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.

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.

Maria Kokoszka is a Series 66-registered financial advisor with RBC Wealth Management, a division of RBC Capital Markets, where she has worked since 2024. She has two years of industry experience, including prior roles at Continental Warranty and the Delaware Solid Waste Authority. Outside of financial services, she has spent seven years working with Camp Bow Wow. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers various advisory programs tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Brady Emmi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, he worked at Vector Marketing and Buddies Burgers. Outside of his advisory role, Emmi coaches junior varsity and freshman lacrosse at Salesianum School. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian McLaughlin is a financial advisor with Merrill located in Newark, DE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Peter Seelaus is a ChFC®-designated financial advisor with 31 years of industry experience. He joined OSAIC in 2024 after 17 years at Woodbury Financial Services, Inc. Outside of his advisory role, he serves as a board member for Wedgewood Swim Club, a private swim club in Westtown, PA. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a large multi-advisor platform. The firm offers a variety of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by multiple custodial and program arrangements.

Kate Forester is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. She leads and coaches a team of financial professionals dedicated to working with clients and their families to develop personalized financial plans aimed at achieving their financial goals and providing peace of mind. Kate has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1998, including Senior Relationship Manager and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Advisor and Associate at other firms starting in 1996. Outside of her professional responsibilities, Kate enjoys cooking and baking, fitness, reading, skiing, traveling, and volunteering.

Hanna McCarthy is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at Johnson & Johnson for three years and was self-employed for five years. Outside of her advisory role, Hanna teaches yoga classes weekly at local fitness centers and is a co-owner of a print advertising business in West Chester, PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient overlay services.

Seth Wohner is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Nucar and Corporation Service Company. Seth is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC serves individual 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 investment programs, including access to third-party money managers and model portfolios.

Jessica Kienle is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at TD Ameritrade, TIAA-CREF, and Fidelity. Kienle is also a volunteer board member for the West Chester University Foundation. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational and supervisory infrastructure.

Zachary Simendinger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at several firms including SIMM Associates and Diamond State Financial Group, where he also serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide, offering a multi-manager platform with a range of portfolio management and retirement services.

John Delp is a financial advisor with Primerica Advisors in Oxford, PA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory work, he is involved in referral activities for home security and automation products through affiliated companies and owns Delp Financial Corporation, which operates for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners, focusing primarily on individual rather than institutional portfolio management.

Preston Knotts is a financial professional with two years of industry experience, currently with Cetera. He holds a Series 66 designation and has prior experience at WSFS Bank and in hospitality roles. Knotts is also engaged as a financial professional with Diamond State Financial Group, providing securities and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options, integrating model portfolios, third-party managers, and customized strategies.

Arshan Abid is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at The Vanguard Group and multiple positions within Wells Fargo Bank N.A. and Wells Fargo Clearing. 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 approximately $671 billion in assets and combines brokerage and advisory solutions supported by extensive research and analytics.

Christopher Simmons Jr. is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous roles include positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Simmons is also associated with Wheeler Financial LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialized programs, including municipal advising and SIMPLE IRA employer consulting.

Dennis Valentino is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the board of a condominium association and holds trustee positions for multiple 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.