Allison Turner is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she owns an event planning business focused on various private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs that utilize structured discovery processes and firm-approved planning tools.

Colleen Weaver is a CFP® professional with 30 years of industry experience. She is currently with Wells Fargo Advisors and has been with affiliated Wells Fargo entities since 2009. 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 planning, using proprietary research and planning tools.

Lisa Primack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 1996 after six years with the investment firm Donaldson, Lufkin & Jenrette in New York City. Lisa also served as the Senior Resident Director of the Wilmington, Delaware office from 2009 to 2020. She focuses on managing new wealth, personal retirement planning, and retirement income. Lisa holds FINRA Series 7, 9, 10, 31, 63, and 66 registrations and has earned the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp. She graduated from Vassar College in 1990 with a BA in Psychology. Lisa is a member of the Estate Planning Council of Delaware and the Wilmington Tax Group. She resides in Wilmington, Delaware, and Lewes, Delaware. Her personal interests include biking, spending time with family, and traveling.

Christopher Mulligan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA for seven years, as well as Park Avenue Securities and Guardian Life Insurance. He operates a non-investment-related business entity, Christopher Mulligan Investments LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a diverse investment platform that includes model portfolios, third-party management, and customized strategies.

Jeanie White is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.

Shawn Wagner is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera in West Chester, PA. Prior to joining Cetera, he worked at Vanguard in various capacities for 16 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.

Patrick Ryan is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Donald Stegall is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Shirley Myers Dodson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 1995 and has worked at University Hospital Umonj since 1988. Her other business activities include referrals for home security and automation products through co-located affiliates. Primerica Advisors is a large-scale asset management firm serving individual, corporate, and charitable clients primarily through model-delivery investment strategies. The firm manages approximately $15.5 billion in assets under management and offers a wrap-fee program supported by third-party asset managers and custodians.

Bobby Damron is a financial advisor with Ameriprise in West Chester, PA, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Damron serves as a Volunteer Director for the LOVELOUD Foundation, organizing volunteer teams for the LOVELOUD music festival and tour. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Cline is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and nine years of industry experience. He has served in the US Coast Guard for ten years and has been involved with Primerica Advisors and Primerica Financial Services since 2017. Outside of his advisory role, he is engaged in sales of loan products and home security and automation services through 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 discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Donald Truesdell Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides strategic guidance to high net worth clients. He has been with Merrill Lynch since 1993, beginning his career in Asset Management before transitioning to Wealth Management in 1999. Donald has experience managing equity and fixed income portfolios for institutions and high net worth individuals. He holds a bachelor's degree in economics from Allegheny College and has earned the CERTIFIED FINANCIAL PLANNER® certification as well as the Chartered Retirement Planning Counselor™ designation. Donald is also a member of the CFA Institute of Charlottesville, VA, and the Financial Analysts Society of Philadelphia. Outside of his professional pursuits, Donald has been involved in coaching baseball in the Piedmont league and enjoys personal interests such as baseball, biking, cooking, fishing, photography, and spending time with his family.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors, holding the Series 66 designation and 26 years of industry experience. His career includes tenure at Lincoln Financial Advisors Corp and Equitable Advisors, LLC. He serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of advisory models and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jayme Hurn is a financial advisor with Ameriprise in Newark, Delaware, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Stephen Collins is a financial advisor with LPL Financial in West Chester, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 22 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Anittah Patrick is a Financial Advisor at Merrill Lynch Wealth Management specializing in services for endowments, foundations, non-profits, women and wealth, and tax minimization. Her approach involves clarifying complexity and turning ideas into actionable financial plans that support clients' decision-making processes with analytical rigor and practical execution. Patrick holds the Personal Investment Advisor (PIA) designation and received her education from Yale University and The Indiana Academy for Science, Mathematics, & Humanities. She is engaged with the Yale Alumni Association. Outside of her professional work, Patrick has personal interests in basketball, gardening, genealogy, hiking, reading, writing, and spending time with her family.

Jean Pierre Sarandrea is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and four years of industry experience. He worked at Citi for nine years prior to joining Wells Fargo. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions.

Dan Dwyer is a Financial Consultant at Fidelity Investments, where he assists clients in identifying financial goals and collaborates to create tailored strategies. He emphasizes leveraging Fidelity's resources to maintain alignment with clients' financial plans. Dan has experience in various financial roles, including Investment Consultant and Financial Representative at Fidelity Investments since 2022, as well as Internal Annuity Wholesaler at Lincoln Financial Group from 2018 to 2022. Outside of his professional work, Dan has interests in baseball, fitness, golf, motorcycles, running, and traveling.