Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at LPL Financial from 2018 and Wells Fargo Advisors Financial Network LLC from 2008. Howell provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Benjamin Schropp is a financial advisor with PNC Wealth Management in Lewes, Delaware, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JP Morgan Chase, as well as service with the Delaware Air National Guard. Outside of his advisory work, he is an owner of a rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic questionnaires to guide investment strategy selection and employs mutual funds and ETFs with annual rebalancing.

Dawn Dupre is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Janney in 2020, she worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2013 to 2020. She serves on the boards of her local homeowner's association and a country club in Rehoboth Beach, Delaware. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, combining in-house portfolio management with third-party managers and offering trustee and custody services.

Ricardo Cortes Avalos is a Series 66-licensed advisor with four years of industry experience, currently with PNC Wealth Management. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account accessible via an employee-only pilot that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Marvin Snyder Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes time at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Janney Montgomery Scott in 2017. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Scott Brown is a financial advisor at Savant Wealth Management with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Savant, he worked at Wealth Management Group, LLC for over two decades and spent many years with R. F. Book & Co. CPAs. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Gyamfi Kwarteng is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, Edward Jones, and HSBC Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Miguel Angel Lopez is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners entities since 2018, as well as prior positions at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Joseph Bataille is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior experience includes roles at Bankers Life and World Relief Corporation. Outside of his advisory work, he serves as an insurance agent providing a range of Medicare and health insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Susan Damask is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Janney Montgomery Scott and previously worked at Merrill for over a decade. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers a wide range of brokerage, financial planning, and advisory services supported by centralized portfolio management and custody capabilities.

Melanie Kelsall is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds a Series 66 registration and has worked at Janney Montgomery Scott since 2018 in various roles. Outside of her advisory work, she serves as a committee member for Delaware Veterans Inc. Post #2 in Dover, Delaware. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, and combines in-house portfolio management with third-party managers across multiple advisory programs.

Amy Gibson is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She joined Janney in 2024 after a 33-year tenure at Merrill. She holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Ronald Miller is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. His prior experience includes positions at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management across multiple advisory programs and offers brokerage, financial planning, consulting, and trustee services.

Linda Premo is a financial advisor at GWN Securities Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp. and CCF Investments, Inc. Outside of her advisory role, she is involved as a writing agent and independent contractor with New Directions Financial Group, providing insurance services to clients with specific coverage needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts.

Oliver Beck is a CFP® and holds the Series 66 designation with 10 years of industry experience. He currently works at Janney Montgomery Scott, where he has been employed since 2019. His prior experience includes roles at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Orlando Ferrer is a CFP® certificant and holds a Series 63 license, currently serving as a financial advisor at Savant Wealth Management. He has one year of industry experience and previously worked at Northern Trust for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with active management strategies, supported by a large team and affiliated accounting, legal, and trust services.

Granville Trey Hastings is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 26 years of industry experience. He has worked at Janney Montgomery Scott since 2019, following previous roles at Bank of America and Merrill. Outside of his advisory work, he has a small-scale non-investment-related landlord activity in Lewes, Delaware. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Megan Dupre Keating is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Keating serves on the Board of Governors for Waynesborough Country Club in Paoli, PA, contributing to the club’s strategic direction and policy development. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Edward Deverell is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with SPC and Sigma Financial, having previously worked at Park Avenue Securities, Guardian Life Insurance, and ProEquities. Outside of his advisory work, he operates Edward Deverell Photography, focusing on portrait and wedding photography. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment solutions.

Paul Gordon is a CFP® and ChFC® with 13 years of industry experience. He has worked at TIAA since 2017 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, he serves as interim office manager for The Maryland Institute for Pelvic Neuroscience. He is with TIAA-CREF Individual & Institutional Services, LLC, which provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates point-in-time planning from ongoing account management and acts as adviser to a donor-advised fund.