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Alexander M

Series 66

Seaford, DE

Edward Jones

Alexander Matthews is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has been with Edward Jones since 2015, including his current role since 2026. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew D

CFP®, Series 63, Series 66

Salisbury, MD

Cetera

Matthew Danmyer is a CFP® professional with nine years of industry experience, currently serving at Cetera. His prior roles include positions at Merrill, Bank of America, MFS Wealth LLC, and Montgomery Financial Services. He is also engaged with Comprehensive Financial Solutions, Inc. as a certified financial planner. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving a diverse 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 various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Millsboro, DE

Cetera

Michael Scutari is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a vestry member at St. Mark's Episcopal Church and sits on the board of the Georgetown Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm 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 consulting services across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kelly E

Series 66

Salisbury, MD

Edward Jones

Kelly Elliott is a financial advisor with Edward Jones in Salisbury, MD, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Elliott worked at PNC for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

College savings (529s, UTMA, etc.) ESG / Sustainable investing Retired Founder/Business Owner Executive
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Loren E

Series 63, Series 65

Millsboro, DE

Wells Fargo Clearing

Loren Evans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 12 years before joining Wells Fargo in 2016. Evans also serves as co-trustee of the Robert & Virginia Family Trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by in-depth research and analytics.

Retired Founder/Business Owner
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Chantal M

Series 63, Series 65

Millsboro, DE

UBS Financial Services

Chantal Moyer is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2019, following three years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Timothy G

CFP®, Series 63, Series 66

Salisbury, MD

Cetera

Timothy Gonzales is a CFP® with 21 years of industry experience. He is currently affiliated with Cetera and has held roles at multiple firms, including PKS Investment Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the nonprofit Crimesolvers of the Lower Eastern Shore and is treasurer of a local hunting club. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John H

CFP®, Series 66

Millsboro, DE

OSAIC

John Hough is a financial advisor with OSAIC, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior experience includes thirteen years at American Portfolios Financial Services, Inc. and nine years at Guardian Life. He also co-owns a college aid planning service that assists with processing various financial aid forms. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary account management alongside access to multiple advisory platforms and third-party services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Frank B

Series 63

Salisbury, MD

Cetera

Frank Brittingham is a financial advisor with Cetera, holding a Series 63 designation and over 44 years of industry experience. He has worked with Cetera and its affiliates since 2013 and is also the managing partner of Comprehensive Financial Solutions. Outside of his advisory work, he owns a small real estate business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Eugene G

Series 63, Series 65

Delmar, DE

LPL Financial

Eugene Garner is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at David Lerner Associates for 18 years, followed by Grove Point Advisors LLC and Grove Point Investments LLC. He is also involved with Garner Group Financial.com, an investment-related business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Allen D

Series 63, Series 65

Millsboro, DE

Primerica Advisors

Allen Dodson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Primerica Financial Services since 1990 and has been associated with Primerica Advisors since 2020. Outside of his advisory role, he is a partner at Dodson Realty LLC, a business he has been involved with since 2001. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael S

CFP®, Series 66

Salisbury, MD

Cetera

Michael Sise is a CFP® professional with 13 years of experience in financial advisory and asset management. He is currently affiliated with Cetera and also serves as a partner and producing representative at Comprehensive Financial Solutions, where he has worked since 2016. Outside of his advisory roles, he is involved in financial leadership at Stevenson United Methodist Church and serves on the board of Seaside Christian Academy. Cetera is an SEC-registered investment adviser with a nationwide network of over 10,000 advisors, managing more than $256 billion in assets. The firm offers a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bonnie S

Series 66

Georgetown, DE

LPL Financial

Bonnie Sweeten is a Series 66 registered financial advisor with LPL Financial, bringing one year of industry experience. She has previously worked at Edward Jones for eight years and currently operates a small business, Sweetn Treats, which she has run since 2011. Additionally, she is a commissioned notary. 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 management services through a large network of advisors using varied strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alison T

ChFC®, Series 66

Laurel, DE

Edward Jones

Alison Tingle is a financial advisor with Edward Jones in Laurel, Delaware, holding the ChFC® and Series 66 designations and possessing 11 years of industry experience. She has been with Edward Jones continuously since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Startup equity planning Business ownership considerations Founder/Business Owner
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Nathan C

CFP®, Series 66

Salisbury, MD

Cetera

Nathan Canada is a CFP® certificant currently with Cetera, where he has worked since 2023. He has three years of industry experience with previous roles including Key Financial Services and multiple positions at Salisbury University. He also has involvement with Comprehensive Financial Solutions as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management, financial planning, and retirement services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charmaine D

Series 66

Georgetown, DE

Ameriprise

Charmaine Davis is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Bank of America, Merrill, and BB&T. In addition to her advisory role, she is involved in independent insurance brokering and serves as an associate advisor with Guardian Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Elizabeth B

CFP®, Series 66

Salisbury, MD

Cetera

Elizabeth Brittingham is a CFP® with eight years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Advisors LLC and Comprehensive Financial Solutions since 2017. In addition to her advisory work, she serves as adjunct faculty at Salisbury University, teaching wealth management tax planning. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam D

Series 66

Salisbury, MD

Cetera

Adam Dopkowski is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Salisbury University and Camp Hill School District. Outside of finance, he is involved with Hoppers Tap House. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients across wealth levels, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform and supports various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robin S

Series 66

Seaford, DE

LPL Financial

Robin Scarborough is a financial advisor with LPL Financial located in Seaford, DE. He holds a Series 66 designation and has three years of industry experience, including multiple roles at M&T Bank. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Laurel, DE

OSAIC

Matthew Parker is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for nine years and The Insurance Market Inc for another nine years. Outside of his advisory role, Parker serves as a football official for the Del Mar VA Football Officials Association and is a board member of the Western Sussex Chamber of Commerce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio approach that incorporates asset allocation tools, risk tolerance assessments, and both discretionary and non-discretionary management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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