Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Jill Angstadt Truesdell is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since the beginning of her career in 1993. She specializes in working with high-net-worth individuals and their families, focusing on personalized wealth management strategies including investment management, retirement planning, estate services, and tax planning. Jill was a founding member of The HART Group in 2005, which has developed into one of Delaware's largest financial advisory practices. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Accounting from the University of Delaware. Jill lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise in Newark, DE, and has two years of industry experience. Prior to joining LPL Enterprise, Brobst worked with The Prudential Insurance Company of America and Pruco Securities. Outside of advisory work, Brobst is an independent Medicare insurance contractor. LPL Enterprise, LLC serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Steven Kranzley is a financial advisor at Ameriprise in West Grove, PA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns a retail business called Kranzley Group and participates in a residential solar referral program. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Paul Gibler is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Kevin Brandt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and institutional relationships.

Eric Donato is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. His prior roles include positions at Envestnet, Massachusetts Mutual Life Insurance Co., and CREATIVE Financial Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Miles Nissly is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Covenant Wealth Strategies, Liberty University, Ameriprise Financial, and Hudson Ford. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bradley Foy is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors. He has held roles at various firms including Bassett, Dawson & Foy Inc. and Life Brokerage LLC. Foy serves on the advisory board of Fancaster Inc., providing strategic advice on company direction. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, mostly non-discretionary advisory services supported by risk-based reviews and offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Steven Kaplan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Kaplan is also involved in consulting through Mindshift Consulting LLC. Mass Mutual Investors Services 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 technology-driven analysis tools as part of collaborative annual planning engagements.

Charles White is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2024. Outside of advising, he has managed a field lining and painting services business for eight years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Robert Bechtold is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. In addition to his advisory role, he operates an investment advisory business under the name WL Bechtold & Co. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to support portfolio construction and management.

Edward Kerschner is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. His other business activities include serving as an agent for individual life, long-term care insurance, disability, and life settlements/viaticals. MassMutual Investors Services, LLC 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 structured, collaborative financial planning engagements using firm-approved software tools and delivers written recommendations without discretionary authority.

Wanying Zhao is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, Zhao operated an online business selling cosmetic and electronic products through LPDFZ LLC, which she owns and manages independently. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment programs alongside estate planning and corporate financial planning agreements.

Matthew Geraci is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. Prior to joining LPL Financial in 2024, he worked at OSAIC and Securities America Advisors, and spent eight years at Janney Montgomery Scott. Outside of his advisory role, he is involved with G2Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing model portfolios and research from multiple sources.

David Bloom is the Senior Resident Director and Wealth Management Advisor at Merrill. He leverages over 27 years of experience in wealth management to guide clients through the complexities of financial planning. David's approach involves developing comprehensive financial roadmaps tailored to his clients' goals, helping them manage both assets and liabilities to navigate market fluctuations effectively. David holds a bachelor's degree from Villanova University and a Juris Doctorate degree from Widener University Delaware Law School. He has maintained the CERTIFIED FINANCIAL PLANNER™ certification since 2000. His expertise spans college education planning, executive compensation, legacy planning, socially responsible investing, retirement income, and managing new wealth. Before his current role, David practiced law, and he incorporates this background into his holistic wealth management services. Active in his community, David has served on the boards of the Benchmark School, Children's Literacy Initiative, Delaware County Estate Planning Council, and Swarthmore Swim Club. He and his family reside in the Wallingford-Swarthmore School District and enjoy spending time outdoors, with personal interests including chess, fishing, golfing, reading, running, and skiing.

Richard Cook is a CFP® and ChFC® with 14 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities from 2011 to 2017. He holds an outside insurance agent position and is a partner in an LLC established to manage payroll for support staff. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management, employing firm-approved software and collaborative annual engagements to deliver tailored recommendations.

Stuart Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and Wharton Investment Consultants since 2011. Outside of advising, he works as an independent insurance agent specializing in disability, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, offering a range of portfolio management and financial planning services through multiple program structures.