Christina Lee is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Lion Street Financial, SA Stone Wealth Management, Quest Capital Strategies, and Signator Investors. Outside of advising, she teaches economic classes as an adjunct instructor and owns an insurance brokerage and a real estate sales business. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various advisory programs, delivering investment advice through advisor-managed accounts, model portfolios, and third-party sub-advisers across multiple platforms.

David Duncan is a financial advisor with Commonwealth Financial Network, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has been with Commonwealth since 2008, also maintaining a role at Independence Wealth Advisors since 2005. Outside of advisory services, he is involved in selling fixed insurance products under the name Independence Wealth Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and practice-management resources.

Amina Gilchrist is a financial advisor with Osaic and holds Series 65 and Series 66 licenses. She has 24 years of industry experience, including 22 years at Lincoln Financial Advisors prior to joining Osaic in 2025. She is also the sole owner of Omega Wealth Management LLC, through which she offers fixed insurance, long-term care, disability insurance, and annuity products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple advisory platforms, employing asset-allocation tools and third-party managers to construct diversified portfolios.

Giorgio Athans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Prior to that, he was employed by AIG Retirement Services and Valic Financial Advisors from 2014 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Gioia is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gioia serves as a board member and treasurer for the Silverside Commons Condo Council. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its advisors.

Allison Turner is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns an event planning business focused on various private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm-approved planning tools.

Colleen Weaver is a CFP® professional with 30 years of industry experience. She is currently with Wells Fargo Advisors and has been with affiliated Wells Fargo entities since 2009. 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 planning, using proprietary research and planning tools.

Lisa Primack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1996 after six years with the investment firm Donaldson, Lufkin & Jenrette in New York City. Lisa also served as the Senior Resident Director of the Wilmington, Delaware office from 2009 to 2020. She focuses on managing new wealth, personal retirement planning, and retirement income. Lisa holds FINRA Series 7, 9, 10, 31, 63, and 66 registrations and has earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp. She graduated from Vassar College in 1990 with a BA in Psychology. Lisa is a member of the Estate Planning Council of Delaware and the Wilmington Tax Group. She resides in Wilmington, Delaware, and Lewes, Delaware. Her personal interests include biking, spending time with family, and traveling.

Jeanie White is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.

Patrick Ryan is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

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 at Primerica Advisors with five years of industry experience. She holds Series 65 and Series 63 designations and has worked within affiliated companies of Primerica since 1995. In addition to her advisory role, she also engages in referring home security and automation products, as well as loan products, through affiliated entities. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through established partners.

Bobby Damron is a financial advisor with Ameriprise in West Chester, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Damron serves as a Volunteer Director for the LOVELOUD Foundation, organizing volunteer teams for the LOVELOUD music festival and tour. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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 in Wilmington, DE, holding a Series 66 credential and 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years before joining Equitable Advisors in 2024. Shopa serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

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.

Stephen Collins is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 22 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

John Hartnett Jr. is a financial advisor with Raymond James & Associates, holding the PFS™ designation and bringing six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. He is based in Wilmington, Delaware. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and asset allocation analyses through its Wealth Advisory Services Program.