Todd Roselle is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with AlphaCore Capital LLC and previously worked at Purshe Kaplan Sterling Investments, CAMBRIDGE INVESTMENT RESEARCH Advisors, 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. He also holds the position of President of the Harmon Bay Homeowners Association. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing roughly $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and institutional sub-advisory services with a focus on multi-asset portfolios that include alternative investments.

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® with 18 years of experience in the financial advisory industry. He is currently with AlphaCore Capital LLC and has previously worked at firms including Wealthspire Advisors, Morgan Stanley, and Convergent Wealth Advisors. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, institutional investors, and banking institutions, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services with a focus on multi-asset portfolios that include alternative investments.

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.

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 at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. Marvin has been with Janney Montgomery Scott and its affiliated entities 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services supported by in-house and third-party portfolio management.

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.

Jessica Hartman is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2009. Hartman serves as a Leadership Council Member at the Wistar Institute, a nonprofit organization. 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Miguel Angel Lopez is a CFP®-certified financial advisor with over 31 years of industry experience. He currently works at Steward Partners Investment Advisory, LLC and has held positions at several affiliated firms as well as Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of investment advisory and financial planning 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 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.

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.

Ronald Miller is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 20 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held positions at Bank of America and Merrill. 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 sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs through a combination of in-house and third-party portfolio management.