Daniel Rappa is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including M&T Bank, Prudential Insurance Company of America, PGIM Investments, and Penn Mutual Life Insurance Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies.

Lynda Durso is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Kieran Hickey is a financial advisor at Ameriprise with a Series 66 designation and has been with the firm since 2024. Prior to joining Ameriprise, he was a full-time student and also worked at Bull's Bridge Golf Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Gregory Lynch is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, BlackRock, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. He also has experience outside finance, having worked at Taverna Rustic Italian Wilmington. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aristotle Tinios is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients by utilizing Fidelity's extensive resources and services to understand and support their financial, personal, and professional goals. He focuses on creating tailored financial plans in partnership with clients, working diligently throughout the process. Prior to his current position, Aristotle served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes roles at Vanguard, where he worked as an Internal Sales Consultant from 2022 to 2023 and a Retail Sales Consultant from 2021 to 2022. Additionally, he was an Inbound Sales Consultant at Prudential Annuities from 2019 to 2021. Aristotle's personal interests include beach activities, football, hiking, soccer, tennis, and yoga.

Donna Victorin is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her tenure at Fidelity extends from 2004 to the present. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using a systematic approach and long-term asset allocation benchmarks.

Michael Nichols is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2016. Outside his advisory role, Nichols is CEO of Patronus Partners LLC, where he manages budgeting and payroll operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary planning using analytical tools to align with client goals.

Bradly Schultz is a Series 66 licensed advisor with Cetera in Wilmington, DE. He has one year of experience in the financial industry, having joined Cetera and affiliated firms in 2026. Prior to his financial advisory roles, Schultz worked for Verizon from 1998 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Erin Lacey is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Applied Energy Group, US PRO, The Bancorp, and Point to Point Wealth Planning. Outside of her advisory role, Erin is a marketing manager at Kimberlee M. O. LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers algorithm-driven, tax-efficient recommendations tailored to client needs.

Mark Hamilton is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, CETERA Advisor Networks, and Diamond State Financial Group. Outside of advising, he serves on the finance committee for The Delaware Contemporary Art Museum and works as a newspaper delivery contractor. 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 a range of individual and institutional clients.

Yrving Navarro Dugarte is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Gemini Brother Inc, as well as academic positions at Universidad de Buenos Aires. Outside of finance, he works as a delivery driver for several companies. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffery Lewis is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Congregation Beth Shalom in Wilmington, DE, a position he has held since 2003, and he owns a racehorse that competes at racetrack venues. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with services designed around advisory capacities and a variety of investment offerings.

Michael Odorisio Jr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. His career includes prior roles at Citigroup Global Markets and various Morgan Stanley entities since 2003. He serves as a board member and on the finance committee of Serviam Girls Academy, a nonprofit educational organization in Wilmington, Delaware. Morgan Stanley Wealth Management provides advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by approved tools and offers a broad range of investment and advisory programs.

Cassandra Queen is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Stonecrop Wealth Advisors, Compass Ion Advisors, and APW Capital, Inc. Outside of her advisory role, she is the founder and president of the Pinnacle Tournament Team Family Organization, a nonprofit supporting amateur karate athletes in domestic and international competition. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Sequoia Edwards is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Edwards held positions at Instacart, Wells Fargo Bank, Amanah XXI LLC, CVS Pharmacy, and Walmart. Outside of finance, Edwards works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Elizabeth Coles is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Dean Camp is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he serves as power of attorney for his mother and owns a small investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Leigh Joseph is a financial advisor at Osaic Wealth with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America Inc. Additionally, she is a 50% owner and handles payroll and bookkeeping for a logistics business, Medlab Logistics. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers through a multi-advisor platform.