Donald Nicholson Jr. is a Certified Financial Planner® with 30 years of experience at Donald W. Nicholson & Associates Ltd in Wilmington, Delaware. He has worked exclusively with the firm since 1996. Donald W. Nicholson & Associates, Ltd. provides asset management, personal financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm emphasizes a primarily non-discretionary management approach and incorporates third-party rating agencies in its investment analysis.

Nandita Das is a CFP® and CFA® credentialed advisor with eight years of industry experience, currently with Insight Financial Strategists in Newark, DE. She has previously worked with Origin Financial, Envision Wealth Planning, and Waddell and Reed, among others. In addition to her advisory role, Das serves as a professor at Delaware State University. Insight Financial Strategists is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, consulting, and coordinates tax services through third-party firms, employing a fundamental analysis approach with diverse investment vehicles.

Lawrence Springer is a CFP® and ChFC® with 46 years of industry experience. He is currently the sole advisor at Sherpa Capital Management, having previously worked at Osaic Wealth, Inc. and Woodbury Financial Services, Inc. Outside of his advisory role, he serves as president of the UM Stewardship Foundation of Greater New Jersey and teaches as an adjunct instructor for the CFP certification program at Fairleigh Dickinson University. He is also a musician and chairs the board of a church. Sherpa Capital Management advises individuals, trusts, estates, corporations, and retirement plans, managing approximately $106 million in assets. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of no-load mutual funds, ETFs, and conservative fixed-income securities.

John Garner is a CFP® and ChFC® with 19 years of industry experience. He is currently with Black Arrow Capital LLC, where he has worked since 2023. His prior experience includes roles at Heritage Wealth Management Group, Ltd and Capital One Investing, LLC. Black Arrow Capital LLC provides investment management and financial planning services to individuals, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active management, offering a range of strategies that may include alternative investments and cryptocurrency exposure tailored to client preferences.

Stephen Lambert is a financial advisor with Investment Management & Planning LLC and holds a Series 66 designation. He began his financial advisory career in 2026, concurrently working with LPL Financial, and previously spent 11 years at Indeed, Inc. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily to individual and high-net-worth clients. The firm manages approximately $238.8 million in discretionary assets, employing a tailored supervision approach that includes fundamental analysis and portfolio rebalancing through an open-architecture platform and multiple LPL-sponsored advisory programs.

Scott Snyder is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. He has been with N1 Advisors since 2003 and concurrently worked at M. Holdings Securities, Inc. from 2003 to 2023. N1 Advisors is a four-advisor team providing discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across five offices and emphasizes client-specific profiles and investment objectives, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products.

Douglas Mc Coy Jr. is a financial advisor at Montchanin Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Montchanin, he worked at Summit Rock Advisors, Deloitte, and held positions at Duke University and Furman University. Montchanin Asset Management provides separate-account investment management to a diverse client base including individuals, families, trusts, charitable organizations, and small businesses. The firm employs a proprietary, fundamental bottom-up process focused on active management of primarily U.S. large-cap equities, managing concentrated portfolios with a blend of growth and value styles under full discretionary authority.

Howard Richardson is a CFP® professional with 34 years of industry experience. He has been with Investment Management & Planning LLC since 2002 and has also been associated with LPL Financial since 1997. Outside of his advisory work, he owns two coffee-related businesses, Kaffe Karma in Greenville, DE, and Karmas Korner in Wilmington, DE. Investment Management & Planning LLC provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients. The firm offers portfolio management using mutual funds, ETFs, equities, and fixed income, emphasizing personalized asset allocation and ongoing account supervision.

Stephen Hyde is a CERTIFIED FINANCIAL PLANNER™ professional with over 36 years of industry experience. He has been with HFM Investment Advisors, Inc. since 1993 and also has a long tenure at MML Investors Services, Inc. Outside of his advisory work, Hyde serves on the board of the Catholic Leadership Institute, where he is involved in training Catholic priests, and he is a board member at St. Marks High School. HFM Investment Advisors advises individuals, including high-net-worth clients, as well as institutional and fiduciary clients, providing discretionary investment management and comprehensive financial planning. The firm employs a fundamental security analysis and asset allocation approach focused on diversification, tax efficiency, and aligning strategies with client goals and time horizons.

Eric Pressler is a financial advisor at N1 Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at M Holdings Securities, Inc. from 2004 to 2023. Pressler has been with N1 Advisors since 2003, contributing to the firm’s team of four advisors. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates from five offices, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products on a discretionary basis.

Brent Bonstingl is a financial advisor at Delaware Wealth Planners with 13 years of industry experience. He holds the Series 66 and Series 65 licenses and has worked at Delaware Avenue Wealth Planners, LLC since 2013 and Penn Investment Advisors, Inc. from 2014 to 2021. In addition to his advisory role, he works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs various analytical approaches and utilizes a broad range of investment options, including mutual funds, private equity, and ETFs, while also providing cash-management and family-office bookkeeping services.

Patrick Rogan is a CFP® professional with 15 years of industry experience, currently serving at Black Arrow Capital LLC. His prior roles include positions at Fidelity Brokerage Services and Capital One Investment Services, as well as academic involvement at Villanova University. Black Arrow Capital LLC provides investment management and financial planning to individuals, high net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active manager selection and offers services ranging from wealth management to retirement plan consulting.

Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.

Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.

Timothy Humphreys is a CFP® with 14 years of industry experience, currently advising at Delaware Wealth Planners in Wilmington, DE. His prior work includes roles at Eagleview Advisors and Delaware Avenue Wealth Planners, alongside entrepreneurial ventures such as owning and advising multiple businesses including a business consulting firm and several service companies. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical investment approaches and a broad range of strategies, including the use of third-party sub-advisors and alternative investment vehicles.

Connor Matheny is a CFP® with three years of industry experience and currently serves as a financial advisor at Rockford Financial Planning in Wilmington, DE. He has worked exclusively with Rockford Financial Planning since 2021, with prior experience outside the financial sector. Rockford Financial Planning serves individual clients, including high-net-worth households, and provides consulting to employer retirement plans. The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, managing accounts on a discretionary basis through a wrap fee program that combines advisory, trading, and custodial services into a single billing arrangement.

John Abood is a CFP® with 30 years of industry experience, currently serving as an advisor at Investment Management & Planning LLC since 2006. He has also been associated with LPL Financial since 2003. In addition to his advisory roles, he is involved with Abood Financial, Inc., a business entity related to his financial activities. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers portfolio management on both discretionary and non-discretionary bases, utilizing mutual funds, ETFs, equities, and fixed income, with an emphasis on individualized asset allocation and ongoing account supervision.

Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

Thomas Caffrey Sr. is a financial advisor at Moyer Wealth Management with 11 years of industry experience. He previously worked at Main Line Financial Advisors for 10 years and operated Caffrey Retirement Solutions for three years before joining his current firm. Moyer Wealth Management serves individual and high-net-worth clients by providing investment advisory services, portfolio management, and financial planning. The firm integrates tax preparation and bookkeeping through its CPA parent company and offers tailored investment strategies with regular account reviews.