Eduardo Deguzman Jr. is a financial advisor with OSAIC in Newport, DE, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and New England Securities. Additionally, he acts as an insurance agent offering fixed and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering various managed account strategies and third-party money manager programs.

Calvin Thomas is a Financial Advisor at Merrill Lynch Wealth Management, where he dedicates his work to helping clients achieve their financial goals through personalized financial strategies. He collaborates closely with clients to understand their full financial picture and develop flexible wealth management plans that adapt to changing market conditions. His approach includes providing access to investment insights from Merrill and banking and lending solutions through Bank of America. Calvin's expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He assists clients in defining their goals and choosing portfolio strategies designed to reach them, offering ongoing advice and adjustment as their situations evolve. He holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Delaware. Outside of his professional work, Calvin has interests in adventure sports, football, hiking, hunting, running, skiing, soccer, spending time with his family, traveling, and watching movies.

Corey Wertz is a financial advisor with Charles Schwab who holds the CFP® designation and has 12 years of industry experience. His career includes multiple roles at Charles Schwab and a one-year tenure at Fidelity Investments. Outside of his advisory work, he serves as assistant treasurer of One Basket LLC, a company involved in real estate investment. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

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.

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.

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 as well as Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, Wilcox is a trustee for a family trust and holds a minority ownership interest in an investment-related LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Advisors use proprietary research and planning tools to develop tailored recommendations across a range of financial planning areas, with clients opting whether and how to implement those suggestions through various brokerage or advisory programs.

Thomas Wood III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Trentowski is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at METLIFE SECURITIES Inc. She also serves as an insurance agent specializing in life, fixed annuities, and health products and is a partner in an LLC formed to manage payroll for her assistant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through structured, collaborative client relationships using firm-approved analytical tools.

Mark Cannon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at City National Bank, Deutsche Bank Securities Inc., and RBC Capital Markets. Outside of his advisory role, he serves on the board of an early childhood care organization in Newark, DE, 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 individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs tailored to clients' risk profiles, utilizing both in-house and third-party investment managers and providing various portfolio management and financial planning services.

Evelyn Davies is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at David's Bridal, PFS Investments Inc., Accenture, Northrop Grumman Systems Corporation, UIC Bowhead, and Primerica Financial Services. She is involved in sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers and supports trade execution and account custody through established financial service providers.

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.

Daniel Levin is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and operated Handsome Dan's LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research, with planning relationships that are generally non-discretionary.

Dawn Cote is a financial advisor with Merrill in Newark, DE, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Merrill since 2002. Outside of her advisory work, she operates a sole proprietorship involved in family-held Ebay and Poshmark sales. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with seven years of industry experience. He holds the Series 66 designation and has previously worked at Diamond State Financial Group, Minnesota Life Insurance Company, and Securian Financial Services Inc. Outside of finance, he has worked in the hospitality sector, including at Chesapeake Inn Restaurant & Marina. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His career includes positions at Cantella & Co., Inc., Lockwood Financial Services, and multiple roles within Cambridge Investment Research. Outside of advising, he is a fitness instructor and hosts a radio show for Delaware Public Media. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals across multiple platforms and custodians.

Kevin Krieger is a financial advisor with J.P. Morgan Securities in Wilmington, DE, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2015 before joining J.P. Morgan Securities in 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

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.