Eddie Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at DFPG Investments, Kestra Advisory, WFG Advisors, and National Life of Vermont. Outside of advisory work, he is involved as a member and owner of a real-estate LLC. 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 range of portfolio management and consulting services tailored to client objectives and risk profiles.

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 three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Dakota Wealth in 2026, he worked at State Farm Investment Management for four years and has experience in various roles including builder and agricultural company positions. 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 with an emphasis on long-term portfolio construction and ongoing oversight, including active management roles in private funds and advisory services for registered investment companies.

Evan Hine is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is currently with Dakota Wealth, LLC and also maintains a dual registration with Lokken Investment Group, LLC. Prior to his advisory roles, he held positions in various financial firms and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, and other entities. The firm employs a diversified investment approach using a range of asset classes and also serves as an investment manager to a registered mutual fund and sub-adviser to an ETF.

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.

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 DFPG Investments, LLC, Kestra Advisory Services, LLC, SEI Private Trust Company, and Fusion Gyms. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, employing a tactical diversification approach with customized asset allocation to meet client goals and risk tolerance.

Charles Campbell is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at DFPG Investments, LLC, KEY ADVISORS GROUP LLC, and WALTON CORPORATION. Diversify Wealth Management serves a broad range of clients, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management.

Joseph Ghabour is a financial advisor at Diversify Advisory Services, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at DFPG Investments, LLC, Kestra Advisory, Kestra Investment Services, LLC, and WFG Investments Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering a broad range of investment instruments and strategies.

Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at LPL Financial from 2018 and Wells Fargo Advisors Financial Network LLC from 2008. Howell provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

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.

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 possessing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Janney Montgomery Scott since 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

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 previously worked at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, Edward Jones, HSBC Bank, New York Life Insurance Agents, and M&T Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance operations.

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.

Joseph Bataille is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior experience includes roles at Bankers Life and World Relief Corporation. Outside of his advisory work, he serves as an insurance agent providing a range of Medicare and health insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

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 Kelsall is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds a Series 66 registration and has worked at Janney Montgomery Scott since 2018 in various roles. Outside of her advisory work, she serves as a committee member for Delaware Veterans Inc. Post #2 in Dover, Delaware. 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 individuals, families, trusts, estates, and institutional clients, and combines in-house portfolio management with third-party managers across multiple advisory programs.

James Chernokal is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004. He holds the Series 63 and Series 65 securities licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot using algorithmic risk assessment and third-party strategists to manage diversified portfolios via mutual funds and ETFs.

Amy Gibson is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She joined Janney in 2024 after a 33-year tenure at Merrill. She holds Series 63 and Series 65 licenses. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.