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.

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.

Shane Scott is a financial advisor at Turner Financial Group, Inc. in Lewes, DE, holding a Series 65 designation with five years of industry experience. His prior work includes roles at SGL Financial, LLC and Oxley Capital Management, LLC, as well as involvement with This and That Supplies LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, sub-advisory referrals, and a range of planning-focused engagements.

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.

Ryan Filiaggi is a financial advisor at Turner Financial Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IP Financial Advisory Services LLC and Newbridge Securities Corporation. Filiaggi is also a licensed insurance agent in Delaware. 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 for about 500 clients through a team of eight advisors, using model-based allocations and a combination of fundamental, technical, and cyclical analysis.

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 with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Wfg Investments Inc. Outside of his advisory work, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, incorporating a wide range of investment instruments and strategies.

Scott Mahoney is a CFP® professional with 14 years of experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has been with United/Mutual of Omaha since 2005. Outside of his advisory role, Mahoney serves as a board member of Adopt a Homeless Animal Rescue, Inc., a charitable organization. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions primarily through its network of Investment Advisor Representatives.

Sean Merlonghi is a CFP® with 12 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. He has previously worked with Lokken Investment Group, LLC and Wells Fargo Clearing Services, LLC. Mr. Merlonghi is dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm employs diversified, customized portfolio strategies using a range of investment vehicles and combines multiple research approaches while providing oversight of independent managers.

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 financial advisor with Dakota Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Lokken Investment Group, LLC, Ocean View Advisory LLC, and One North Wealth Services, LLC. Mr. Middleton is currently dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm offers customized portfolio construction using diversified allocations across multiple asset classes, combining fundamental and technical research, and manages various investment vehicles including registered mutual funds and ETFs.

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 financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds a Series 65 designation and previously worked at Lokken Investment Group, LLC. Ms. Ruark is currently dually registered with both Dakota Wealth, LLC and Lokken Investment Group, LLC on a temporary and transitional basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process combining fundamental, technical, cyclical, and charting analysis. Dakota Wealth also serves as an investment manager to a registered mutual fund, acts as sub-adviser to an ETF, manages private funds, and accepts investment company clients.

Laura Balback is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at DFPG Investments, LLC, CWM Advisory, LLC, Scf Investment Advisors, Inc, and Creative Wealth Management, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Megan Stack is a financial advisor at CoreCap Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a significant tenure at Fidelity Investments and roles at Fidelity Personal and Workplace Advisors before joining CoreCap Advisors. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a long-term, relationship-oriented investment approach.

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.

Jessica Bimonte is a CFP® with six years of industry experience. She currently serves as an investment advisor representative at Dakota Wealth, LLC and is also dually registered with Lokken Investment Group, LLC. Her prior work includes positions at Lokken Investment Group and stables management roles at Leg Up Stables and Millington Stables. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm offers customized wealth management and investment services, emphasizing long-term portfolio construction and active management of private funds and registered ETFs.

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.