James Elias is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Edward Jones for nine years and Consolidated LLC for one year. He holds Series 63 and Series 66 designations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a variety of investment strategies.

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 with Primerica Advisors in Dover, DE, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Primerica Financial Services since 2017 and began her tenure with Primerica Advisors in 2021. Outside of her advisory role, she owns Sarblee & Associates, LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers.

Kathleen Hawkins is the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry since 1998 and joined Merrill Lynch in 2004. In her role, she focuses on building long-term relationships with clients to assist them in meeting their investment needs through various life stages. Kathleen helps clients develop financial strategies aimed at achieving goals such as wealth accumulation, funding education, retirement planning, and transferring assets to future generations. She maintains ongoing engagement with clients to identify suitable investment opportunities aligned with their objectives. Her client focus areas include college education planning, retirement income, philanthropic planning, socially responsible investing, and services for endowments and non-profits. She holds a Bachelor's degree in Finance from the University of Delaware and an MBA from Drexel University. Kathleen is a CERTIFIED FINANCIAL PLANNER® professional, a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). She serves as a Trustee of the University of Delaware and is involved with the CenDel Foundation and Christ Episcopal Church. Kathleen lives in Smyrna, Delaware, with her husband and son and enjoys cooking, gardening, and spending time with her family.

Eric Janvier is a financial advisor with LPL Financial in Middletown, Delaware, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of advising, he is involved with Janvier Estate Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

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 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America since 2011. Outside of his advisory role, he serves as an advisory board member for the Glasgow Lions Club, a charitable organization based 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Simpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at RBC Capital Markets, J.P. Morgan Securities, and Ameriprise. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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 at Merrill Lynch Wealth Management. She has been with the firm since 2014, focusing on providing guidance in areas such as college education planning, personal retirement planning, socially responsible investing, and wealth management for women. Courtney earned a Bachelor's Degree from the University of Delaware in 2013. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She actively participates in her community through the CenDel Foundation, a board on which she serves, aimed at fostering philanthropy in Central Delaware. Outside of her professional role, Courtney enjoys activities such as cooking, drawing, knitting, music, painting, reading, and spending time with her family. She lives in Dover, Delaware with her husband.

Wayne Creeden Jr. is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked at Bankers Life Advisory Services and related entities for nearly two decades. Outside of his advisory role, he is president and owner of Creeden LLC and serves as CEO of IRACARE LLC, an insurance agency. 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 services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools.

Josephina Reyes is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, N.A. since 2014. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Gianna Bannach is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual goals and provide personalized financial strategies. Her approach involves ongoing advice and guidance tailored to clients' evolving needs. Bannach's expertise includes general investing, retirement planning, and saving for unexpected expenses. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Rutgers Business School.

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 holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He also serves as president of Delta Private Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, through independent Financial Professionals who offer financial planning, investment management, and retirement plan advisory services.