Donald Stegall is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Shirley Myers Dodson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 1995 and has worked at University Hospital Umonj since 1988. Her other business activities include referrals for home security and automation products through co-located affiliates. Primerica Advisors is a large-scale asset management firm serving individual, corporate, and charitable clients primarily through model-delivery investment strategies. The firm manages approximately $15.5 billion in assets under management and offers a wrap-fee program supported by third-party asset managers and custodians.

Joshua Cline is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and nine years of industry experience. He has served in the US Coast Guard for ten years and has been involved with Primerica Advisors and Primerica Financial Services since 2017. Outside of his advisory role, he is engaged in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Donald Truesdell Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides strategic guidance to high net worth clients. He began his career in 1993 in Merrill Lynch's asset management division, serving as a Portfolio Manager handling equity and fixed income portfolios for institutional and individual clients. In 1999, he transitioned to wealth management to work more closely with individual clients and families. He is a Managing Director and co-leads The HART Group, which he co-founded in 2005. He holds a bachelor's degree in economics from Allegheny College and has earned the Chartered Retirement Planning Counselor™ designation and the CERTIFIED FINANCIAL PLANNER® certification. He is also a member of the CFA Institute of Charlottesville, VA and the Financial Analysts Society of Philadelphia. His expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. Outside of his professional work, Donald has coached baseball in the Piedmont league. He resides in Wilmington, Delaware with his wife and two children and enjoys spending time with his family, as well as baseball, biking, cooking, fishing, and photography.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors, holding the Series 66 designation and 26 years of industry experience. His career includes tenure at Lincoln Financial Advisors Corp and Equitable Advisors, LLC. He serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of advisory models and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jayme Hurn is a financial advisor with Ameriprise in Newark, Delaware, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. 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 ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Anittah Patrick is a Financial Advisor at Merrill Lynch Wealth Management, specializing in services tailored for endowments, foundations, and non-profits, as well as women and wealth, with an emphasis on tax minimization. She brings a disciplined analytical approach to her work, helping clients by clarifying financial complexities and turning ideas into actionable plans that support their long-term goals. Anittah holds a degree from Yale University and is a Personal Investment Advisor (PIA). She also attended The Indiana Academy for Science, Mathematics, & Humanities. Her professional philosophy centers around partnering with clients to make steady progress toward a better future, recognizing that meaningful financial plans can create freedom and possibilities beyond wealth. In addition to her advisory work, Anittah is involved with the Yale Alumni Association. Her personal interests include basketball, gardening, genealogy, hiking, reading, writing, and spending time with her family.

Jean Pierre Sarandrea is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and four years of industry experience. He worked at Citi for nine years prior to joining Wells Fargo. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions.

Dan Dwyer is a Financial Consultant at Fidelity Investments, where he assists clients in identifying financial goals and collaborates to create tailored strategies. He emphasizes leveraging Fidelity's resources to maintain alignment with clients' financial plans. Dan has experience in various financial roles, including Investment Consultant and Financial Representative at Fidelity Investments since 2022, as well as Internal Annuity Wholesaler at Lincoln Financial Group from 2018 to 2022. Outside of his professional work, Dan has interests in baseball, fitness, golf, motorcycles, running, and traveling.

Michael Morley II is a financial advisor at LPL Financial with the PFS™ designation and two years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and has been involved with Morley and Company LLC and Morley Consulting, LLC for over a decade. His other business activities include providing tax preparation and accounting services through his consulting firms. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary research and third-party subadvisors.

David Benway is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides diverse investment and planning services through its integrated platform.

Steven De Carlo is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent four years at Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Bryan Durrington is a financial advisor with Mass Mutual Investors Services in Newark, DE, holding a Series 66 designation and 22 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously spent 13 years with Metlife Securities Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual collaborations using firm-approved analytical tools.

Joseph Frank is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and more than 50 years of industry experience. He has worked with Cambridge since 2015 and previously held positions at Questar Asset Management, U.S. Allianz Securities, and Investacorp Advisory Services. Outside of his advisory role, he is involved in managing insurance and capital group businesses in Woodstown, NJ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, employing a variety of portfolio management and model-based strategies tailored to client objectives.

John Palic is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 13 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2012 to 2018 before joining Mass Mutual in 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing clients with collaborative, goal-based planning and optional implementation services.

Guy Palmeri Jr. is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Palmeri serves as committee chair for the Cecil College Foundation, where he monitors foundation investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Elliott Golinkoff is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Golinkoff serves on the board of the Wilmington Economic and Financial Advisory Council, a city government advisory board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Scott Crosby is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2017. Outside of advising, he is an agent for Life Brokerage LLC, focusing on 1035 life insurance exchanges. 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 clients. The firm provides tailored, non-discretionary planning and consulting, using analytical tools to model potential outcomes, and supports its clients through a broad network of advisory programs.

John Wheeler is a Series 66-licensed financial advisor at Raymond James Financial with 15 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011 and previously operated Wheeler Financial LLC. Outside of his advisory role, Wheeler is an author and serves as secretary/treasurer on the board of the Wilmington Tax Group, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes non-discretionary planning tailored to client goals and supports a wide network of advisors with advanced analytical tools and specialized municipal and retirement plan advisory programs.