Ryan Lynch is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Fidelity Investments. Prior to his advisory roles, he also worked in hospitality at Quito's Restaurant and North End Pizzeria. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its advisory roles with registered investment companies and model portfolios.

Edward Kassab is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor (CEPA®) designations, as well as being recognized as a Personal Investment Advisor (PIA). With over a decade of experience, Edward develops tailored financial strategies for individuals, families, and business owners, focusing on significant life transitions. Throughout his career, Edward has assisted clients in managing various financial scenarios, including business transitions, job changes, college planning, retirement preparation, and concentrated stock positions. His approach emphasizes flexibility and client-focused strategies, aiming to understand each client's unique financial goals. Edward earned his Bachelor's Degree from Temple University's Fox School of Business. Outside of his professional role, he enjoys fishing, music, skydiving, and spending time with his family, including his wife Mallory, their son Leo, and their dog KC.

Matthew Von Worrall is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to his career in finance, he was employed at Adidas and Monmouth University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brynne Kuberski Garris is a CFP®-certified financial advisor with four years of industry experience. She is currently with MassMutual Investors Services and has previously worked at Raymond James & Company, Financial Engines Advisors L.L.C., BCR Wealth Strategies, and Morgan Stanley. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative engagements using firm-approved tools to analyze goals and deliver written recommendations.

Andrew Brown is a Financial Consultant currently working at Fidelity Investments since 2022. He specializes in developing personalized financial strategies by building relationships based on trust, empathy, and open communication. Prior to his current role, Andrew worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2018 to 2022. Before that, he served as a Workplace Investment Advisor at T. Rowe Price from 2013 to 2018. Andrew's approach to financial planning involves understanding each client's unique goals, values, and aspirations to create tailored strategies that aim to bring clarity, confidence, and a greater sense of financial well-being.

Francis Naselli is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Naselli has ownership in Creative Premier Agency LLC, a business focused on individual life and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers specialized event-driven planning programs.

Ellen Donahue is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Donahue is the owner of EMD Consulting, LLC, an entity used for business expense management. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of solutions including asset management, wrap programs, and educational seminars.

Joseph Kicinski Jr. is a ChFC® and Series 66-licensed financial advisor with Edward Jones, based in West Chester, PA, and has six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Infiniti of West Chester from 2011 to 2019. Outside of his advisory role, he serves as Vice President of the Malvern, PA chapter of Business Networking International (BNI). Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Piercy is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Charles Schwab in 2021, he worked at TD Ameritrade Inc., Citizens Securities, Inc., and Citizens Bank. Charles Schwab & Co., Inc. serves primarily 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, utilizing multi-asset model portfolios and centralized operational structures.

Lauren Cooper is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of her advisory role, she is involved with P Two P LLC, working through it for Ameriprise-related activities. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research and modeling with advisor collaboration and leverages algorithmic tools to deliver tailored retirement strategies.

Ellen Nastase is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 2005 and concurrently affiliated with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which allows access to a wide range of products and services beyond standard investment options.

Joseph Iudica is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and M&T Securities. Outside of his advisory role, he coaches youth in a Catholic ministry organization in Wilmington, DE. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services across multiple program structures.

Lisa Mahabir is a financial advisor with Ameriprise based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior work includes roles at Santander Securities LLC, Sovereign Bank, and Citizens Bank. Outside of financial advising, she is involved in construction as an office manager for RM Masonry Construction and has worked as a sales assistant at S&T Bank. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven retirement recommendations that integrate tax-efficient strategies and asset management tailored to client needs.

Joseph Montooth is a financial advisor at Mass Mutual Investors Services with credentials including the Series 66 designation and approximately one year of experience in his current role. His prior work history includes positions at MassMutual Life Insurance Company and Creative Financial Group. Outside of finance, he has worked for Dewey Beach Patrol and held roles at educational institutions including the University of Delaware and Salesianum. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning engagements supported by firm-approved analytical tools and features specialized programs including divorce planning and employer-sponsored planning services.

Nicholas Mc Glynn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with Wm Financial Services, Inc. since 2004. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions to deliver its services.

Robert Stofa III is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Continental Finance Company, Corporation Service Company, Wilmington University, and Saint Marks High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenarios in its process.

Michael O Boyle is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital One Investing, LLC from 2013 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ryan Galloway is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Galloway is also an individual life and group health insurance agent. Mass Mutual Investors Services, LLC 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, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Matthew Delphais is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes roles at Creative Financial Group and Testo Instruments, as well as positions at Downingtown Country Club where he currently works in the pro shop handling tee time bookings and retail sales. Mass Mutual Investors Services, LLC 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, structuring client engagements as annual, collaborative relationships that focus on recommending investment categories and strategies without discretionary authority.

Thomas Weisenfels serves as a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is part of the TWJ Wealth Management Team. With a 33-year career, his professional focus includes detailed financial planning, retirement issues, wealth and portfolio management, and providing total financial advice for high net worth, executive, and retired clients. He also contributes to Merrill Lynch's Retirement Education Services to assist corporate retirees in the Delaware area. A Delaware native, Thomas obtained his Bachelor of Science degree in Business and Engineering from the US Military Academy at West Point. He completed Army Airborne, Air Assault, and Ranger schools and served as an Army officer veteran during the Desert Storm war. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is affiliated with Merrill Lynch Wealth Management, the TWJ Wealth Management Team, and operates under the name Thomas Weisenfels, Wealth Management Advisor. Outside his professional life, Thomas is involved with Reach Church in Bear, Delaware, and has community ties with St. Mark's High School. He lives in Greenville with his wife, Melissa, their two children, Lilly and Andrew, and their Boxer dog, Maple. His personal interests include adventure sports, boating, camping, fishing, hiking, skiing, table tennis, woodworking, fitness, home repairs, shooting, and spending time with his family on the Chesapeake Bay.