Joseph Amodei Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Brandywine Alliance LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Harvey Strauss is a financial advisor with Raymond James & Associates, holding a Series 65 designation and 26 years of industry experience. He has been with Raymond James & Associates since 1999 and operates Harvey M. Strauss PA - Assoc. since 1981. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Lori Earley is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She previously worked for 16 years at Ziv Investment Company. Lori owns EARLEY LEGACY LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Stanley Minka Jr. is a ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Outside of his advisory role, he is involved in the National Association of Insurance & Financial Advisors where he coordinates educational programming for members. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement planning.

Matthew Mcdermott III is a financial advisor with Raymond James & Associates in Greenville, DE. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 29 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michaela Kowatch is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with LPL Financial and has previously worked at Morgan Stanley Smith Barney LLC, Raymond James & Associates, and Wells Fargo Advisors Financial Network, LLC. Michaela has a background that includes roles in the athletics and fitness sectors prior to her financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Evans is a financial professional at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera, Securian Financial Services Inc, and Diamond State Financial Group among other firms. Outside of his advisory role, he was involved with Big League Juices® from 2016 to 2019. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of over 10,000 advisors, utilizing both affiliated and third-party managers across multiple program structures.

Cody Rosier is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Tristate Financial Advisors and Piazza JGLR Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Gary Ulrich Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Securities Corporation for seven years before joining LPL Financial in 2022. 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 investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Todd Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, Anderson serves as a board member and finance committee member for First State Squash, a youth sports and education organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jacob Halem is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Washington College and Koons Automotive Company. Halem is also involved as a financial advisor with Diamond State Financial Group, providing advisory services to assist clients with their financial objectives. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of over 10,000 advisors and manages more than $256 billion in assets.

Bryan Radcliff is a financial professional with 14 years of industry experience, currently with Cetera since 2023. He holds a Series 66 designation and has previously worked at Minnesota Life and Securian Financial Services. Radcliff serves as secretary on the board of DSFG Cares, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that operates as a multi-manager platform serving individual and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a network of over 10,000 advisors.

Adam Rubin is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. In addition to his advisory role, he owns Rubin Appraisals, a residential real estate appraisal business serving banks and lenders. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Dawn Allen Pyne is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes roles at Delaware Micro-Computer and ongoing service with the State of Delaware, alongside her tenure at Primerica Advisors since 2013. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Teresa Devries is a financial advisor with Mass Mutual Investors Services based in New Castle, DE, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with MML Investors Services Inc. and MassMutual Life Insurance Company since 2003. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements and various event-driven planning programs, including a recent Divorce Planning offering.

Jennifer Sonson is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial in Wilmington, DE. Her work history includes roles at Conrad and Sanford School prior to and alongside her tenure at Raymond James Financial Services Advisors Inc. She serves on the Finance Committee of the Fund for Women nonprofit organization. Raymond James Financial Services Advisors Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional consulting services.

Bradford Bugher is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 1993 after ten years in real estate sales and property management. He co-founded his current advisory group, leading the team’s investment strategies and focusing on clients’ insurance, annuity, and liability management needs. Brad works closely with clients to develop personalized financial plans, emphasizing the importance of understanding clients’ goals, concerns, risk tolerance, and family perspectives to build effective wealth management strategies. Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards and a Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with a concentration in Marketing and a minor in Economics from the University of Delaware, where he also participated in the school’s marching band. Born and raised in Newark, Delaware, Brad and his wife, Joanne, are parents of three adult children. Outside of his professional responsibilities, he has been actively involved in the YMCA of Delaware's fundraising efforts for the past decade and has served on the board of the Delaware Military Academy. Brad’s personal interests include biking, boating, fishing, hiking, racquetball, scuba diving, skiing, swimming, traveling, and spending time with his family.

Timothy Hernandez is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Wells Fargo, J.P. Morgan Securities, and Citizens Bank. His background also includes a role at Esperanza Academy Charter School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lisa Lamarche is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Milestone Wealth Advisors, Inc. for 11 years and LPL Financial for 19 years. In addition to her advisory role, she is involved in independent insurance brokering with several providers including Genworth, Legal and General, Nationwide, AIG, and Principal. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Fletcher King is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct client engagements and corporate financial planning agreements.