Samuel Lewis is a financial advisor at SJL Financial LLC in Wilmington, Delaware, holding the ChFC® designation and a Series 65 license with four years of industry experience. He serves as Recruiting Superintendent for the Delaware Air National Guard, a role he has held since 2012. SJL Financial, LLC is a fee-only, single-advisor firm providing project-based and ongoing comprehensive financial planning to individuals, including retail and high-net-worth clients. The firm delivers written plans and recommendations without managing assets, typically favoring passive portfolio construction and employing a mix of fundamental, technical, cyclical, and charting methods in its investment analysis.

John Anagnos is a financial advisor at Aetolia Capital LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co from 2013 to 2017 before founding Aetolia Capital in 2017. Aetolia Capital provides discretionary investment management primarily for individuals, households, and high-net-worth clients. The firm employs a macroeconomic-driven, research-intensive investment approach that integrates fundamental, quantitative, and technical analysis across various asset classes, managing about $38.85 million across approximately 63 client accounts as of the end of 2024.

Chandni Gulati is a financial advisor at NiRo Nivesto LLC with a Series 65 designation and one year of industry experience. She previously worked at Blue Cross Blue Shield and the Department of Veterans Affairs, and she is the founder of an IT consulting firm, RonIT Services. NiRo Nivesto LLC serves individuals, families, and small business owners, including healthcare professionals, offering fee-only wealth management, retirement and tax planning, and financial consulting. The firm emphasizes a proprietary investment philosophy combining strategic and tactical asset allocation with tax-aware techniques and often works in a non-discretionary oversight capacity.

Beth Moore is a CFP® and holds a Series 66 license with three years of industry experience. She is the principal advisor at Wealth Wise Planning, where she has worked since 2024. Her prior experience includes roles at Fraser Hudson, LLC, Fidelity Investments, and RBC Wealth Management. Wealth Wise Planning is a fee-only advisory firm serving individuals and high-net-worth clients with comprehensive financial planning services. The firm provides tailored, non-discretionary advice and utilizes both passive and active investment strategies, including socially responsible options upon request, without managing client assets or accepting custody.

Gregory Coverdale Jr. is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Wall St LLC in Wilmington, DE. He has worked at Indiana Merchant Banking and Brokerage Co., Inc. since 2014 and Civitas Partners since 2011. In addition to his advisory role, he provides financial planning advice to military servicemembers as a Personal Financial Counselor and manages a separate real estate business. Wall St LLC provides investment advice and financial planning to businesses, institutions, pension funds, and individual clients. The firm employs a non-discretionary investment approach combining Modern Portfolio Theory with fundamental and technical analysis, and also offers educational programming and financial-literacy workshops.

Comrie Flinn Jr. is a financial advisor at EarlyBird Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining EarlyBird Advisors, he worked at Columbia University and Davidson College. EarlyBird Advisors LLC offers automated portfolio management for individual and high-net-worth clients through an online platform, utilizing algorithm-based portfolios tailored to client inputs. The firm combines modern portfolio theory with a long-term trading strategy and includes private placements and venture capital alongside traditional investments in its robo-advisory model.

Thomas Ambrose is a financial advisor at Ambrose Wealth Management in Chadds Ford, PA, with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has managed his independent firm for over a decade. In addition to advisory services, he conducts business consulting and development and is an independent insurance agent for various companies. Ambrose Wealth Management provides wealth and retirement planning along with discretionary portfolio management for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework to create tailored investment strategies across conservative to aggressive objectives.

John Cleaver is a ChFC® and Series 63–licensed financial advisor with 37 years of industry experience. He has been the sole advisor at Creative Financial Concepts, Inc. in Wilmington, DE since 1986. Creative Financial Concepts provides financial planning, retirement-plan analysis, employee education, business consulting, and seminars to individuals, families, trusts, businesses, and pension and profit-sharing plans. The firm specializes in retirement plan consulting and employee education to assist sponsors with 404(c) compliance, recommending third-party portfolio managers without managing client assets directly.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

George Cones is a financial advisor with Third Sigma Investment Advisors LLC in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Third Sigma since 2009 and also operates an IT consulting and hardware/software sales business through Techlogic, Inc. Additionally, he maintains a legal practice as an attorney. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a cost-effective investment approach combining active managers and low-cost mutual funds and ETFs, with a focus on customized asset allocation and tax-efficient transitions.

Samuel Hyland is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked with Walnut Green Asset Management since 2013 and is also involved with Chalk Creek SLP, LP and Chalk Creek Partners GenPar, LLC. Outside of his advisory role, Hyland is a semi-passive investor in Rukket LLC, a sporting goods company, and holds minority ownership in LiveOne LLC, a social media company, among other business interests. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts using a long-term, fundamentals-based, buy-and-hold approach and serves as co-investment adviser and manager to a private pooled vehicle, employing a combination of equity compounding and tactical positioning across asset classes.

Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.

Donald Nicholson is a financial advisor with Donald W. Nicholson & Associates Ltd in Wilmington, DE, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with his current firm since 1996. In addition to his advisory role, he is involved in insurance sales. Donald W. Nicholson & Associates serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, managing over $171 million in assets. The firm provides non-discretionary asset management, personal financial planning, and retirement plan consulting, utilizing model portfolios through Schwab’s Institutional Intelligent Portfolios program.

Damon Nickle is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding a Series 65 credential and 15 years of industry experience. His prior roles include 11 years at Biddle Capital Management and five years at Delaware Avenue Wealth Planners, LLC. He also 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, providing discretionary portfolio management, financial planning, and pension consulting with a broad investment menu and multiple analytical approaches.

Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC with 25 years of industry experience. He holds a Series 65 credential and has worked at Bell Rock Capital, LLC since 2017. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of commercial real estate. Montchanin Asset Management provides separately managed equity portfolios primarily focused on large-cap U.S. equities for individuals, families, trusts, charitable organizations, pension plans, and small businesses. The firm employs a proprietary, fundamentally driven bottom-up investment process complemented by macro and technical analysis, managing portfolios with a low-turnover, long-only approach.

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.