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 Lynch Wealth Management. He specializes in areas including college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew holds a Bachelor's Degree from St Edward's University and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding what is important to his clients and their families to develop strategies that pursue their financial goals. Outside of his professional work, Matthew enjoys baseball, cooking, golfing, spending time with his family, and traveling. He is also involved in the community through participation in the Belize Lighthouse Ride.

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp for 11 years. He also engages in tax preparation and accounting services outside his advisory role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior roles include over a decade at Cantella & Co., Inc. Outside of his advisory work, he is a fitness instructor and a radio show host. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm uses a range of portfolio management strategies and platforms, providing tailored solutions that include both proprietary and third-party model strategies.

Kevin Krieger is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Joseph Quig is a financial advisor at Edward Jones with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1996. Outside of his advisory role, he is involved in entrepreneurial ventures including Yorklyn Quarryworks LLC and FanU Holdings, LLC, a company developing a social media application for sports. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a nationwide network of more than 23,000 advisors.

Tracy Ignatieff is a Series 66-registered financial advisor with Edward Jones in Wilmington, DE, and has two years of industry experience. She has been with Edward Jones since 2010. Outside of advising, she occasionally provides offsite catering services for Cafe Riviera. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Benjamin Schoeffler is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and other firms. Outside of advising, he is involved as a Medicare advisor in a related financial services business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Francesco Genovese is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with Cetera and has previously worked at Avantax Insurance Agency, LLC and Avantax Advisory Services. He also serves as a consultant at Genoese Wealth Management and Genoese & Associates, P.A., where he assists with tax planning and investment document reviews. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, including access to third-party money managers and model portfolios.

Charles Luck is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to his current role, he has been with City National Bank since 2019 and RBC Capital Markets Corporation since 2009. Outside of his advisory work, Luck is involved in several community organizations, including serving as President Elect of the Newark STAR Rotary Club and participating in the finance council of St John the Baptist - Holy Angels Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations with customized advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party managers to tailor strategies to each client’s risk profile.

Irina Khaliava is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her career has been with Wells Fargo-affiliated entities since 2012, including roles at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. 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 broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, combining proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Matthew Didomenico is a financial advisor with Raymond James Financial in Wilmington, Delaware, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Century Tax and Financial Services and Raymond James Financial Services Advisors. Outside of advisory work, he manages tax preparation and client meetings as a tax manager at Century Tax and Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced risk profiling and modeling tools and maintains specialized services in municipal and public finance.

Matthew Cloud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. Outside of financial services, he has been involved with DJ Matty C Entertainment since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Acevedo is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Klondike Kates and Chesapeake Inn. Outside of Ameriprise, he advises clients through Kimberlee M. O. LLC. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and third-party data.

James Demars is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his role at Ameriprise, he is co-owner of Point to Point Wealth Planning, an advisory business he manages alongside his primary employment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver customized, non-discretionary recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to support its advisory approach.

Michael Saunders is a financial advisor with Mass Mutual Investors Services in Wilmington, Delaware. He holds the Series 63 and Series 66 designations and has 16 years of industry experience. He has worked at MML Investors Services LLC and MassMutual/Greater Philadelphia since 2016. Outside of his financial advisory role, he owns and operates a residential and commercial painting business. 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 provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that emphasize investment strategies without discretionary management.

Eric Cella is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Diamond State Financial Group and involvement in non-financial ventures such as Homegrown Cafe and Buddy's Burgers. He has also been affiliated with the University of Delaware for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.