David Grabowski Jr. is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at MassMutual Life Insurance Co and has experience in various positions since 2015, including work outside the financial industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved tools and offers a range of specialized planning programs.

Mason Abate is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance since 2020. Outside of his advisory role, he is a part-time baseball instructor at All Star Baseball Academy, where he works with youth on skill development. MML 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, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Thyrick Pitts Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. His background includes roles with the New England Patriots and Chicago Bears, as well as collegiate experience at the University of Delaware. He serves on the Board of Directors for the Philadelphia Chapter of the NFL Players Association and is Treasurer of the national NFL Players Association. Additionally, he is involved with Life Skills U, an educational financial literacy platform aimed at teaching life skills to young adults. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Albert Corrato is a CFP®, ChFC®, and Series 63 registered financial advisor with MassMutual Investors Services, where he has worked since 2017. He has 26 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He serves as a board member of Hillcrest Memorial Park, a nonprofit cemetery association, and holds a director and treasurer position on the board of the Better Business Bureau for Eastern Pennsylvania and Washington, DC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services along with educational seminars.

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 at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.

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® with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held positions at several firms, including Bassett, Dawson & Foy Inc. and Life Brokerage LLC. In addition to his advisory role, he is an advisory board member of Fancaster Inc., where he provides periodic strategic advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a broad network of advisors and unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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 with Osaic Wealth, Inc. in Avondale, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Morgan Stanley, Securities America Advisors, and Securities Service Network. He also operates an investment advisory business, WL Bechtold & Co. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing advanced portfolio construction tools and third-party money management solutions.

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.