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® with 30 years of industry experience. He currently serves as an advisor at Dakota Wealth, LLC and previously worked at Lokken Investment Group, Ocean View Advisory, and One North Wealth Services. Dakota Wealth, LLC provides wealth management and investment advisory services to a diverse clientele including individuals, trusts, foundations, retirement plans, charitable organizations, and businesses. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and emphasizes ongoing oversight and due diligence.

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 credential and previously worked for Brandywine Global Investment Management, LLC, where he spent a total of 15 years across two tenures. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning and investment management with a focus on multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

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 firms including Creative Wealth Management, LLC and CWM Advisory, LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach emphasizes tactical diversification and customized asset allocation, offering a range of portfolio management and consulting services tailored to client goals.

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, currently serving as an advisor at Dakota Wealth, LLC since 2025. She previously worked at Lokken Investment Group, LLC for seven years and has experience with equine businesses including Leg Up Stables and Millington Stables. During a transitional period, she maintained dual registration with both Dakota Wealth and Lokken Investment Group, which are unaffiliated firms. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of services such as wealth management, investment management, financial planning, and retirement plan advisory, with a focus on customized, primarily long-term portfolios using a variety of investment vehicles and active involvement in private funds and a registered ETF.

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.

Eddie Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Diversify Wealth Management, DFPG Investments, Kestra Advisory, WFG Advisors, and National Life of Vermont. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, using a tactical diversification approach tailored to client goals, time horizons, and risk tolerance.

Carter Mc Clung is a CFP® professional with five years of industry experience, currently serving at AlphaCore Capital LLC since 2026. His prior experience includes six years at Dravo Bay, LLC, operating as Blue Rock Financial Group, as well as roles at Bell Rock Capital, Creative Financial Group, and the University of Delaware. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion in assets. The firm serves individuals, entities, and institutional investors, offering financial planning, investment management, retirement plan advisory, and other services, with a focus on multi-asset portfolios that combine alternative investments and traditional asset classes.

William Brooks Sr. is a Series 66 credentialed advisor with 22 years of industry experience. He has worked at CL Wealth Management LLC since 2017 and previously spent 11 years at Wilbanks Securities Advisory and Wilbanks Securities, Inc. Outside his advisory role, he owns Cuprosper, a business providing minor tax work and consulting services to credit unions. CL Wealth Management LLC offers portfolio advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a range of investment strategies and provides both discretionary and non-discretionary account management.

Garrett Hudson is a financial advisor at Dakota Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at State Farm Investment Management. Outside of his advisory role, Hudson is involved as an agent employee with Billy J Reese III's Insurance Agency. 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 with ongoing oversight and due diligence.

Evan Hine is a CFP® with four years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, he held roles at Lokken Investment Group, Merrill Lynch, and several other financial services firms. He was also employed at Indian River Seafood Company and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, and charitable organizations. The firm offers customized wealth management and investment services, emphasizing discretionary portfolio management and active roles in private funds and registered ETFs.