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 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.

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 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.

Shane Scott is a CFP® with six years of industry experience and is currently affiliated with Turner Financial Group, Inc. He has held roles at several firms including Dedicated Financial Services, SGL Financial, LLC, and Oxley Capital Management, LLC. Outside of financial advising, he co-owned This and That Supplies LLC from 2018 to 2021. Turner Financial Group is a nine-advisor team serving individuals, families, high-net-worth clients, and charitable organizations with comprehensive financial planning and discretionary asset management. The firm employs multiple analytical approaches through its Precision Portfolio Solutions model portfolios and offers retirement plan advisory and implementation services, operating across several locations and conducting public educational seminars.

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 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 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.

Michael Redmond is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Kestra Advisory Services, WFG Investments, and Equity Services. Outside of his advisory role, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services with an investment approach that emphasizes tactical diversification and customized asset allocation.

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.

Sean Merlonghi is a CFP® with 13 years of industry experience. He is currently an advisor at Dakota Wealth, LLC, having joined the firm in 2025. Prior to this, he worked at Lokken Investment Group, LLC for seven years, and also held positions at Wells Fargo Clearing and Edward Jones. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and charitable organizations. The firm provides customized wealth management and investment services, emphasizing long-term portfolio construction and ongoing due diligence, with a notable role as manager and general partner to private funds and engagement as a sub-adviser to a registered ETF.

Andreas Caruso is a financial advisor at Diversify Wealth Management, LLC, holding a Series 65 credential. He joined the firm in 2025 and is based in Lewes, Delaware. Prior to his advisory role, his background includes multiple periods of full-time education at the University of Delaware and experience in various positions outside the financial industry. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm uses a tactically diversified investment approach across multiple platforms, incorporating mutual funds, equities, fixed income, ETFs, private equity, and alternative strategies, with discretionary and non-discretionary management aligned to clients’ objectives.

Jay Middleton is a ChFC® charterholder with 29 years of experience in the financial services industry. He has worked at firms including One North Wealth Services, LLC, Ocean View Advisory LLC, and Lokken Investment Group, LLC before joining Dakota Wealth, LLC in 2025. He is currently dually registered as an investment advisor representative with Dakota Wealth and Lokken Investment Group on a temporary and transitional basis. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement advisory services. The firm builds customized, primarily long-term portfolios using a variety of investment vehicles and maintains an active role as a manager and general partner in private funds and as sub-adviser to a registered ETF.

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.

Carrie Ruark is a Series 65-licensed advisor at Dakota Wealth, LLC with 19 years of industry experience. She worked at Lokken Investment Group, LLC for 17 years prior to joining Dakota Wealth. Ms. Ruark is currently dually registered with both firms on a temporary and transitional basis. Dakota Wealth serves a diverse client base including individuals, trusts, retirement plans, and business enterprises. The firm offers customized, primarily long-term portfolio management using a range of investment vehicles, and is notable for its active management of private funds and sub-advisory role to a registered ETF.

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.

Laura Balback is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Diversify Advisory Services, LLC and has previously worked at DFPG Investments, LLC, CWM Advisory, LLC, SCF Investment Advisors, Inc., and Creative Wealth Management, LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services with an investment approach focused on tactical diversification and individualized asset allocation tailored to client goals and risk tolerance.