Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Elijah Tyler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at PFS Investment Inc., Primerica Financial Services, and Frontier Scientific. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that offers model-driven investment strategies developed by third-party asset managers. The firm manages approximately $15.5 billion in assets and supports advisory services with custodial and trade execution capabilities provided by Pershing and BNY Mellon Advisors.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jason Lim is a financial advisor with Edward Jones in Elkton, MD, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Johnson is a financial advisor with OSAIC in Wilmington, DE, holding a Series 66 license and 14 years of industry experience. Prior to joining OSAIC in 2025, he was with Lincoln Financial Advisors for 13 years. He also works as a CPA at Lank, Johnson & Tull, where he has been employed since 2006. Additionally, he serves as a trustee for a CPA client. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various advisory and managed account strategies.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Jeffrey Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2026, he worked at Pacer Financial, Inc. for four years and has held various roles outside of finance, including positions in painting and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Richard Ranauto is a Series 66-licensed financial advisor with Wells Fargo Clearing in Newark, DE, where he has worked since 2016. He has 15 years of industry experience. Wells Fargo Advisors is a large national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Stofa Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and 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 offers a range of advisory programs with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets.

Amanda Chubb is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she has worked at Perdue and PFS Investments Inc. Amanda also engages in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that uses model-based strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Swaney Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include tenures at Prudential Insurance Company of America, Pruco Securities, AXA Advisors, and Farmers Insurance Group. He is also involved in selling Medicare Advantage, Medicare Supplement, auto, and homeowners insurance through affiliated agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jason Salinski is a financial advisor with Ameriprise in Newark, DE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendation reports delivered through a centralized consulting team.

Daniel Scribner is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2015. Scribner is also co-owner of Truecore LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Valdrini is a financial advisor at Merrill with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1979, concurrently serving at Bank of America since 2011. Outside of his advisory work, he is a limited partner in Desolina LLC. 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, retirement plans, corporations, and charitable organizations.

Mark Mccaffrey is a financial advisor with Charles Schwab in Wilmington, DE, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Charles Schwab Bank, The Vanguard Group, and managing his own insurance agency for 14 years. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by a multi-asset model portfolio approach and integrated operational infrastructure.

Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Berkeridge is a financial advisor with Cetera, holding a Series 66 credential and bringing 12 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as entrepreneurial ventures such as owning Berkeridge Financial Services, which provides tax preparation and accounting. He is also a partner and CFO of Summit Bridge Veterinary Hospital LLC and is involved in nonprofit accounting for Cecil Families First, Inc. and tax compliance for Cheyla's Rescue Foundation and Riviera Rescue. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, consulting, and access to multiple investment strategies, managing over $256 billion in assets across more than 10,000 advisors.

Antoinette Brooks is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Keller Williams and Christiana Care Health System and has been affiliated with Primerica Financial Services since 1997. In addition to her advisory role, she is a licensed real estate salesperson with eXp Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Kathryn Danielov is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate since 2016. Outside of her advisory role, she owns Katie Reynolds Photography, a small photography business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.