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.

Kevin Krieger is a financial advisor with J.P. Morgan Securities in Wilmington, DE, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2015 before joining J.P. Morgan Securities in 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

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 Series 66-licensed financial advisor with LPL Enterprise in Newark, Delaware, and has two years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, PRUCO Securities, Equitable Advisors, and other firms. He is also involved as a Medicare advisor through Messer Financial Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and a range of financial planning services.

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.

Nathan Smedley is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2009 and previously spent four years at Merrill. In addition to his advisory work, he serves as a FINRA arbitrator and is an owner and managing partner of several car wash-related businesses. 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, delivered through a large network of investment adviser representatives.

Irina Khaliava is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors for the past 12 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

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 at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he has operated DJ Matty C Entertainment since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory approach combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Matthew Acevedo is a financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Klondike Kates and Chesapeake Inn. Outside of his advisory work, he is involved with Kimberlee M. O. LLC as a financial advisor. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing investment research, third-party data, and algorithmic tools.

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 and holds a Series 66 designation. He has six years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, and Diamond State Financial Group. Outside of finance, he has worked in the food service industry, including at Homegrown Cafe and Buddy's Burgers, and has been affiliated with the University of Delaware for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and employs firm-approved analytic tools to develop written recommendations.

Frank Dowling is a financial advisor at Primerica Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies provided by unaffiliated managers and offers discretionary separately managed accounts supported by BNY Mellon Advisors and Pershing.

Steven Shimp Jr. is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he co-owns Truecore LLC, a business managing his Ameriprise advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.