Wallace Kennedy is a financial advisor at MFG Investments, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Kennedy is also involved in producing a podcast that discusses financial planning, investments, and basketball. MFG Investments serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, provides model portfolios, and offers educational seminars and workshops at no charge.

Cynthia De Sainte Maresville is a CFP® with 31 years of industry experience. She is currently with Smithbridge Asset Management, Inc., where she has worked since 2022. Her prior experience includes roles at Quantum Strategies, LLC, Mass Mutual Investors Services, and MSI Financial Services. In addition to her advisory work, she has been an independent insurance agent since 1994. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and provides both individualized account management and model portfolio solutions across retail and institutional clients.

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.

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 Hayes is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously held roles at Bank of America, N.A. and Merrill. Hayes serves on the board of The Salisbury School in a voluntary capacity with no compensation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with institutional capabilities and a broad range of investment strategies.

Ryan Kirby is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Merrill from 2004 to 2017 before joining Snowden Lane Partners in 2017. Outside of his advisory role, he serves on the boards of Atlantic General Hospital Foundation and Diakonia, a nonprofit providing emergency shelter and food to the homeless, and acts as treasurer for the Stray Fox Homeowners Association; he also officiates youth basketball games in Ocean City. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, providing customized model portfolios and utilizing third-party managers while maintaining overall client oversight.

Hillary Leffler is a Series 66-licensed advisor with five years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. She has previously worked at firms including The Leaders Group Inc, Betz Financial Advisory, Lincoln Financial Securities, and Academy Financial. Outside of her advisory role, she owns a permanent jewelry business called LAYERED & LINKED. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates primarily through Envestnet and Pershing platforms and integrates advisory, broker-dealer, and insurance distribution businesses within the Mutual of Omaha group.

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.

Linda Derickson is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Founders Financial Securities since 2008 and operates her own financial planning business, Derickson Financial, where she provides client consultations, financial plans, and investment strategy evaluations. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of advisers. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of advisory platforms and model-based strategies.

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.

Michael Mannone is a financial advisor at CreativeOne Securities, LLC with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. In addition to his advisory work, he is an agent involved in life insurance and fixed annuity sales through Sawyer Wealth Management. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party managers and proprietary advisory platforms.

Todd Weller is a financial advisor with Stephens in Ocean City, MD, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining Stephens in 2024, he worked at ZeroFox Inc, Threater Inc, and CyberXperts LLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines substantial broker-dealer and investment banking activities alongside its advisory services.

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.

Adam Grace is a financial advisor at Valic Financial Advisors with a Series 66 designation and three years of industry experience. His prior work includes positions at Agia and Weinkam & Weinkam, P.A., as well as entrepreneurial experience with Grace Lawn Care. He also has involvement with non-securities insurance products through a role at Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Rogers is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, 63, and 65 credentials and 30 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Prudential affiliates, M&T Securities, and CUNA Mutual Group. Outside of finance, he is active as a musician, playing bass, guitar, and singing. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice and education programs that focus on asset allocation, contribution rate, and retirement age guidance. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and manages a large client base primarily with non-discretionary assets.

Gia Raines is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. She has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

William Poff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of services such as brokerage, financial planning, and advisory programs.

Brittany Pridgeon is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior work includes nearly a decade at OSAIC, and she has additional roles outside finance such as volunteering as a general council member for the Atlantic General Hospital Foundation and owning an LLC that provides marketing and business administration support to local small businesses. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, delivering tailored advice through a large network of advisors and maintaining distinct operational partnerships with broker-dealers and third parties.

Daniel Crocker is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial and its predecessor firms since 1994 and has also been involved with Private Advisor Group, LLC since 2014. Outside of his advisory roles, he operates Sage Financial LLC, an independent investment advisory firm. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and provides diverse investment solutions such as model portfolios, third-party asset management, and both advisory and brokerage services.

David Ryan is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at LPL Financial LLC, Compass Investment Advisors, and Philadelphia Gas Works. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party managers, and a firm-managed separately managed account platform, utilizing a range of analytical approaches and client-centered solutions.