizing low-cost index vehicles and a range of implementation options, along with financial planning, retirement consulting, tax planning, and estate coordination.

Rose Hill is a financial advisor at &PARTNERS with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing prior to joining &PARTNERS. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers discretionary and non-discretionary portfolio management utilizing both proprietary and third-party strategies, supported by comprehensive due diligence and regular account reviews.

Robert Flannigan is a financial advisor with Janney Montgomery Scott in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at RBC Capital Markets, The Vanguard Group, and Substitute Teacher Service, Inc. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

James Everlof is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Citizens Securities, Inc., WSFS Wealth Investments, and Haven Private Wealth. He also conducts fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.

Michelle Tracy is a Series 66 licensed financial advisor with PNC Wealth Management in Wilmington, DE, with 31 years of industry experience. She has held roles at PNC Bank and PNC Investments since 2010, and previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to select portfolios managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Carol Dittert is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Janney Montgomery Scott since 2009. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Brian Timby is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with Lincoln Investment since 2015. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm combines advisor-led consulting with model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Peni Warren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1982, collaborating with clients and their families to understand their financial situations and priorities. Her approach emphasizes personalized wealth management strategies tailored to clients' long-term objectives. Peni’s expertise spans a wide range of client focus areas, including college education planning, family wealth management strategies, legacy planning, retirement income, special needs planning, small business strategies, and investment strategy for individuals and corporations. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peni earned her high school diploma from Lake Forest High School. In addition to her professional work, Peni is involved in her community through volunteering with organizations such as the Delaware State Fair and The Fund For Women. Her personal interests include cooking, gardening, interior decorating, knitting and crocheting, painting, and running.

Tracey Stefanisko is a financial advisor at &Partners with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining &Partners in 2024, she worked at Wells Fargo Clearing, Roster Financial, and Questar Capital Corporation. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a range of strategies and third-party managers.

Jason Bentley is a CFP® with seven years of industry experience, currently an advisor at Janney Montgomery Scott since 2019. Prior to joining Janney, he worked at Delaware Technical Community College for ten years. He is involved in community service through membership in the Lewes Rehoboth Rotary Club and volunteer and board roles with The Bridge and The Bridge of Hope in Milford, Delaware. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

John Dolan is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2017. Dolan is involved in a related business entity, Compass Investment Advisors, LLC, which operates alongside his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and utilizes multiple investment strategies while offering access to proprietary and third-party managed account solutions.