Henry Gawel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he is president of Delta Private Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Bryan Radacosky Pentoney is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Wilmington University, Lycoming College, Vassar College, and Snyder & Associates, P.A. He is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Vajoan Marte is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining LPL Enterprise in 2024, Marte worked at The Prudential Insurance Company of America and Pruco Securities LLC, among other financial institutions. Outside of his advisory role, he is the president of the Middletown Tennis Association, where he teaches tennis during the summer months. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory with brokerage and insurance products.

Louis Memmolo is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Weiner Benefits Group, LLC, Royal Alliance Associates, and George J Weiner Associates, where he is owner and president. Outside of his advisory role, Memmolo is a partner in an employee benefits insurance business. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed account solutions.

Razan Nasif is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Currently based in Wilmington, DE, she has been with J.P. Morgan since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bridget Erhard is a financial advisor with Ameriprise in Wilmington, DE, holding the CFP® and ChFC® designations and possessing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is involved in a non-investment-related business ownership. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research-based modeling and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sean Connolly is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial planning services.

Christopher Clarke is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he manages an independent advisory business, Point to Point Wealth Planning. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to provide customized, non-discretionary recommendations delivered through a centralized consulting team.

William Corsino is a Wealth Management Advisor currently serving clients at Merrill Lynch Wealth Management, with a history of working in their Delaware offices since 2004. He relocated his practice from Dover to Wilmington in 2014. Prior to his advisory role, William spent 16 years as a business owner and Financial Systems Consultant, working primarily with large brokerage clients. William specializes in areas including college education planning, corporate retirement plan services, divorce transition planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and ESG investing. He emphasizes a highly personalized, planning-based approach and encourages clients to maintain a long-term perspective in their investment strategies. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned a Bachelor of Science degree in Computer Science from Drexel University. He resides in Mickleton, New Jersey with his wife Joanna and daughter Gia and has three children, two of whom recently graduated from college. His personal interests include baseball, genealogy, and music.

Angela Derle is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans.

Robert Bennett is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes 13 years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adriane Russo is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Outside of her advisory role, she is the sole owner of a rental property business in Wilmington, Delaware. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Albert Minutola is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including prior roles at Cetera, Questar Capital Corporation, and operating his own financial services firm since 1989. Outside of advising, he is involved in tax preparation and serves as a board member of a homeowner association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Allison Oberembt is a CFP® professional with four years of industry experience, currently affiliated with Cetera. Her work history includes roles at Diamond State Financial Group and Securian Financial Services Inc. Outside of advisory activities, she has experience in the food service industry, having worked at Piree's Piri Piri Grill. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Alexandra Del Collo is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. She has worked with several firms including Diamond State Financial Group and Minnesota Life Insurance Company. Outside of her advisory work, she is the owner of a health coaching business and operates a seasonal produce stand, Fresh 2 U. Additionally, she serves as the board president of a nonprofit focused on youth and family wellbeing in Salem County, New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Scott Becker is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He has worked at Cetera Investment Advisers and Cetera Wealth Services since 2024. Outside of his advisory role, Becker is also a sports performance coach at St. Luke's, where he trains athletes primarily at the high school level. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Jeffrey De Prisco is a financial advisor with Ameriprise, holding a Series 66 credential and over 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves on the Board of Directors for the Salvation Army in Wilmington, DE, and is president of JDT Together Incorporated, overseeing its daily operations. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brandon Leboon is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets.

Paul Giannoukos is a financial advisor with Edward Jones in Wilmington, DE, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience working with the State of Delaware and the Kent Conservation District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Henry Tobey II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with JPMorgan Chase Bank NA since 2007 and J.P. Morgan Securities LLC since 2008. Outside of his advisory role, he is an amateur musician performing with local artists. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.