John Larson Jr. is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at Capital Analysts and Lincoln Investment Planning, Inc., and operated Larson Financial Planning, LLC. In addition to his advisory role, he is involved with Scamuffa-Larson Tax Services, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Laura Gates is a financial advisor at Thrivent Investment Management with 4 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Coastal Equities, Inc., Etoro, and Hilton New York. Gates is based in Chadds Ford, PA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across multiple planning areas without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and combines planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Daniel Delia is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. He has worked at Cetera since 2025 and previously spent eight years at Avantax Investment Services, Inc. Outside of his advisory role, he serves as a CPA at Sterling Services, Inc., providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of investment strategies and custodial arrangements.

Matthew Brown is a financial advisor at Edward Jones with 29 years of industry experience. He holds a CFP® designation and securities licenses including Series 65, 63, and 66. Prior to joining Edward Jones in 2019, he worked at several J.P. Morgan entities between 2005 and 2019. He serves as a director for the Padua Academy Foundation, where he reviews investment manager performance and financial aid requests, and is a board member of the Bay Pointe Maintenance Corporation, a homeowners association in Kirkwood, DE. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm manages over $1 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Douglas Loew is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Independent Advisers Group Corp. He also operates his own business focused on the sale and service of fixed insurance and investment products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers comprehensive portfolio management, financial planning, and access to various program platforms and third-party managers across multiple discretionary and non-discretionary structures.

Zack Costagliola is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop holistic financial plans tailored to their individual values and goals. Prior to his current position, Zack gained experience as a Senior Financial Advisor at Vanguard from 2021 to 2024, and held multiple roles at Vanguard starting from 2016, including Financial Advisor, Select Services Investment Professional, and Client Relationship Specialist. Throughout his career, Zack has focused on providing comprehensive financial advisory services, emphasizing active listening and customized strategies to support client financial objectives. His professional journey reflects a consistent commitment to client-centered financial planning. Outside of his professional work, Zack has interests in fishing, football, golf, reading, running, and traveling.

Barbara Exter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 42 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously held roles at MetLife Securities Inc. Additionally, she serves as secretary for a nonprofit addiction recovery center, where she maintains records and participates in fundraising activities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management programs, educational seminars, and specialized planning such as divorce and estate-settlement planning.

Robert Bolling III is a financial advisor with RBC Capital Markets in Wilmington, DE. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior work at Deutsche Bank Securities Inc. Outside of his advisory role, Bolling serves as a trustee for a private welfare foundation and participates on the board of an urban squash program, among other nonprofit and community engagements. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers to tailor investment strategies according to client risk profiles.

Kristopher Sweringen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His work history includes roles at Elkton High School, Hightower Advisors Trust Company, Mid-Atlantic Pressure, Troon, and the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm servicing individual and institutional clients, with a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendation reports and annual advice.

Michael Mctyre is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63, 65, and 66 designations. His prior experience includes roles at Morgan Stanley and Eaton Vance Distributors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and extensive assets under management.

William Sherry Jr. is a financial advisor with Merrill and holds a Series 66 credential. He has 15 years of industry experience and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he serves as chair of the church council at Hockessin United Methodist Church and is a director of the University of Delaware Hockey Alumni Association, both nonprofit organizations. 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 individuals, institutions, and charitable organizations.

Donald R. McLamb, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in February 2018 and brings over 25 years of financial industry experience to his role. Donald focuses on connecting all aspects of clients' financial lives to develop personalized approaches that help achieve their goals. His areas of expertise include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. He holds the Professional Investment Advisor (PIA) designation. Donald graduated in 1996 from the University of Delaware with a Bachelor of Science degree in Accounting. He has been a licensed CPA since 2001 and is a member of the Delaware Society of CPAs and the American Institute of CPAs. He has served as the Chair of the Board for the Delaware Society of CPAs and is currently active in these professional organizations. In addition to his professional work, Donald volunteers as a member of the Board of Directors for the Delaware Military Academy, where he serves as Treasurer, and for The Delaware State Fair, where he chairs the Finance and Budget Committee. He resides in Bear, Delaware with his wife, Tracy, and their two daughters. They enjoy spending time together at the Delaware beaches. Donald does not provide tax advice in his role at Merrill.

Christine Salah is a financial advisor with Merrill in Wilmington, DE. She holds the Series 66 designation and has 11 years of industry experience, having worked at Merrill since 2014. 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 developed by internal and third-party managers.

Samuel Teigland is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and one year of industry experience. He has previous experience at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he has worked in diverse roles including at Trader Joe’s and Mission Barbecue. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual financial planning relationships and offers event-driven planning programs including divorce and estate-settlement planning.

Robert Allen is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as CEO and CFO of P Two P LLC, a consulting business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver customized retirement income recommendations.

Felicia Woods is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the finance committee of Toastmasters International in Delaware. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning using firm-approved tools and strategies.

Peter Bradshaw Jr. is a financial professional at Cetera with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera, Bradshaw worked at Diamond State Financial Group and Securian Financial Services. He serves on the advisory board of Delaware Greenways, focusing on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment strategies and program structures.

Lynda Blessing is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and a Series 63 license. She has 28 years of industry experience, including previous roles at American Express Financial Advisors Inc. and Ids Life Insurance Company. In addition to her advisory work, she serves as an elder at Mechanicsburg Presbyterian Church and is active as a precinct Democratic committee person in Kennett Square, PA. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, proprietary models, and third-party sub-advisors.

Lee Margerison is a financial advisor with LPL Financial in Newark, Delaware, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has been with LPL Financial since 2006. His other business activities have included operating a DBA called Cornerstone Financial Services and, prior to joining Edward Jones, writing long-term care insurance policies through Genworth Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and uses both proprietary research and third-party strategies, serving a large network of advisors and managing significant discretionary assets.

Zachary Mawson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2016, with a brief tenure at Morgan Stanley in 2021. Outside of his advisory role, he is the sole owner of a rental property in Claymont, 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.