Wesley Humes is a financial advisor at BDFS Capital LLC with Series 65 credentials and one year of industry experience. Prior to joining BDFS Capital, he worked in construction and has been involved with Blue Hen Restaurant for eight years. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs diverse analytical methods and offers both long-term and short-term trading approaches, sponsoring a wrap fee program and including a broad investment universe that encompasses alternatives such as private equity and venture capital.

Joseph Mc Gloin is a financial advisor at BDFS Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Starboard Claw and Fin's Hospitality Group. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple analytical methods and offers both long-term and short-term trading strategies, sponsoring a wrap fee program and managing a broad investment universe that includes alternatives such as private equity and commodities.

Justin Bennitt is a financial advisor at Blue Rock Financial Group with 16 years of industry experience. He holds a Series 65 credential and previously worked at Brandywine Global Investment Management, LLC for 11 years. He is also involved with Dravo Bay LLC. Blue Rock Financial Group serves individuals, high-net-worth families, trusts, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term strategic asset allocation approach using low-cost ETFs and institutional share classes, integrating financial planning with ongoing portfolio monitoring and reviews.

Leonard Hayduchok is a CFP® professional with 18 years of experience in financial services. He is currently with Turner Financial Group, Inc. and has held roles at several firms including Dedicated Senior Advisors and SGL Financial, LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis.

Kenneth Nuttall is a CFP® professional with eight years of industry experience, currently serving as an advisor at BlackDiamond Wealth Management, LLC since 2018. Prior to joining BlackDiamond, he worked at Acorn Financial for two years. In addition to his advisory role, he spends part of his time engaged in insurance sales. BlackDiamond Wealth Management is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services, with a generally long-term, diversified investment approach.

Carter Mc Clung is a CFP® professional with four years of industry experience, currently serving at Blue Rock Financial Group. His prior roles include positions at Dravo Bay LLC and Bell Rock Capital, as well as work associated with the University of Delaware. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, focusing on low-cost ETFs and mutual funds, and integrates financial planning into its advisory relationships.

Todd Roselle is a CFP® and ChFC® with 21 years of industry experience. He is a member of the investment committee for the State of Delaware, providing oversight for the state’s retirement, 529, and ABLE plans. Roselle has previously worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. He serves as president of the Harmon Bay Homeowners Association. Blue Rock Financial Group offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and plan sponsors. The firm employs a modern portfolio theory-based approach, combining ETF-focused long-term strategic allocation with periodic rebalancing and selective tactical adjustments, delivering solutions through both institutional platforms and an advisor-integrated robo-advisor.

Michael Alba is a financial advisor at GreenLeaf Financial Network, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GreenLeaf Financial Network since 2016. Outside of his advisory role, he is also a licensed insurance agent. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm uses multiple methods of analysis and a range of strategies tailored to client objectives, delivering services primarily through a network of independent Investment Adviser Representatives.

Christopher Owens is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Blue Rock Financial Group, a team-based firm in Rehoboth Beach, DE, and has held prior roles at Wealthspire Advisors, Morgan Stanley, and Convergent Wealth Advisors. Blue Rock Financial Group provides discretionary investment management and comprehensive financial planning for individuals, families, trusts, and businesses. The firm uses a modern portfolio theory-based approach with ETF-driven strategies, combining institutional platforms and an advisor-guided robo-advisor to deliver customized portfolios and ongoing client oversight.

Derrick Diksa is a financial advisor with BDFS Capital LLC, holding a Series 65 credential and having three years of industry experience. Prior to joining BDFS Capital, he worked at Bank of America for eight years and held positions at Clearent by Xplor, Baywood Greens, and Ed Oliver Golf Club. Outside of his advisory role, he is president of The Lewes Collective, a professional networking group focused on values and ethics, and serves as vice-president of the Business Network International Rehoboth 1 Chapter. BDFS Capital LLC provides portfolio management and financial planning services to individuals, charitable organizations, retirement plans, corporations, and trusts. The firm employs multiple investment analysis methods and manages both long-term and short-term trading strategies while maintaining a relatively broad investment universe and sponsoring a wrap fee program.

Scott Mahoney is a CFP® professional affiliated with Mutual of Omaha Investor Services, Inc., with 15 years of industry experience. He has been associated with United/Mutual of Omaha since 2005. Outside of his advisory role, Mahoney serves on the board of Adopt A Homeless Animal Rescue, Inc., a charitable organization. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Jacquelyn Blue is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Bell Rock Capital, LLC from 2007 to 2023 before joining Bryn Mawr Capital Management, LLC in 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and fiduciary services to individuals, institutions, and high-net-worth clients. The firm employs a proprietary multi-asset approach, blending strategic allocation with active and passive management, and distinguishes itself through bank affiliation and co-advisory arrangements with WSFS Bank.

Quiaunna Powell is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Merrill Lynch/Bank of America, Wells Fargo Clearing, J.P. Morgan Securities LLC, and Bryn Mawr Capital Management. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement-plan fiduciary services to individuals, institutions, and qualified plans. The firm uses a proprietary multi-asset investment approach combining strategic allocation, tactical adjustments, and a mix of active and passive managers.

Rosemarie Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. for 11 years and has been associated with Penn Mutual Life Insurance Company since 2013. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Gordon Glanden is a financial advisor at Bryn Mawr Trust Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked as an independent contractor physical therapist, operating HG PT Solutions LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, and other entities. The firm offers customized investment policy development, diversified portfolio management, and retirement plan fiduciary services, supported by its affiliation with WSFS Financial Corporation and sub-advisory relationships with other RIAs and trust companies.

Mark Opila is a CFP® professional with 20 years of experience in financial advising, currently with Advisors Capital Management, LLC since 2006. His credentials include Series 63 and Series 65 registrations. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets and acting as an outsourced sub-advisor to intermediaries.

Benjamin Bateman is a financial advisor with Arkadios Wealth Advisors and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including prior roles at Lincoln Financial Advisors Corporation. Outside of advising, he co-owns a tax preparation and business solutions firm and offers accident and health insurance products. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans through various managed accounts and incorporates fundamental, technical, and cyclical analysis within its investment approach.

William Brooks Sr. is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wilbanks Securities Advisory and Wilbanks Securities, Inc. Brooks also owns Cuprosper, where he provides minor tax work and consulting services to credit unions. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Michael Garofalo is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 2011. In addition to his advisory role, he sells and services life, health, fixed annuities, disability, long-term care, Medicare supplemental, and property and casualty insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach that incorporates risk assessments and periodic client reviews.

Sara Lawson is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Malvern Federal Savings Bank and Bell Rock Capital, LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios through Independent Managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other trust companies.