Cecily Venkatesh is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, she has been affiliated with Franklin Mint Federal Credit Union since 2003. 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, third-party asset management, and institutional platforms.

Douglas Loew is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Independent Advisers Group Corp. He also operates his own business focused on the sale and service of fixed insurance and investment products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers comprehensive portfolio management, financial planning, and access to various program platforms and third-party managers across multiple discretionary and non-discretionary structures.

Ryan Wallace is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise in 2025, he held positions at Trillium Wealth & Partners, Bessemer Trust Company of Delaware, and Arden Trust Company of Delaware. Before entering the financial sector, he worked in catering and fencing businesses and spent several years in education. 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 delivered by a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Zack Costagliola is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop holistic financial plans tailored to their individual values and goals. Prior to his current position, Zack gained experience as a Senior Financial Advisor at Vanguard from 2021 to 2024, and held multiple roles at Vanguard starting from 2016, including Financial Advisor, Select Services Investment Professional, and Client Relationship Specialist. Throughout his career, Zack has focused on providing comprehensive financial advisory services, emphasizing active listening and customized strategies to support client financial objectives. His professional journey reflects a consistent commitment to client-centered financial planning. Outside of his professional work, Zack has interests in fishing, football, golf, reading, running, and traveling.

Barbara Exter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 42 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously held roles at MetLife Securities Inc. Additionally, she serves as secretary for a nonprofit addiction recovery center, where she maintains records and participates in fundraising activities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management programs, educational seminars, and specialized planning such as divorce and estate-settlement planning.

Robert Bolling III is a financial advisor with RBC Capital Markets in Wilmington, DE. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior work at Deutsche Bank Securities Inc. Outside of his advisory role, Bolling serves as a trustee for a private welfare foundation and participates on the board of an urban squash program, among other nonprofit and community engagements. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers to tailor investment strategies according to client risk profiles.

Kristopher Sweringen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His work history includes roles at Elkton High School, Hightower Advisors Trust Company, Mid-Atlantic Pressure, Troon, and the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm servicing individual and institutional clients, with a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendation reports and annual advice.

Michael Mctyre is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63, 65, and 66 designations. His prior experience includes roles at Morgan Stanley and Eaton Vance Distributors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and extensive assets under management.

Erik Ermentraut is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services and Van Buren Financial Group, where he serves as an Associate Financial Advisor focusing on financial planning and client relationship management. Prior to his financial career, he was employed by the Federal Aviation Administration and Little Flower Children and Family Services of NY. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers across various program structures.

William Sherry Jr. is a financial advisor with Merrill and holds a Series 66 credential. He has 15 years of industry experience and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he serves as chair of the church council at Hockessin United Methodist Church and is a director of the University of Delaware Hockey Alumni Association, both nonprofit organizations. 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, offering model-based and discretionary strategies for individuals, institutions, and charitable organizations.

James Whisman Jr. is a CFP® professional with over 22 years of experience, currently serving at Cetera since 2023, and previously with Cetera Wealth Services and Wharton Management Group. He also operates a CPA practice focused on tax preparation and planning and serves as an educator for local nonprofit organizations related to natural history and Swedish settlements in Delaware. Additionally, he holds a treasurer position with the City of New Castle. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with diverse program options and over $256 billion in assets under management.

Donald R. McLamb, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in February 2018 and brings over 25 years of financial industry experience to his role. Donald focuses on connecting all aspects of clients' financial lives to develop personalized approaches that help achieve their goals. His areas of expertise include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. He holds the Professional Investment Advisor (PIA) designation. Donald graduated in 1996 from the University of Delaware with a Bachelor of Science degree in Accounting. He has been a licensed CPA since 2001 and is a member of the Delaware Society of CPAs and the American Institute of CPAs. He has served as the Chair of the Board for the Delaware Society of CPAs and is currently active in these professional organizations. In addition to his professional work, Donald volunteers as a member of the Board of Directors for the Delaware Military Academy, where he serves as Treasurer, and for The Delaware State Fair, where he chairs the Finance and Budget Committee. He resides in Bear, Delaware with his wife, Tracy, and their two daughters. They enjoy spending time together at the Delaware beaches. Donald does not provide tax advice in his role at Merrill.

Christine Salah is a financial advisor with Merrill in Wilmington, DE. She holds the Series 66 designation and has 11 years of industry experience, having worked at Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Samuel Teigland is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he has worked in educational and hospitality roles, including at Lipscomb University and Trader Joe's. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved tools.

Robert Allen is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as CEO and CFO of P Two P LLC, a consulting business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver customized retirement income recommendations.

Connor Mc Dermott is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for three years and Marketwise for four years. He holds a degree from Towson University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management options.

Felicia Woods is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the finance committee of Toastmasters International in Delaware. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning using firm-approved tools and strategies.

Peter Bradshaw Jr. is a financial professional at Cetera with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera, Bradshaw worked at Diamond State Financial Group and Securian Financial Services. He serves on the advisory board of Delaware Greenways, focusing on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment strategies and program structures.

Lynda Blessing is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at American Express Financial Advisors Inc. She serves as an elder at Mechanicsburg Presbyterian Church and is a certified Divorce Financial Analyst. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals using a variety of portfolio management strategies and platform arrangements.

Thomas Gale is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Cetera and its affiliates since 2015 and also operates his own business providing insurance solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and consulting services, employing a multi-manager platform with discretionary and non-discretionary program options.