Elizabeth Orth is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wilmington Trust Company and Centaur Media, as well as a financial advisory role at Kimberlee M. O. LLC where she meets with clients to review and update investment and insurance solutions. Orth is also co-owner of Family First Legacy LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize investment research, third-party data, and algorithmic tools, operating within a product ecosystem that includes affiliated fund options.

Dawn Cote is a financial advisor at Merrill with 32 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Merrill since 2002. Outside of her advisory role, she operates a sole proprietorship called LittleStars, which involves family-held selling on eBay and Poshmark. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

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 Lynch Wealth Management. He specializes in areas including college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew holds a Bachelor's Degree from St Edward's University and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding what is important to his clients and their families to develop strategies that pursue their financial goals. Outside of his professional work, Matthew enjoys baseball, cooking, golfing, spending time with his family, and traveling. He is also involved in the community through participation in the Belize Lighthouse Ride.

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, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior roles include over a decade at Cantella & Co., Inc. Outside of his advisory work, he is a fitness instructor and a radio show host. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm uses a range of portfolio management strategies and platforms, providing tailored solutions that include both proprietary and third-party model strategies.

Kevin Krieger is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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 financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and other firms. Outside of advising, he is involved as a Medicare advisor in a related financial services business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

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 in Kennett Square, PA, holding a Series 66 credential and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a FINRA arbitrator and is a managing partner involved in ownership of several car wash businesses. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Keith Digregorio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 45 years of industry experience. He has worked at Linsco Private Ledger since 2006. 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 plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Irina Khaliava is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her career has been with Wells Fargo-affiliated entities since 2012, including roles at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. 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 analysis, combining proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Ally Feinman is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding a Series 66 designation and 12 years of industry experience. She has been with RBC Wealth Management since 2014. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides a range of advisory programs with customized investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Matthew Didomenico is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has worked in various roles within Century Tax and Financial Services Inc. and Raymond James Financial Services since 2011. Outside of advisory work, he serves as a Tax Manager reviewing personal tax returns and meeting with clients on tax matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and specializes in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Matthew Cloud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. Outside of financial services, he has been involved with DJ Matty C Entertainment since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Acevedo is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously held positions at Klondike Kates and Chesapeake Inn. Outside of Ameriprise, he advises clients through Kimberlee M. O. LLC. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and third-party data.

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.