Aj Lopez is a Financial Advisor at Merrill Lynch Wealth Management focused on providing clear, actionable strategies for long-term financial success. Drawing on six years of active duty service in the United States Air Force, Aj emphasizes preparation, accountability, adaptability, and calmness under pressure in his advisory approach. He works with individuals, families, corporate executives, and business owners to simplify complex financial decisions related to retirement income planning, tax minimization, portfolio management, and small business strategies. Aj's methodology centers on practical, disciplined planning tailored to clients' unique goals, leveraging the resources of Merrill and Bank of America to deliver integrated financial solutions. Aj holds a Bachelor's Degree from the University of Delaware and carries the Personal Investment Advisor (PIA) designation. Outside his professional activities, he enjoys baseball, boxing, chess, football, golfing, hiking, skiing, and spending time with his family.

Douglas Mac Cormack is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 21 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2009 and at Fulton Bank since 2018. Outside of his advisory role, he works part-time as a scout for the Dubuque Fighting Saints hockey team on the East Coast. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains a notable affiliation with a municipal advisor that supports its public finance activities.

Drew Hoffman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the Armstrong Bugher Group, which coordinates and oversees the financial affairs of families, retirees, corporate executives, business owners, and nonprofit organizations primarily in the Wilmington and Greater Philadelphia areas, as well as nationally. Drew’s approach emphasizes building personalized, goals-based wealth management strategies designed to help clients achieve their financial objectives. With a background that includes roles as a human resource executive at Bank of America and Associate Market Executive at Merrill Wealth Management, Drew transitioned to financial advising in 2015 to serve clients directly. He focuses on areas such as employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Drew holds a Bachelor's degree in Economics from Indiana University and a Master's degree in Human Resources from Michigan State University. He is also a Personal Investment Advisor (PIA). Outside of his professional life, Drew enjoys golfing, music, traveling, and spending time with his family, including his wife Kim and their two rescue dogs. He is active in the community, serving on the Board of the Delaware Humane Association and involved with the Pancreatic Cancer Action Network. Fluent in English and French, Drew combines his diverse interests and experience to build strong relationships with clients and support their financial success.

Robert Judge is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations through a centralized consulting team.

Eduardo Deguzman Jr. is a financial advisor with OSAIC in Newport, DE, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. Additionally, he acts as an insurance agent offering fixed and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering various managed account strategies and third-party money manager programs.

Corey Wertz is a financial advisor with Charles Schwab who holds the CFP® designation and has 12 years of industry experience. His career includes multiple roles at Charles Schwab and a one-year tenure at Fidelity Investments. Outside of his advisory work, he serves as assistant treasurer of One Basket LLC, a company involved in real estate investment. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Anthony Frese is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Capelli, and Veery Capital. Outside of finance, he has experience working at Cafe Gelato. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Rebecca Mcgehean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Avon Grove Nazarene Academy for 17 years and has involvement with Avon Grove Library. Outside of her advisory role, she contributes administratively to Rae McPherson Creative. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers.

Coty Schnake is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Citizens Securities and Morgan Stanley. Outside of finance, Schnake is an independent personal trainer who writes training and diet guidelines and has experience as an actor performing background work and minor speaking roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory with other financial products, providing tailored investment recommendations through its network of advisors.

Nathan Moyer is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he had brief roles at Mass Mutual and experience in hospitality and retail businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Thomas Wood III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Trentowski is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at METLIFE SECURITIES Inc. She also serves as an insurance agent specializing in life, fixed annuities, and health products and is a partner in an LLC formed to manage payroll for her assistant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through structured, collaborative client relationships using firm-approved analytical tools.

Mark Cannon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at City National Bank, Deutsche Bank Securities Inc., and RBC Capital Markets. Outside of his advisory role, he serves on the board of an early childhood care organization in Newark, DE, and is an advisory board member for a software company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs tailored to clients' risk profiles, utilizing both in-house and third-party investment managers and providing various portfolio management and financial planning services.

Evelyn Davies is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at David's Bridal, PFS Investments Inc., Accenture, Northrop Grumman Systems Corporation, UIC Bowhead, and Primerica Financial Services. She is involved in sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers and supports trade execution and account custody through established financial service providers.

Elizabeth Orth is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wilmington Trust Company and Centaur Media, as well as a financial advisory role at Kimberlee M. O. LLC where she meets with clients to review and update investment and insurance solutions. Orth is also co-owner of Family First Legacy LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize investment research, third-party data, and algorithmic tools, operating within a product ecosystem that includes affiliated fund options.

Dawn Cote is a financial advisor with Merrill in Newark, DE, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Merrill since 2002. Outside of her advisory work, she operates a sole proprietorship involved in family-held Ebay and Poshmark sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Lincoln is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, RBC Capital Markets, and City National Bank. He is also the owner of Rose Financial LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Matthew Johnson is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Diamond State Financial Group, Minnesota Life Insurance Company, and Securian Financial Services Inc. Outside of finance, he has worked in the hospitality sector, including at Chesapeake Inn Restaurant & Marina. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Alvini is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at LPL Financial and Avantax, as well as operating his own firm, Alvini & Associates, P.A. He also owns a tax preparation business through Alvini & Associates CPA & Financial Services. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dace Blaskovitz is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His career includes positions at Cantella & Co., Inc., Lockwood Financial Services, and multiple roles within Cambridge Investment Research. Outside of advising, he is a fitness instructor and hosts a radio show for Delaware Public Media. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals across multiple platforms and custodians.