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Cynthia D
CFP®, Series 63
Bethany Beach, DE
Smithbridge Asset Management, Inc.
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.
Wesley H
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
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 M
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
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.
Leonard H
CFP®, Series 65
Rehoboth Beach, DE
Turner Financial Group, Inc.
Leonard Hayduchok is a CFP® professional with 19 years of industry experience, currently serving at Turner Financial Group, Inc. He has held roles at several related financial services firms since 2007, including Dedicated Senior Advisors and Dedicated Financial Services. Turner Financial Group operates as an eight-advisor team managing approximately $230 million in client assets. The firm serves individuals, families, high-net-worth clients, and charitable organizations with a range of services including comprehensive financial planning, discretionary asset management using model portfolios, and sub-advisory services for third-party advisers.
Kenneth N
CFP®, Series 63
Fenwick Island, DE
Blackdiamond Wealth Management, LLC
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 A
Series 63, Series 65
Fenwick Island, DE
GreenLeaf Financial Network, LLC
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.
Joseph B
CFP®, Series 66
Georgetown, DE
Ballast Financial Advisors, LLC
Joseph Baker is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Ballast Financial Advisors, LLC, where he has worked since 2019 and serves as Managing Member and Chief Compliance Officer. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Baker is also the owner of a CPA firm, Ballast & Associates, LLC, which provides tax advisory services. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and occasionally third-party managers to implement individualized portfolios.
Mark M
CFP®, Series 65
Georgetown, DE
Ballast Financial Advisors, LLC
Mark May is a CFP® with two years of industry experience, currently serving as a financial advisor at Ballast Financial Advisors, LLC. His prior experience includes roles at JP Morgan Chase & Co. and various positions outside finance. He serves on the board of directors for People's Place, a nonprofit addressing social and mental health needs in Delaware. Ballast Financial Advisors, LLC serves individual and high-net-worth clients as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, standalone financial planning, and retirement plan consulting, employing a mix of analytical methods and occasionally using third-party money managers to implement client strategies.
Derrick D
Series 65
Rehoboth Beach, DE
BDFS Capital LLC
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.
Christopher H
Series 66
Ocean Pines, MD
Snowden Capital Advisors LLC
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 K
Series 63, Series 65
Ocean Pines, MD
Snowden Capital Advisors LLC
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.
Scott M
CFP®, Series 63, Series 65
Rehoboth Beach, DE
Mutual Of Omaha Investor Services, Inc.
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 B
Series 63, Series 65
Rehoboth Beach, DE
Bryn Mawr Trust Advisors, LLC
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 P
Series 63, Series 65
Rehoboth Beach, DE
Bryn Mawr Trust Advisors, LLC
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.
Justin B
Series 65
Rehoboth Beach, DE
AlphaCore Capital LLC
Justin Bennitt is a financial advisor at AlphaCore Capital LLC with 16 years of industry experience. He holds a Series 65 designation and has previously worked at Brandywine Global Investment Management, LLC, among other firms. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.
Rosemarie D
Series 63, Series 65
Millsboro, DE
Great Valley Advisor Group, LLC
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 G
Series 65
Rehoboth Beach, DE
Bryn Mawr Trust Advisors, LLC
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 O
CFP®, Series 63, Series 65
Millsboro, DE
Advisors Capital Management, LLC
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 B
Series 63, Series 65
Rehoboth Beach, DE
Arkadios Wealth Advisors
Benjamin Bateman is a financial advisor with Arkadios Wealth Advisors in Rehoboth Beach, DE, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Arkadios Wealth and Arkadios Capital since 2021 and previously at Lincoln Financial Advisors Corporation. Outside of advising, Bateman co-owns Dorey & Bateman Business Solutions LLC, which provides tax preparation and professional employer organization services, and he offers accident and health insurance, disability insurance, fixed annuities, and traditional life insurance as an agent. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management along with ERISA retirement plan consulting, employing a range of investment strategies tailored to client risk profiles across multiple account platforms.
Carter M
CFP®
Rehoboth Beach, DE
AlphaCore Capital LLC
Carter Mc Clung is a CFP® professional at AlphaCore Capital LLC with five years of industry experience. He previously worked at Dravo Bay, LLC dba Blue Rock Financial Group, Bell Rock Capital, and the University of Delaware. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with a focus on both traditional and alternative investment strategies.
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