Mark Mccaffrey is a financial advisor with Charles Schwab in Wilmington, DE, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, The Vanguard Group, and managing his own insurance agency for 14 years. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and integrated operational infrastructure.

Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Berkeridge is a financial advisor with Cetera, holding a Series 66 credential and bringing 12 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as entrepreneurial ventures such as owning Berkeridge Financial Services, which provides tax preparation and accounting. He is also a partner and CFO of Summit Bridge Veterinary Hospital LLC and is involved in nonprofit accounting for Cecil Families First, Inc. and tax compliance for Cheyla's Rescue Foundation and Riviera Rescue. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, consulting, and access to multiple investment strategies, managing over $256 billion in assets across more than 10,000 advisors.

Antoinette Brooks is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Keller Williams and Christiana Care Health System, and she has also worked with Primerica Financial Services since 1997. In addition to her advisory work, she is active as a part-time real estate salesperson. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers multiple advisory approaches supported by BNY Mellon Advisors and Pershing for execution and custody.

Kathryn Danielov is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate since 2016. Outside of her advisory role, she owns Katie Reynolds Photography, a small photography business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Samuel Summer is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Jill Confer is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation. She has prior experience with Raymond James Financial Services Advisors, Inc., Bassett, Brosius, Foy & Associates, and the Brandywine School District. Outside of advising, she works as an associate at Wilmington Wealth Management, focusing on social media, scheduling, and office management. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Donaldson is a financial advisor with Merrill in Newark, DE, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is a co-owner of a family rental property in Hamilton, New Jersey. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Boyer is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and operates his own CPA firm specializing in individual and small business tax returns. Outside of financial advising, he serves as CFO of Ferris Home Improvements, a local company focused on home renovation projects. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and employs a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Kyle Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at Envestnet Inc. and J O Hambro Capital Management. Outside of his advisory role, he has worked in other fields including a small business in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Lance Earle is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. His career includes roles at Avantax Investment Services and Van Buren Financial Group, as well as earlier experience at Macy’s Inc. He is based in Wilmington, Delaware. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.

Gary Peters is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. for 20 years. In addition to his advisory role, Peters is involved in property, casualty, health, and group life insurance sales and ownership. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing planning relationships using firm-approved software and a range of investment strategies.

James Conlan is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with J.P. Morgan affiliates since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Andrew Rosenbaum is a financial professional with one year of industry experience, currently affiliated with Cetera. He previously worked at Diamond State Financial Group and has a Series 66 designation. Outside of advisory roles, he has experience working in other industries including hospitality and painting services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Tamara Tilton is a financial advisor with Edward Jones in Oxford, PA, holding a Series 66 designation and three years of industry experience. She previously worked at Diflippo and Company and has been self-employed since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Martin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab in Wilmington, Delaware. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he serves as the Financial Secretary and a board member of Chester Heights Fire Company No. 1. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investment program.

Sofia Portante is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Bryn Mawr Trust and Janney Montgomery Scott. Outside of Ameriprise, she manages an advisory business, Point to Point Wealth Planning, as an Associate Financial Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes research, third-party data, and algorithmic tools to provide non-discretionary recommendations tailored to clients’ needs.

Dana Edwards is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding Series 63, 65, and 66 designations and totaling 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Edwards worked at Wells Fargo Clearing from 2016 to 2024 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Edward Aiken is a financial advisor with Osaic Wealth, Inc. in Wilmington, Delaware, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Osaic since 2024 and concurrently serves on the Next Level Advisory Board and with Diamond State Financial Group and Minnesota Life Insurance Company since 2002. Outside of finance, he works as a sports referee for college, high school, and youth basketball and football. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple managed account solutions. The firm utilizes proprietary tools and third-party platforms to construct diversified portfolios tailored to client needs.

Richard McLaughlin is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. His background includes founding McLaughlin Insurance Agency, where he worked for over three decades. Outside of investment advisory, he has worked as a financial educator and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.