Sherley Legerme is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has 14 years of industry experience, including work with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory services, she is involved in the sale of home security and automation products and related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering advisory services based on model portfolios created by unaffiliated asset managers.

Kari Kroll is a CFP® with 16 years of industry experience, currently with LPL Financial since 2021. She has worked at M&T Securities and M&T Bank since 2012, and held roles at J.P. Morgan Services Inc. and J.P. Morgan Securities LLC beginning in 2011. Outside of her advisory work, she owns Mr. Mulch First State, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by its investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Anthony Johnson is a financial advisor at Edward Jones with 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he serves on the United Way of Delaware Advisory Board Investment Committee, is a trustee and chair of the finance committee at St. Anne's Episcopal School in Middletown, DE, and is a researcher, author, and speaker on historical topics. He also serves as a board member for Nehemiah Gateway Corp in Wilmington, DE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Keith Garland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory approach is IPS-driven and incorporates a range of investment vehicles, including insurance-related products and bank deposit sweep options.

Mark Bacon Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of experience at the firm. He is based in Newark, DE. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at various M&T Bank entities, including M&T Securities and M&T Financial Services. Stevens also spent three years running DE Home Improvements. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by extensive technology and a broad range of financial products.

Evelyn Davies is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Northrop Grumman Systems Corporation and Accenture. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Elias is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Edward Jones for nine years and Consolidated LLC for one year. He holds Series 63 and Series 66 designations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a variety of investment strategies.

Stephen Houston is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at BlackRock and Morgan Stanley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Marc Wilson is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and has worked in related roles at Primerica Financial Services since 2020. Outside of his advisory work, he has been involved with Imhotep Institute Charter High School since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Russell Kuchera is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at M&T Bank, Citizens Securities, Wells Fargo Clearing, and PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and advisor tools.

Michael Schoenleber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Raymond James since 2009 and is also associated with Fulton Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Kevin Washington is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.

Paul Mitchell is a CFP® with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He has also been affiliated with MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a partner in NOW WHAT FINANCIAL EDUCATION, LLC, where he co-authors books and performs paid speaking engagements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, goal-oriented planning using advanced software tools and delivers recommendations without direct investment discretion.

Marco Nava is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes positions at Wells Fargo Bank, MUFG Union Bank, PNC, and Citizens Business Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Tabatha Schury is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2015. She previously worked at Charles Schwab Bank from 2015 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and alternative investment options.

Remo Orsini Jr. is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Middletown, Delaware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Awa Njie is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 66, 63, and 65 licenses, and has 15 years of industry experience. Prior to joining Primerica Advisors in 2019, Njie worked at J.P. Morgan Securities and Jpmorgan Chase. Outside of advisory duties, Njie serves as president of Smiling Coast Financial Services, LLC, an entity established for Primerica-related investment business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Carlos Ward Jr. is a CFP® with 34 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at SagePoint Financial, Inc. and First Allied Advisory Services, INC. Outside of his advisory work, he is president of Kingdom Business & Technical Institute, a nonprofit focused on technical training for foster care and underserved high school students. OSAIC Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with various portfolio management tools and third-party partnerships.

Dawn Allen Pyne is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes roles at Delaware Micro-Computer and ongoing service with the State of Delaware, alongside her tenure at Primerica Advisors since 2013. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.