Jeffery Lewis is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Congregation Beth Shalom in Wilmington, DE, a position he has held since 2003, and he owns a racehorse that competes at racetrack venues. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with services designed around advisory capacities and a variety of investment offerings.

Michael Odorisio Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and affiliated entities since 2003, as well as at Citigroup Global Markets from 2006 to 2009. He serves as a board member and finance committee member for Serviam Girls Academy, a nonprofit educational organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Cassandra Queen is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Stonecrop Wealth Advisors, Compass Ion Advisors, and APW Capital, Inc. Outside of her advisory role, she is the founder and president of the Pinnacle Tournament Team Family Organization, a nonprofit supporting amateur karate athletes in domestic and international competition. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment implementation.

Sequoia Edwards is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Edwards held positions at Instacart, Wells Fargo Bank, Amanah XXI LLC, CVS Pharmacy, and Walmart. Outside of finance, Edwards works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Elizabeth Coles is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dean Camp is a financial advisor with Wells Fargo Advisors in Kennett Square, PA, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as power of attorney for his mother and owns a privately held entity named CLAM Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Leigh Joseph is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Securities America Advisors and Securities America Inc. Joseph is also a 50% owner of Medlab Logistics Payroll, a non-investment-related business where she handles payroll and bookkeeping tasks. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Joseph Amodei Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Brandywine Alliance LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Harvey Strauss is a financial advisor with Raymond James & Associates, holding a Series 65 designation and 26 years of industry experience. He has been with Raymond James & Associates since 1999 and operates Harvey M. Strauss PA - Assoc. since 1981. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Lori Earley is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She previously worked for 16 years at Ziv Investment Company. Lori owns EARLEY LEGACY LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Stanley Minka Jr. is a ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Outside of his advisory role, he is involved in the National Association of Insurance & Financial Advisors where he coordinates educational programming for members. 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 services using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement planning.

Matthew Mcdermott III is a financial advisor with Raymond James & Associates in Greenville, DE. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 29 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michaela Kowatch is a financial advisor with LPL Financial in Wilmington, DE, holding a Series 66 designation and six years of industry experience. She previously worked at Morgan Stanley Smith Barney, Raymond James & Associates, and Wells Fargo Advisors Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives and provides access to model portfolios, third-party asset management, and institutional platforms.

Christian Reinecker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving the wealth management needs of individuals, families, and business leaders since 1994. His practice focuses on developing personalized strategic solutions tailored to clients' long-term financial goals. Key areas of expertise include individual stock portfolio management, risk management, asset allocation strategies, retirement planning, stock option analysis, hedging and cash flow strategies related to concentrated equity positions, liability management, life insurance, wealth preservation, and estate transfer strategies. Christian holds a Bachelor of Science degree from Loyola College in Baltimore, Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Washington, DC, he began his career in the DC area before relocating to West Chester, Pennsylvania, where he resides with his wife and four children. Beyond his professional work, Christian is actively involved in community and parish activities at St. Simon and Jude, where he volunteers and coaches. He participates in alumnae-supported events and various charitable organizations. His personal interests include golf, skiing, running and hiking, playing guitar, travel, and outdoor activities.

Matthew Evans is a financial professional at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera, Securian Financial Services Inc, and Diamond State Financial Group among other firms. Outside of his advisory role, he was involved with Big League Juices® from 2016 to 2019. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of over 10,000 advisors, utilizing both affiliated and third-party managers across multiple program structures.

Cody Rosier is a financial advisor with J.P. Morgan Securities in Newark, Delaware. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Tristate Financial Advisors and Piazza JGLR Corp, as well as work outside the financial sector at Fred Beans Family of Dealerships and McCaffrey's Food Market. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gary Ulrich Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Securities Corporation for seven years before joining LPL Financial in 2022. 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 investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Todd Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, Anderson serves as a board member and finance committee member for First State Squash, a youth sports and education organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.