Tyler Herron is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he served as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2025. Tyler focuses on helping clients make confident financial decisions by combining personalized planning with thoughtful investment strategies. He aims to provide clients with clarity and direction in their investment decisions and to collaborate towards a positive financial future. Outside of his professional work, Tyler has interests that include baseball, cars, football, social events with friends, golf, and pets.

Michael Lahoda is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2004. Lahoda also serves on the supervisory committee for the New Castle County School Employees Federal Teacher's Credit Union. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through tailored plans and multiple implementation options, maintaining a significant focus on advisory roles that support client decision-making.

Aj Lopez is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and business owners navigate complex financial decisions by turning complexity into clear, actionable strategies that support long-term financial success. Aj's approach emphasizes disciplined analysis, thoughtful planning, and clear communication, ensuring that financial strategies are not only technically sound but also realistic and sustainable. Aj specializes in retirement planning, cash flow optimization, risk management, and portfolio management, with additional experience in managing new wealth, small business strategies, tax minimization, and retirement income. His work is guided by a philosophy of understanding the client personally to develop tailored strategies aligned with their financial goals. Before his career in financial services, Aj served six years on active duty in the U.S. Air Force, an experience that informs his approach to accountability and decision-making under pressure. He holds a Bachelor's Degree from the University of Delaware and the Personal Investment Advisor (PIA) designation. Outside of work, Aj enjoys baseball, boxing, chess, football, golfing, hiking, skiing, and spending time with his family.

Douglas Mac Cormack is a financial advisor with Raymond James Financial in West Grove, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2009 and has also been employed at Fulton Bank since 2018. Outside of his advisory work, Mac Cormack serves as a scout for the Dubuque Fighting Saints, a USHL hockey team, focusing on the East Coast. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Kevin Draggoo is a Wealth Management Advisor and co-founder of the Draggoo Huber Team. He has been working with Merrill since 1985, building a practice that focuses on proactive service and customized financial strategies. Kevin works with successful individuals and families, specializing in managing complex financial situations and sudden wealth events such as business sales and significant executive compensation. By utilizing Merrill's global investment platform alongside the banking services of Bank of America, he offers comprehensive services including investment management, lending strategies, risk management, and wealth preservation planning. Over his career, Kevin has developed expertise in guiding clients through managing substantial liquidity with disciplined planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™. Kevin graduated summa cum laude from Michigan State University with a Bachelor of Arts in Business Administration. He has been recognized nationally as a leading financial advisor, including being named to Forbes' Best-in-State Wealth Advisors list in 2018 and 2019. Committed to community involvement, Kevin contributes his time and leadership to organizations such as the Capital Region Community Foundation. He values his family and enjoys golfing outside of his professional commitments.

Drew Hoffman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the Armstrong Bugher Group, which coordinates and oversees the financial affairs of families, retirees, corporate executives, business owners, and nonprofit organizations primarily in the Wilmington and Greater Philadelphia areas, as well as nationally. Drew’s approach emphasizes building personalized, goals-based wealth management strategies designed to help clients achieve their financial objectives. With a background that includes roles as a human resource executive at Bank of America and Associate Market Executive at Merrill Wealth Management, Drew transitioned to financial advising in 2015 to serve clients directly. He focuses on areas such as employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Drew holds a Bachelor's degree in Economics from Indiana University and a Master's degree in Human Resources from Michigan State University. He is also a Personal Investment Advisor (PIA). Outside of his professional life, Drew enjoys golfing, music, traveling, and spending time with his family, including his wife Kim and their two rescue dogs. He is active in the community, serving on the Board of the Delaware Humane Association and involved with the Pancreatic Cancer Action Network. Fluent in English and French, Drew combines his diverse interests and experience to build strong relationships with clients and support their financial success.

Michael Strulson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Oppenheimer for 17 years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of wrap fee advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Robert Judge is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations through a centralized consulting team.

Eduardo Deguzman Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Additionally, he holds an insurance agent role offering fixed and disability insurance. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services supported by a variety of investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct personalized portfolios across multiple asset classes.

Corey Wertz is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His work history includes multiple roles within Charles Schwab entities since 2013 and a one-year tenure at Fidelity Investments. Outside of his advisor role, he serves as Assistant Treasurer for One Basket LLC, a family investment entity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary managed-account services with integrated brokerage and custody functions.

Anthony Frese is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Capelli, and Veery Capital. Outside of finance, he has experience working at Cafe Gelato. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Rebecca Mcgehean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Avon Grove Nazarene Academy for 17 years and has involvement with Avon Grove Library. Outside of her advisory role, she contributes administratively to Rae McPherson Creative. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers.

Coty Schnake is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Citizens Securities and Morgan Stanley. Outside of finance, Schnake is an independent personal trainer who writes training and diet guidelines and has experience as an actor performing background work and minor speaking roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory with other financial products, providing tailored investment recommendations through its network of advisors.

Susan Hagerty is a financial advisor at Stifel with 26 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Hagerty has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Nathan Moyer is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he had brief roles at Mass Mutual and experience in hospitality and retail businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Stanley Wilcox is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is the sole owner of BKV Operating LLC, a mineral rights and royalties business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with tailored recommendations delivered through meetings and client summaries.

Thomas Wood III is a financial advisor with Wells Fargo Clearing in Newark, DE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephanie Trentowski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. She has 13 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory work, she is a partner in an LLC established to manage payroll for her assistant. 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 seminars, emphasizing collaborative, goal-based planning using approved analytical tools.

Mark Cannon is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and 65 licenses and 36 years of industry experience. He has worked at City National Bank since 2017 and at RBC Capital Markets since 2010. Cannon serves as a board member for an early childhood care organization and is an advisory board member for a software company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs tailored to clients' risk profiles and investment needs.

Evelyn Davies is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Northrop Grumman Systems Corporation and Accenture. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.