Anna Touchard is a financial advisor with Merrill in Dover, Delaware, holding a Series 66 designation and 32 years of industry experience. She has worked at Merrill since 1991. Outside of her advisory role, she serves as a consultant for Meleleuca, a company involved in the sale and use of home products. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Elias is a financial advisor with LPL Financial in Middletown, DE, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He worked previously at Edward Jones for nine years and at Consolidated LLC for one year before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by a range of model portfolios and research.

Stephen Houston is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at BlackRock and Morgan Stanley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Alicia Baione is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, she was self-employed and held roles at Postal Impact LLC and Embrace Delaware Inc. She is designated as a second successor statutory durable power of attorney for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients, including high-net-worth individuals and pension plans.

Harriet Sarblee is a financial advisor at Primerica Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2017. Outside of her advisory role, she owns Sarblee & Associates, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Kathleen Hawkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. With a career in financial services dating back to 1998, she specializes in developing long-term relationships with clients to help them navigate investment needs through various life changes. Her expertise includes financial strategies focused on wealth accumulation, funding education, retirement planning, philanthropic support, and intergenerational asset transfer. Kathleen holds a Bachelor of Science in finance from the University of Delaware and a Master of Business Administration from Drexel University. She carries professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Before joining Merrill Lynch in 2004, she gained experience at JP Morgan and served as Executive Director of the Eastern Pennsylvania and Peninsula-Delaware United Methodist Foundation. She is involved in several non-profit organizations such as the Cen-Del Foundation and serves as a Trustee of the University of Delaware. Kathleen lives in Smyrna, Delaware with her husband and son. Outside of work, she enjoys cooking, gardening, and spending time with her family.

Remo Orsini Jr. is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Middletown, Delaware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Christopher Smith is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked for 18 years. He is based in Dover, DE, and holds the Series 66 license. Outside of his advisory role, he has involvement in several real estate management ventures in Delaware and Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

H Connell is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1994. Connell is also an advisory board member of the Glasgow Lions Club, a charitable organization in Delaware. Merrill, along 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.

Matthew Simpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at RBC Capital Markets and JPMorgan Securities LLC. Based in Greenville, DE, he has been with Wells Fargo Clearing since 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jim Brady Jr. is a financial advisor with Edward Jones in Dover, DE, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2022, he worked at Citigroup and held roles at Simonik Transportation, Rider University, Rutgers University, Galloway Panting, and Petrosh's Big Top. Outside of his advisory work, Jim serves as an assistant wrestling coach at St. Augustine Prep in Richland, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan George is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at OSAIC since 2015 and has previous experience with Ward & Associates and First Independent Advisory Services, Inc. Outside of his advisory role, he owns and manages a logistics and supply chain franchise, Globaltranz. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party managers to construct diversified portfolios tailored to client needs.

Courtney Duncan is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held since 2014. She focuses on areas including college education planning, personal retirement planning, socially responsible and ESG investing, as well as women and wealth. Courtney supports her team through outgoing communications, client events, and seminars to strengthen client relationships. She holds a Bachelor's degree from the University of Delaware, earned in 2013, and has obtained the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Courtney is actively involved in her community, serving on the CenDel Foundation board, a charitable organization dedicated to fostering philanthropy in Central Delaware. She is also associated with the Central Delaware Chamber of Commerce. Residing in Dover, Delaware with her husband Andy, Courtney enjoys cooking, drawing, knitting, music, painting, reading, spending time with family, and watching movies. She is committed to guiding families to achieve their financial goals while being of service to others in her community.

Wayne Creeden Jr. is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked at Bankers Life Advisory Services and related entities for over nine years. He is the president of Creeden LLC, a business venture outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Josephina Reyes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has been with Wells Fargo affiliates since 2014, including over 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Wendy Rust is a Series 66-registered financial advisor with Merrill, bringing 22 years of industry experience. She has worked at Merrill since 2000 and concurrently with Bank of America, N.A. since 2011. Outside of her advisory role, Rust teaches a high school business class at Lake Forest High School in Delaware. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lee Moran is a financial advisor with Edward Jones in Smyrna, DE, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in farmland and residential property rentals through several privately held entities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

John Ohlson is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes prior roles at Neuberger Berman, Charles Schwab & Co., Inc., RMB Capital Management, and Michael Paul Armstrong. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Alexander is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2015 and focuses on providing goal-based planning and comprehensive investment advice for individuals, families, and small businesses. His expertise includes portfolio management services, retirement income planning, and family wealth management strategies. Nick holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Plan Fiduciary Advisor (CPFA®) designations, as well as registrations including Series 7 and 66. He earned a Bachelor's degree in Finance from the University of Delaware in 2006. Prior to joining Merrill Lynch, he had eight years of experience in the financial services industry. In addition to his professional work, Nick volunteers with the Delaware Financial Literacy Institute and serves on the board of directors for the non-profit organization Arise. He is a member of Grace Presbyterian Church in Dover, Delaware. Nick resides in Hartly, Delaware with his wife and four children and enjoys camping, golfing, and hunting.

Henry Gawel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he is president of Delta Private Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.