Todd Marotta is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at Fidelity Investments, Citizens Securities, Mercer Global Advisors, and PNC Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a large network of independent advisors.

Devin Voorhees is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at OSAIC, Triad Hybrid Solutions, Triad Advisors, and TD Bank. Outside of advising, he owns and participates in a podcast called The Red Corner LLC. 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 through a network of independent Financial Professionals, utilizing multiple custody platforms and both proprietary and unaffiliated investment strategies.

Karen Clemens is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Cambridge Investment Research Advisors and has held prior roles at Ic Advisory Services Inc. and The Investment Center Inc. Clemens also operates Karen S Clemens CPA, PC, providing accounting services, and engages as an author, educator, and speaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and platform arrangements.

Douglas Mac Cormack is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 21 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2009 and at Fulton Bank since 2018. Outside of his advisory role, he works part-time as a scout for the Dubuque Fighting Saints hockey team on the East Coast. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains a notable affiliation with a municipal advisor that supports its public finance activities.

Drew Hoffman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the Armstrong Bugher Group, which coordinates and oversees the financial affairs of families, retirees, corporate executives, business owners, and nonprofit organizations primarily in the Wilmington and Greater Philadelphia areas, as well as nationally. Drew’s approach emphasizes building personalized, goals-based wealth management strategies designed to help clients achieve their financial objectives. With a background that includes roles as a human resource executive at Bank of America and Associate Market Executive at Merrill Wealth Management, Drew transitioned to financial advising in 2015 to serve clients directly. He focuses on areas such as employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Drew holds a Bachelor's degree in Economics from Indiana University and a Master's degree in Human Resources from Michigan State University. He is also a Personal Investment Advisor (PIA). Outside of his professional life, Drew enjoys golfing, music, traveling, and spending time with his family, including his wife Kim and their two rescue dogs. He is active in the community, serving on the Board of the Delaware Humane Association and involved with the Pancreatic Cancer Action Network. Fluent in English and French, Drew combines his diverse interests and experience to build strong relationships with clients and support their financial success.

Michael Strulson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Oppenheimer for 17 years before joining RBC Capital Markets in 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of wrap fee advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Robert Judge is a financial advisor with Ameriprise in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations through a centralized consulting team.

Eduardo Deguzman Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Additionally, he holds an insurance agent role offering fixed and disability insurance. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services supported by a variety of investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct personalized portfolios across multiple asset classes.

Corey Wertz is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His work history includes multiple roles within Charles Schwab entities since 2013 and a one-year tenure at Fidelity Investments. Outside of his advisor role, he serves as Assistant Treasurer for One Basket LLC, a family investment entity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary managed-account services with integrated brokerage and custody functions.

Anthony Frese is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Capelli, and Veery Capital. Outside of finance, he has experience working at Cafe Gelato. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Rebecca Mcgehean is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Avon Grove Nazarene Academy for 17 years and has involvement with Avon Grove Library. Outside of her advisory role, she contributes administratively to Rae McPherson Creative. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers.

Coty Schnake is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Citizens Securities and Morgan Stanley. Outside of finance, Schnake is an independent personal trainer who writes training and diet guidelines and has experience as an actor performing background work and minor speaking roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory with other financial products, providing tailored investment recommendations through its network of advisors.

Rebecca Dauterive is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at The Vanguard Group and The Institutes. Outside of her advisory role, she has experience working in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Nathan Moyer is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he had brief roles at Mass Mutual and experience in hospitality and retail businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Stanley Wilcox is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is the sole owner of BKV Operating LLC, a mineral rights and royalties business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with tailored recommendations delivered through meetings and client summaries.

Thomas Wood III is a financial advisor with Wells Fargo Clearing in Newark, DE, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephanie Trentowski is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at METLIFE SECURITIES Inc. She also serves as an insurance agent specializing in life, fixed annuities, and health products and is a partner in an LLC formed to manage payroll for her assistant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through structured, collaborative client relationships using firm-approved analytical tools.

Mark Cannon is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and 65 licenses and 36 years of industry experience. He has worked at City National Bank since 2017 and at RBC Capital Markets since 2010. Cannon serves as a board member for an early childhood care organization and is an advisory board member for a software company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs tailored to clients' risk profiles and investment needs.

Elizabeth Orth is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wilmington Trust Company and Centaur Media, as well as a financial advisory role at Kimberlee M. O. LLC where she meets with clients to review and update investment and insurance solutions. Orth is also co-owner of Family First Legacy LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize investment research, third-party data, and algorithmic tools, operating within a product ecosystem that includes affiliated fund options.

Dawn Cote is a financial advisor with Merrill in Newark, DE, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Merrill since 2002. Outside of her advisory work, she operates a sole proprietorship involved in family-held Ebay and Poshmark sales. 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 and profit-sharing plans, corporations, and charitable organizations.