Daniel Thompson is a financial advisor with Merrill in Wilmington, Delaware, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Thompson participates in fundraising and development activities for several Delaware-based cultural organizations, including the Delaware Museum of Art, the Kalmar Nyckel tall ship, and the Biggs Museum of American Art. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Poore is a financial advisor with Mass Mutual Investors Services in Wilmington, Delaware, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at MassMutual Life Insurance Company since 2016 and at MetLife Securities from 2015 to 2017. Outside of her advisory role, she is also involved in an outside insurance business focusing on group health. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser 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 and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations within annual planning engagements.

Kimberlee Orth is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Ameriprise and its predecessor firms since 1987. Orth serves on the board of Ministry of Caring Inc., a nonprofit organization based in Wilmington, Delaware. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice to support clients, primarily through managed accounts.

Cindy Garrity is a financial advisor with LPL Enterprise in Newark, DE, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America N.A., Merrill, and Citizens Securities Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and an integrated platform that includes insurance products through an affiliated agency.

Larry Murphy is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at various Wells Fargo entities since 2009 and owns Murphy Wealth Management, an independent investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients meeting specific net-worth thresholds.

Michael Profit is a financial advisor with Mass Mutual Investors Services in New Castle, Delaware, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at MML Investors Services since 2017 and at MassMutual since 2016. Outside of his advisory role, he owns and operates The Profit Company, a consulting business in the textile and apparel industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver goal-based planning and offers event-driven planning services such as divorce and estate-settlement planning.

Joseph Orth is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Cappelli Property Services and the University of Delaware, and he was involved with Sweet Lucy's Ice Cream & Treats for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income, utilizing a centralized team and proprietary analytical tools.

Michael Orth is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Orth also serves in the Delaware Air National Guard as a Maintenance Management Production Craftsman and has prior experience in construction and at the University of Delaware. He is a co-owner of Family First Legacy LLC, a real estate business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric Reynolds is a financial advisor with Edward Jones in Newark, DE, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Paul Mitchell is a CFP® with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He has also been affiliated with MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a partner in NOW WHAT FINANCIAL EDUCATION, LLC, where he co-authors books and performs paid speaking engagements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, goal-oriented planning using advanced software tools and delivers recommendations without direct investment discretion.

Lisa Rydzefski is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 38 years of industry experience. She previously worked at MetLife Resources for 11 years and has been with MassMutual Life Insurance Company since 2016. In addition to her advisory role, she is an insurance agent specializing in life insurance and fixed annuities. 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative goal analysis and written recommendations tailored to client needs.

Silya Filo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has one year of industry experience and has previously worked at Truist Bank, PNC Bank, and Wells Fargo Bank. Outside of finance, she has been involved with Goldey-Beacom College for several years. 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 offers both brokerage and advisory solutions.

Marsha Rubin is a CFP® professional with 32 years of industry experience. She is currently with Cetera and has worked with Cetera Wealth Services, LLC since 2013. In addition to her advisory role, Rubin is a licensed CPA who prepares tax returns, conducts tax planning, and represents clients in audits. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Michael Durstein is a financial advisor with Cetera, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. He has worked at Cetera since 2023 and previously served at Minnesota Life and Securian Financial Services. Durstein serves on the advisory boards of the Delaware HIV Consortium and the Muscle Movement Foundation. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services delivered through a large network of independent advisors.

Brandon Biery is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member on the board of Ducks Unlimited - Brandywine Chapter, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tamara Milam is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various capacities within Wells Fargo since 2009. Outside of her advisory role, she serves as co-trustee for her mother's trust and acts as power of attorney for her son's IRA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through comprehensive planning engagements.

Brody Scott is a Series 66-licensed financial professional with one year of industry experience, currently affiliated with Cetera. Prior to joining Cetera, he held roles at Barclays Bank Delaware and has experience in hospitality and brewing industries. He is also involved with Diamond State Financial Group, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

James Blaszkow is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Fins Hospitality Group, Northwestern Mutual, Washington College, and Sallie Mae. Outside of his advisory career, he coaches a youth lacrosse team for the Brotherly Love Lacrosse Club. 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, and institutions.

Thomas Brennan Jr. is a financial advisor at Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at La Red Health Center and various positions within Primerica Financial Services and related affiliates. Brennan also engages in the sale of loan products and home security referrals through Primerica-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 separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, focusing on a tiered percentage-based fee model rather than fixed fees.

Christopher Burgos is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including DSFG Tax & Advisory and Securian Financial Services. Burgos is also the president of DSFG Cares, Inc., a nonprofit organization that allocates charitable donations to local causes, and is an author. Cetera Investment Advisers LLC is a SEC-registered firm that supports over 10,000 independent advisors serving a broad client base from individuals to institutional accounts. The firm offers a variety of portfolio management and advisory services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures and custodial relationships.