Amanda Price Ransom is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2009 and Bank of America, N.A. since 2019. Outside of her advisory role, she serves on the board of the Moorestown Youth Football Association High School Boosters, operates a small record label, participates in planning events for the Friends of the Moorestown Library, and is involved with the Emergency Ready Project, a nonprofit focused on providing life-saving education and supplies to underserved communities. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a partial owner of Voodoo Lacrosse, LLC, a company that sells lacrosse equipment. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research and analytics.

Sydney Balint is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2025, Balint worked at Lincoln Financial Group and OSAIC. Outside of finance, Balint is involved in the fitness industry as a group fitness coach, personal trainer, and nutrition coach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning agreements.

John Marble is a Series 66-licensed financial advisor with Wells Fargo Clearing in Newark, DE, where he has worked for 10 years. He has 20 years of industry experience, including seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Amanda Macfarland is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lloyd III is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Lincoln Financial Distributors for six years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Patrick Dougherty is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 65 and Series 63 licenses and offering eight years of industry experience. He has been with Wells Fargo Advisors since 2016 and has involvement in investment-related businesses including Beartooth Investments, LLC and Heirloom Affiliate Management LLC. Additionally, he serves as a member of the Board of Trustees for the Robert Carwithen Music Foundation. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products such as banking and trustee services.

Mark Slapcinsky is a financial advisor with Ameriprise in Middletown, DE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Marc Driggs is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Maureen Dunning is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 28 years, followed by roles at Pruco Securities and The Prudential Insurance Company of America. Outside of her advisory work, she is a partner in Crooked Hammock Brewery, a restaurant in Lewes, Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sharmila Padmalingam is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her financial advisory work, she is co-owner of a rental property in New Castle, Delaware. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Jones serves as an officer on the board of Blue Hen Veterans and Friends, Inc., a nonprofit focused on military support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Julian Heenan is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at several firms including Cetera Wealth Services, Diamond State Financial Group, and Minnesota Life Insurance Company. Outside of financial advisory, he has experience working with Apollo Pools and Spas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with customizable investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Giovanni Diomede is a financial advisor with Merrill in Wilmington, DE, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His background includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA, where he worked for eight years, and he also spent three years at Wilmington University. He has been with Merrill since 2023 and is currently affiliated with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lori Rutkowski is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously spent 27 years with Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of advising, Lori also provides notary services in Delaware. Osaic serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools, third-party managers, and managed-account solutions.

Mark Mesco is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, with prior roles at Accurant Biotech and Mass Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-assisted approaches to develop client recommendations.

Ravi Polu is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera Wealth Services, Diamond State Financial, and Securian Financial Services. He is also involved in insurance sales as an agent and broker through Diamond State Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm operates a multi-manager platform providing access to various investment strategies through discretionary and non-discretionary programs.

Shelby Tennant is a financial advisor with UBS Financial Services in Greenville, DE, holding a Series 66 designation and six years of industry experience. Tennant has been with UBS since 2017 and previously worked at The Greene Turtle and the University of Delaware Education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Roderick Hausmann is a financial advisor with Primerica Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and also operates Hausmann & Associates LLC, a firm formed for Primerica business purposes. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while utilizing a tiered wrap-fee structure.

Jared Kolinsky is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at The Vanguard Group, Bryn Mawr Trust, and has experience outside finance including roles at Yesterday's Creekside Tavern and Kelly's Security Services Inc. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.