Tobin Hunsinger is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has been with Raymond James & Associates since 2016, with a two-year gap in his employment history. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Kevin Walls is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2015. Walls holds Series 63 and Series 66 designations and is based in Greenville, DE. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Karen Conicelli is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Greenville, DE. 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 including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Nicholas Leski is a financial advisor at Osaic with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for three years and PSG Financial for two years. He is also licensed as a life insurance agent, offering fixed life insurance, fixed annuities, and traditional life insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based asset allocation and portfolio optimization approach and offers a range of programs delivered through a multi-advisor platform.

Paul Mac Donald is a financial advisor with Mass Mutual Investors Services based in New Castle, Delaware. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at Olive Garden. He is also involved in an individual life insurance sales business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser and offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Nicholas Vali is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently with Cetera and has previously worked at Minnesota Life and Securian Financial Services. Outside of advisory, he is a partner in a golf course business and holds an equity interest in other local ventures. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Dawn Green is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Insurance Company, Prudential Insurance Company of America, and Signator Investors, Inc. In addition to her advisory role, Green is an adjunct professor at Wilmington University and owns a financial planning business, Wisdom Wealth and Winning LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various advisory and brokerage services delivered through a multi-advisor platform.

Tyler Kreger is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at First Citizens Community Bank and Bankers Life and Casualty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Natalie Plaza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She serves individuals, corporate executives, and their families, with a focus on areas such as education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Natalie began her career in architectural design after earning a Bachelor's degree in Environmental Design from the University of Colorado at Boulder. She transitioned into finance in 2018 when she joined Merrill Lynch Wealth Management as a Financial Advisor. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Natalie and her team work with clients in the entertainment industry, leveraging their knowledge of the industry's unique financial challenges to provide comprehensive wealth management services. Natalie is a member of several professional organizations, including the Financial Planning Association™, LPGA Women Who Play, Santa Monica Sports Club, and Women In Film. In her spare time, she enjoys basketball, golfing, skiing, spending time with her family, and watching movies. She currently resides in Los Angeles, California.

Joseph Durney Jr. is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Advisors since 2014. He is based in Wilmington, DE, and holds Series 63 and Series 65 licenses. In addition to his work at Wells Fargo Advisors, he holds ownership interests in multiple investment-related businesses, including Beartooth Investments, LLC and Heirloom Affiliate Management LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, delivered through a network of financial advisors.

William Hagerman is a CFP® professional with 27 years of experience in the financial services industry. He currently works with Cetera and has previously been associated with Diamond State Financial, Securian Financial Services, and Minnesota Life Insurance Company. Hagerman serves on the finance committee of his homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and advisory solutions across multiple program structures and custodial relationships.

Justin Czerwinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting professionals and business owners who are entering their peak earning years and individuals nearing retirement. His client focus includes employee benefits planning, family wealth management strategies, retirement income, and small business strategies, among other areas. Justin holds a Bachelor's Degree from Goldey-Beacom College and has earned a number of professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes values such as honesty, integrity, and reputation in his professional approach. Beyond his professional work, Justin is involved in community organizations including Beds4Vets and the Hockessin Historical Society. His personal interests include golfing, music, running, and spending time with his family.

Malcolm Rayne is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing, NewSpring Capital, KPMG LLP, and RBC Capital Markets. Outside of his advisory role, he holds a minority interest in an investment-related business, 211 Property Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with offerings that cover various planning needs from cash flow to specialized areas such as business-owner transition and special-needs analysis.

Autumn Vernon is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Prior to her financial advisory career, she served in the United States Airforce for 21 years. Outside of advising, she has partial ownership in a land conservation and vehicle storage business and a sailboat charter company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

C Crean is a financial advisor with OSAIC, holding the ChFC® credential and Series 63 registration, and has 39 years of industry experience. Prior to joining OSAIC in 2025, Crean worked at Lincoln Financial Advisors for 11 years and Hornor, Townsend & Kent, LLC for eight years. Outside of advisory work, Crean is also involved in offering property and casualty insurance through a related business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and offers a variety of program options including Unified Managed Accounts and third-party manager programs.

Brittany Yourinson Gaskill is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. She has been with Cambridge since 2023 and volunteers as a committee member for the Westtown-Thornbury Elementary School PTO. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Donald Sellers is a financial advisor with Edward Jones in Kennett Square, PA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Foote is a Series 66-licensed financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for investment-related trusts in Maryland. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Ryan Meade is a Financial Advisor with over 19 years of experience in the financial industry, based in Wilmington, Delaware. He is part of TWJ Wealth Management, a team recognized by Barron's and Forbes. Ryan specializes in retirement planning, wealth management, estate planning, and family wealth management strategies, including college education and personal retirement planning. He began his career in finance in 2007 and holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ryan earned a degree in Business Administration from Penn State University. Ryan resides in the Philadelphia-Wilmington area with his wife and three children. Outside of his professional work, he supports local charities benefiting military service members and youth initiatives. His personal interests include adventure sports, biking, fishing, hunting, ice hockey, pickleball, running, skiing, swimming, and spending time with his family.

Tyler Simonds is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Lincoln Financial Advisors Corporation and held roles in the hospitality industry. He serves on the board of United Way of Cecil County, advising on management and financial decisions for the organization. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a broad nationwide network and a range of advisory programs including discretionary and non-discretionary strategies.