Dennis Valentino is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the board of a condominium association and holds trustee positions for multiple 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Deion Whittington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at J.P. Morgan Securities LLC, Morgan Stanley, and Bank of America. Outside of his advisory roles, he is involved with entrepreneurial ventures including Road Warrior Enterprise and Benton Block Recordz LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Shallon Febres is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Hardik Shah is a financial professional with 23 years of industry experience. He currently works at Cetera and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, he spent two decades with Minnesota Life and Securian Financial Services. Shah is also an author. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and managerial options.

Matthew Perny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with entrepreneurs, business owners, executives, and ultra affluent families, helping them simplify complex financial needs through customized strategies. Matt leverages his fiduciary, investment, and trust experience to serve as a chief financial advocate for his clients, coordinating their objectives with accountants, attorneys, and family offices while navigating the resources of Merrill and Bank of America. Prior to joining Merrill, Matt was President and Chief Fiduciary Officer of Stifel Trust Company Delaware, N.A., where he led the national trust company and oversaw trust, investment management, and custody accounts. He began his financial services career in 2002 with Wilmington Trust Company as a Private Client Advisor. His areas of expertise include family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits. Matt holds a Bachelor of Science degree in Biology from Davidson College and a Juris Doctor degree from the Delaware School of Law at Widener University. He has earned the Personal Investment Advisor (PIA) designation. Matt is a member of the Delaware Estate Planning Council. He resides in northern Delaware with his wife and three sons. In his free time, he enjoys hiking, biking, cooking, fishing, golfing, running, surfing, and spending time with his family.

Sherley Legerme is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in selling loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies and discretionary separately managed accounts. The firm supports advisory services on a large scale with approximately 3,698 financial advisors and $15.5 billion in assets under management.

Danilo Ercole is an advisor with LPL Financial, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to joining LPL in 2025, he worked at The Vanguard Group for two years and held various roles including self-employment and positions outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive research resources and a broad platform including strategic allocations, direct indexing, and institutional programs.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Randal Eveland is a financial advisor with LPL Financial in Wilmington, DE, holding the CFP® designation and Series 63 license. He has 16 years of industry experience, including 13 years with LPL Financial. Eveland operates a DBA called Covenant Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies across multiple account types.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at M&T Securities Inc. and Citizens Securities, Inc., with tenures of five and thirteen years, respectively. Rossini is based in Glen Mills, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Filer Jr. is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Merrill, Banc of America Investment Services, Ifmg Securities, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors and utilizes various investment strategies supported by advanced operational and research tools.

Pamela Whalen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Merrill and Bank of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Thyrick Pitts Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. His background includes roles with the New England Patriots and Chicago Bears, as well as collegiate experience at the University of Delaware. He serves on the Board of Directors for the Philadelphia Chapter of the NFL Players Association and is Treasurer of the national NFL Players Association. Additionally, he is involved with Life Skills U, an educational financial literacy platform aimed at teaching life skills to young adults. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Don Dewees is a financial advisor with Wells Fargo Advisors in Greenville, Delaware, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes eight years with Wells Fargo Clearing before joining Wells Fargo Advisors. He serves as treasurer for the Edgar A. Thronson Foundation and is a member of the investment committee for the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options supported by Wells Fargo research and tools, with implementation through brokerage or advisory programs as optional.

Jill Angstadt Truesdell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has built her career focusing on providing personalized wealth management and investment strategies to high-net-worth individuals and their families. Jill's work encompasses retirement planning, estate services, tax planning, and organizing clients' financial lives. Since joining Merrill Lynch in 1993, she has been committed to understanding each client's unique needs and goals through various financial stages of life. She was a founding member of The HART Group in 2005, which has grown into one of Delaware's largest financial advisory practices. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. She graduated from the University of Delaware with a Bachelor of Science degree in Accounting. Jill lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise, based in Newark, Delaware, and has two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. She is also an independent Medicare insurance contractor. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Steven Kranzley is a financial advisor at Ameriprise in West Grove, PA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns a retail business called Kranzley Group and participates in a residential solar referral program. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Paul Gibler is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.