Zachary Bagdon is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he is the owner and board member of Bagdon Global Holdings, LLC, a family business involved in landscaping, sales of exterior structures, crafts, educational programs, and baked goods. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brooke Le Brun is a financial advisor at Merrill with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill and Bank of America since 2017, following three years with PNC Investments LLC and PNC Bank. Outside of her advisory role, she is a published author of poetry writing under the pen name B.L. Matthews. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Durnan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as a Financial Advisor with Merrill in 2018. Jason collaborates with individuals and families to guide them along their financial journeys by prioritizing clients' goals and developing tailored short- and long-term financial plans. His areas of focus include college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jason earned a bachelor's degree in Finance with a minor in Psychology from The Pennsylvania State University. He holds several professional certifications including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®). Raised in the Wilmington area and an alumnus of Salesianum School, Jason volunteers with Special Olympics Pennsylvania and the Penn State Dance Marathon. He enjoys various sports and outdoor activities such as basketball, golfing, and hiking.

Nicole Peluso is a ChFC® credentialed financial advisor with four years of industry experience, currently serving clients at Cetera in Newark, DE. Her prior roles include positions at Diamond State Financial Group, Securian Financial Services Inc., and Minnesota Life Insurance Co. In addition to her advisory work, she conducts fixed insurance sales as an independent contractor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment and consulting services through a multi-manager platform, providing access to affiliated and third-party managers and a variety of portfolio management programs.

Matthew Muench is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial in Wilmington, DE. He has held roles at several firms including United Capital Financial Advisers, Goldman Sachs PFM, and Bassett, Brosius, Foy & Associates. Muench also serves as Vice President of Operations at Wilmington Wealth Management, a branch of Raymond James, where he combines advisory duties with operational responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides tailored non-discretionary planning and employs various analytical tools to support client goals, with additional capabilities in municipal advisory and employer SIMPLE IRA consulting.

Nicholas Reardon is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Prudential-affiliated firms since 2016. Outside of his advisory role, he tutors students remotely as an independent contractor for Varsity Tutors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a retirement income service that provides tailored planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Norman Felsen is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at PFS Investments Inc. since 2013 and positions with Mast Companies, F.A.D. Management, and Seasons Pizza. In addition to investment-related activities, he participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts with custody and trade execution through Pershing, managing approximately $15.5 billion in assets under management through a large network of financial advisors.

William Ryan II is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured tools and modeling methods, managing approximately $2.74 trillion in client assets.

Anthony Petruccelli is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is also involved with AP Wealth Management Corp., a non-investment business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Josephina Reyes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has been with Wells Fargo affiliates since 2014, including over 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Jennifer Brennan is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 registrations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Elijah Tyler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at PFS Investment Inc., Primerica Financial Services, Frontier Scientific, Liberty University, and several other organizations. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a network of nearly 3,700 advisors, utilizing model-based investment strategies supported by third-party asset managers and custodial services.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jason Lim is a financial advisor with Edward Jones in Elkton, MD, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Richard Ranauto is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Stofa Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets.

Amanda Chubb is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she has worked at Perdue and PFS Investments Inc. Amanda also engages in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that uses model-based strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Swaney Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Prudential Insurance Company of America, AXA Advisors, and Farmers Insurance Group. Swaney is also involved in selling Medicare Advantage and Supplement insurance through independent channels. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services with insurance offerings through an affiliated agency.

Jason Salinski is a financial advisor with Ameriprise in Newark, DE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports delivered through a centralized consulting team.