Alexis Peterson is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, The Vanguard Group, and Bank of America Merrill Lynch. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Collin Palmeri is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, Palmeri has worked as a bartender for Milburn Orchards, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and asset management capabilities.

Bryan Cheeseman is a CFP®-certified financial advisor with Ameriprise, based in Thornton, PA, and has 24 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory role, he is involved with the U.S. Naval Academy Alumni Association and Foundation and participates in a Veterans Capital Markets Career Forum to support veterans exploring careers in finance. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining assets in Ameriprise Managed Accounts.

James Smith is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenville, DE, with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Andrew Baker is a financial advisor with Cetera and holds the CFP® and ChFC® designations as well as a Series 66 license. He has 14 years of industry experience, including prior roles at Securian Financial Services Inc. and Minnesota Life Insurance Co. Baker is also an author and conducts a side business buying and selling sports trading cards on eBay. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Elise Laskas is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a partner at Big Barn Records, a media production business, and serves on the finance committee of the YWCA in West Chester, providing financial advice. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Nathan Leo is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is an active member of IATSE Local 52 and is involved in social media activities through Garden State Time. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with insurance products and lending solutions.

David Forman is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Morgan Stanley since 2013 in various roles. Outside of his advisory work, he is a partner at Forman and Berkowitz LLC, a real estate-related business based in Baltimore. Morgan Stanley Wealth Management offers a wide 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 firm-approved planning tools but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.

Annelise Chayka is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and previously worked for Lincoln Financial Advisors for six years before joining LPL Financial in 2022. In addition to her advisory role, she serves as an executor in a fiduciary capacity for the estate of Cynthia A. Chayka. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting, supported by research and technology-driven solutions.

Vincent Gulotti III is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He joined Wells Fargo Advisors Financial Network LLC in 2020, following roles at Chatham Bay Group and Grace Inspired Ministries. Gulotti is also involved in investment-related business activities through partial ownership in multiple investment advisory firms in Wilmington, DE. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through brokerage or advisory programs.

Gilbert Scarborough IV is a financial advisor with Wells Fargo Clearing in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes nine years at J.P. Morgan Chase Bank and over a decade managing his own investment entities. He also serves as a trustee on a family trust account. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jennifer Sheppard is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at Merrill since 2012 and Bank of America, N.A. since 2016. Outside of her advisory role, she provides bookkeeping support for a family-owned trucking company. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Carl Meister III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he co-owns a horse farm, serves as Secretary on the Pennsylvania Hunt Cup Committee board, and works as a steeplechase race announcer. 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, non-discretionary recommendations. The firm also offers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Scott Chapin is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 10 years before joining OSAIC in 2024. Chapin is also the owner of The Chapin Group, a sole proprietorship involved occasionally in insurance needs for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Matthew Nabhan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he worked at B Lab Company for five years. He serves on the investment committee of The Tatnall School Inc., a nonprofit organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment analyses.

Leron Kosh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Edward Jones, Lyft Inc., Corporation Service Company, New Penn Financial, and Best Buy. Outside of advising, he works as an independent contractor consultant for Facebook Marketplace and Amazon.com, assisting with online sales and package delivery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Thomas Grenda Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. He is based in Greenville, Delaware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and market simulations to support client planning but generally acts in an advisory capacity without providing individual security recommendations within standalone plans.

Cecelia Dugan is a CFP® with 37 years of industry experience, currently advising at Wells Fargo Advisors since 2024. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. She serves in leadership and board roles for several private charitable foundations and is a finance council member at St. Ann’s Church in Wilmington, DE. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions that include niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to serve its clients.

Thomas Fieldman is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Robert Stephens III is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1992. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.