Charles Fazio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and with MassMutual Life Insurance Company since 2014. 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 programs, structuring planning engagements as annual, collaborative relationships using firm-approved software tools.

Blake Corrigan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2014 to 2016 and as a Private Client Specialist from 2012 to 2014. Prior to joining Fidelity, he worked as a Retirement Specialist at T. Rowe Price from 2008 to 2012. Blake's professional focus is on building long-term relationships with clients, emphasizing trust and understanding of their goals and needs. He partners with clients to create and maintain tailored financial plans that address their objectives for today, the future, and for generations to come, supported by consistent communication. Outside of his professional role, Blake is engaged in family activities and enjoys gardening, hiking, parenthood, and skiing.

Carole Ricci is a financial advisor with Morgan Stanley in Greenville, Delaware, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as an executor or co-executor for an estate in Boothwyn, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Robert Ziegler is a financial advisor at Osaic with 18 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is an insurance agent offering annuities and life insurance products through two Delaware-based firms. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a broad range of advisory and brokerage services, employing advanced asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Patricia Solge is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Cantella & Co Inc for over a decade before joining Cambridge. She is also the owner of Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Lorin Pierucci IV is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Engineered Floors and Shaw Industries, with a significant tenure at PNC Bank. Outside of his advisory role, he owns a residential rental property in Newtown Square, Pennsylvania. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment strategies and affiliated financial services, operating under a fiduciary standard and supported by a large network of advisors and branch offices.

Graham Cassidy is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeling techniques.

Awa Njie is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase, Nationwide Securities, and 1717 Capital Management Company. Njie is also president of Smiling Coast Financial Services, LLC, an entity established exclusively for Primerica business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Daniel Rappa is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including M&T Bank, Prudential Insurance Company of America, PGIM Investments, and Penn Mutual Life Insurance Co. 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 portfolio management solutions, utilizing a network of investment adviser representatives who implement various model portfolios and customized strategies.

Lynda Durso is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Kieran Hickey is a financial advisor at Ameriprise with a Series 66 designation and has been with the firm since 2024. Prior to joining Ameriprise, he was a full-time student and also worked at Bull's Bridge Golf Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Gregory Lynch is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Bank of America, BlackRock, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. He also has experience outside finance, having worked at Taverna Rustic Italian Wilmington. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, offering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aristotle Tinios is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients by utilizing Fidelity's extensive resources and services to understand and support their financial, personal, and professional goals. He focuses on creating tailored financial plans in partnership with clients, working diligently throughout the process. Prior to his current position, Aristotle served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes roles at Vanguard, where he worked as an Internal Sales Consultant from 2022 to 2023 and a Retail Sales Consultant from 2021 to 2022. Additionally, he was an Inbound Sales Consultant at Prudential Annuities from 2019 to 2021. Aristotle's personal interests include beach activities, football, hiking, soccer, tennis, and yoga.

Donna Victorin is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and is based in New Castle, Delaware. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple asset classes.

Michael Nichols is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2016. Outside his advisory role, Nichols is CEO of Patronus Partners LLC, where he manages budgeting and payroll operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary planning using analytical tools to align with client goals.

Bradly Schultz is a Series 66 licensed advisor with Cetera in Wilmington, DE. He has one year of experience in the financial industry, having joined Cetera and affiliated firms in 2026. Prior to his financial advisory roles, Schultz worked for Verizon from 1998 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Erin Lacey is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Applied Energy Group, US PRO, The Bancorp, and Point to Point Wealth Planning. Outside of her advisory role, Erin is a marketing manager at Kimberlee M. O. LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers algorithm-driven, tax-efficient recommendations tailored to client needs.

Mark Hamilton is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, CETERA Advisor Networks, and Diamond State Financial Group. Outside of advising, he serves on the finance committee for The Delaware Contemporary Art Museum and works as a newspaper delivery contractor. 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 a range of individual and institutional clients.

Yrving Navarro Dugarte is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Gemini Brother Inc, as well as academic positions at Universidad de Buenos Aires. Outside of finance, he works as a delivery driver for several companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.