William Brooks Sr. is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wilbanks Securities Advisory and Wilbanks Securities, Inc. Brooks also owns Cuprosper, where he provides minor tax work and consulting services to credit unions. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Garrett Hudson is a financial advisor at Dakota Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at State Farm Investment Management. Outside of his advisory role, Hudson is involved as an agent employee with Billy J Reese III's Insurance Agency. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm offers customized wealth management and investment services, emphasizing long-term portfolio construction with ongoing oversight and due diligence.

Evan Hine is a CFP® with four years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, he held roles at Lokken Investment Group, Merrill Lynch, and several other financial services firms. He was also employed at Indian River Seafood Company and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, and charitable organizations. The firm offers customized wealth management and investment services, emphasizing discretionary portfolio management and active roles in private funds and registered ETFs.

Michael Garofalo is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 2011. In addition to his advisory role, he sells and services life, health, fixed annuities, disability, long-term care, Medicare supplemental, and property and casualty insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach that incorporates risk assessments and periodic client reviews.

Todd Roselle is a CFP® and ChFC® with 21 years of experience in financial advisory. He is currently with AlphaCore Capital LLC and previously worked at Purshe Kaplan Sterling Investments, Inc., Cambridge Investment Research, and Securian Financial Services. Roselle is the founder of Dravo Bay, LLC dba Blue Rock Financial Group and serves on the State of Delaware Investment Committee overseeing the state’s retirement, 529, and ABLE plans. He is also president of the Harmon Bay Homeowners Association in Rehoboth Beach, DE. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, including traditional and alternative strategies, along with tax preparation, trustee services, and ERISA retirement plan advisory services.

Sara Lawson is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Malvern Federal Savings Bank and Bell Rock Capital, LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios through Independent Managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other trust companies.

Christopher Owens is a CFP® professional with 18 years of experience in the financial advisory industry. He currently serves at AlphaCore Capital LLC and has held roles at firms including Wealthspire Advisors, Morgan Stanley, and Wells Fargo Clearing. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional asset classes to pursue diversification and resilience.

David Ali Jr. is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including SEI Private Trust Company and Kestra Advisory Services, LLC. Before entering financial services, he was involved with Fusion Gyms for one year. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, and family office services. The firm employs a tactical diversification approach with individualized asset allocation and provides a variety of investment strategies and flexible fee arrangements.

Charles Campbell is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Diversify Wealth Management, DFPG Investments, Key Advisors Group, and Walton Corporation. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Joseph Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at DFPG Investments, Kestra Advisory, Kestra Investment Services, WFG Investments Inc, and Equity Services, Inc. He is based in Lewes, Delaware. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of investment models and access to alternative strategies, along with flexible fee structures for planning and consulting services.

Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes roles at LPL Financial LLC, Wells Fargo Advisors Financial Network LLC, and Citigroup Global Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

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.

William Poff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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 high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of services such as brokerage, financial planning, and advisory programs.

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.

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.

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 Di Girolomo is a Series 66 licensed financial advisor at Janney Montgomery Scott with five years of industry experience. She has held multiple roles within Janney since 2018 and previously worked in roles outside the financial sector. Melanie serves as a committee member for Delaware Veterans Inc. Post #2 in Dover, DE, participating in monthly meetings focused on volunteering and event planning. 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, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.