Mark Bacon Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of experience at the firm. He is based in Newark, DE. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Stevens is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. He has prior experience at M&T Bank and its associated entities. His background also includes running a home improvement business for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Aluotto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He serves as a committee member for the Cornell Club NYC, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Evelyn Davies is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Northrop Grumman Systems Corporation and Accenture. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Marc Wilson is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and has worked in related roles at Primerica Financial Services since 2020. Outside of his advisory work, he has been involved with Imhotep Institute Charter High School since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Russell Kuchera is a financial advisor with LPL Financial in Bear, Delaware, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at M&T Bank and Citizens Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and retirement plan consulting services.

Michael Schoenleber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Raymond James since 2009 and is also associated with Fulton Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Kevin Washington is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.

Paul Mitchell is a CFP® with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He has also been affiliated with MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a partner in NOW WHAT FINANCIAL EDUCATION, LLC, where he co-authors books and performs paid speaking engagements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, goal-oriented planning using advanced software tools and delivers recommendations without direct investment discretion.

Marco Nava is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes positions at Wells Fargo Bank, MUFG Union Bank, PNC, and Citizens Business Bank. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Tabatha Schury is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2015. She previously worked at Charles Schwab Bank from 2015 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and alternative investment options.

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.

Philip Lowe is a financial advisor at LPL Enterprise with 8 years of industry experience. He holds the Series 65 and Series 63 licenses and has prior work experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, and third-party asset management, delivering investment advice primarily via its network of investment adviser representatives.

Awa Njie is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 66, 63, and 65 licenses, and has 15 years of industry experience. Prior to joining Primerica Advisors in 2019, Njie worked at J.P. Morgan Securities and Jpmorgan Chase. Outside of advisory duties, Njie serves as president of Smiling Coast Financial Services, LLC, an entity established for Primerica-related investment business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Daniel Rappa is a financial advisor with LPL Financial in Newark, DE, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at M&T Bank, Prudential Insurance Company of America, and Penn Mutual Life Insurance Co. He is also registered as a business entity in Delaware for non-investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Sequoia Edwards is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Edwards held positions at Instacart, Wells Fargo Bank, Amanah XXI LLC, CVS Pharmacy, and Walmart. Outside of finance, Edwards works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Carlos Ward Jr. is a CFP® with 34 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at SagePoint Financial, Inc. and First Allied Advisory Services, INC. Outside of his advisory work, he is president of Kingdom Business & Technical Institute, a nonprofit focused on technical training for foster care and underserved high school students. OSAIC Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with various portfolio management tools and third-party partnerships.

Dawn Allen Pyne is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes roles at Delaware Micro-Computer and ongoing service with the State of Delaware, alongside her tenure at Primerica Advisors since 2013. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Michael Stecher II is a financial advisor at Osaic Wealth, Inc. He holds the Series 66 designation and has one year of industry experience. Stecher has held roles at Osaic Wealth, Stecher Financial Group, and several security services firms. Osaic Wealth, Inc. serves a diverse client base including retail, high-net-worth, pension, and corporate investors, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.