James Blaszkow is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Fins Hospitality Group, Northwestern Mutual, Washington College, and Sallie Mae. Outside of his advisory career, he coaches a youth lacrosse team for the Brotherly Love Lacrosse Club. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Brennan Jr. is a financial advisor at Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at La Red Health Center and various positions within Primerica Financial Services and related affiliates. Brennan also engages in the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, focusing on a tiered percentage-based fee model rather than fixed fees.

Christopher Burgos is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including DSFG Tax & Advisory and Securian Financial Services. Burgos is also the president of DSFG Cares, Inc., a nonprofit organization that allocates charitable donations to local causes, and is an author. Cetera Investment Advisers LLC is a SEC-registered firm that supports over 10,000 independent advisors serving a broad client base from individuals to institutional accounts. The firm offers a variety of portfolio management and advisory services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures and custodial relationships.

Cameron Michalak is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial. Outside of his advisory role, Michalak coaches varsity soccer at the Tome School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers services such as financial planning and participation in wrap programs.

Frank Charlton Jr. is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at Metlife Securities Inc. for 28 years. He also operates an outside insurance brokerage specializing in individual life and group health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, software-supported planning approaches and offers a range of investment and educational programs.

Stephen Rifici is a CFP® professional with 25 years of industry experience, currently serving at Ameriprise since 2005. He holds the Series 66 designation and is based in Wilmington, DE. Outside of his advisory role, he is a member-at-large on the Board of Directors for the Hardy Plant Society/Mid-Atlantic Group and serves on a local township committee advising on conservation easements. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes collaboration between centralized service teams and financial advisors, focusing on tax-aware withdrawal strategies and dependable income sources within a defined investment universe.

Christian Wagner is a financial advisor with Equitable Advisors in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes tenures at Penn Investment Advisors, Penn Community Bank, Longview Capital Management, VOYA Financial Advisors, and TD Wealth Management Services. He serves as a non-voting emeritus member of the Board of Directors for Admiral Farragut Academy and is on the advisory board of Facecake Marketing Technologies, an augmented reality company. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans via credentialed representatives.

Lindsay Przywara is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at Dan Dougherty State Farm Agency and WaWa. Lindsay also has experience at Goldey-Beacom College. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Anger is a financial advisor with LPL Financial in Aston, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at LPL Financial since 2022, along with ongoing positions at CUNA Brokerage Services, Inc. and Sun East FCU dating back to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Luke Chapman is a financial advisor with Mass Mutual Investors Services in Hockessin, DE, holding CFP® and Series 63 credentials and with 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is a partner at Now What Financial Education, LLC, where he co-authors books and performs paid speaking engagements related to financial education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Kenneth Klein is a financial advisor with LPL Financial in Newark, DE, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He is also the owner of Extra Mile Tax Prep Service, a tax preparation business he has operated since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Jie Huang is a Financial Consultant currently working at Fidelity Investments since 2020. Jie has extensive experience in the financial sector, having previously served as a Financial Consultant at LPL Financial from 2017 to 2020, Vice President of Marketing Analysis at Barclays US from 2013 to 2016, Associate at BlackRock Financial from 2005 to 2013, and Financial Analyst in Investment Banking at Bank of China International from 2000 to 2003. Jie communicates fluently in Cantonese, Mandarin, and the Shanghai dialect. Jie emphasizes a personalized approach to financial guidance, recognizing the uniqueness of each client's economic and life situation. Dedicated to understanding personal goals, Jie collaborates with clients to develop financial security plans tailored to their specific needs. Outside of work, Jie enjoys badminton, family activities, movies, outdoor adventures, and traveling.

Laura Fontana is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on the boards of the New Castle Community Partnership and the New Castle Historical Society, and participates on the Finance Committee for the City of New Castle. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Laird Jr. is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 63 credential and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in landscape and wildlife photography as a sole proprietor and serves as Vice President of the Wilmington Club, where he chairs the House Committee. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers various investment and financial products through its broad network.

Christopher Malmstrom is a financial advisor with Ameriprise in Newark, DE, holding Series 63, 65, and 66 licenses and with 18 years of industry experience. He previously worked at Alpine Brokerage Services, LLC for six years before joining Ameriprise in 2019. Outside of his advisory role, Malmstrom serves on multiple nonprofit boards, including as Treasurer of the Association of Fundraising Professionals Brandywine Chapter and as a board member for the Epilepsy Foundation of Delaware. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, featuring a specialized Premier Retirement Income service which provides retirement-income planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Robert Young is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, Randstad, Infosys, and Guardian Life Insurance Company of America. Outside of finance, he co-owns and operates a judo studio where he teaches and coaches. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Wadleigh is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements generally structured as discrete projects.

Andrew Ferrell is a financial advisor with Mass Mutual Investors Services in Newark, Delaware, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2019 before joining MassMutual and its subsidiary MML Investors Services in 2019. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing annual collaborative relationships and event-driven planning programs.

Melissa Ray is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at helping them achieve their goals with clarity and confidence. She focuses on translating complex financial decisions into actionable strategies that align with clients' priorities. Melissa has been with Fidelity Investments since 2019, progressing through roles including Client Experience Associate, Financial Representative, Relationship Manager, and Planning Consultant before her current position. This experience has provided her with a comprehensive understanding of financial services and client relationship management. Outside of her professional work, Melissa has interests in cooking and baking, music, outdoor adventures, parenthood, reading, and running.

David Walker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Compass Ion Advisors and spent over a decade at Willowdale Chapel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services with a variety of investment strategies and operational support tools.