Eric Reynolds is a financial advisor with Edward Jones in Newark, DE, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Ihor Zbyshko is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Wells Fargo NA, Citizens Securities, Inc., and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Mitchell is a CFP® with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He has also been affiliated with MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a partner in NOW WHAT FINANCIAL EDUCATION, LLC, where he co-authors books and performs paid speaking engagements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, goal-oriented planning using advanced software tools and delivers recommendations without direct investment discretion.

Lisa Rydzefski is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 38 years of industry experience. She previously worked at MetLife Resources for 11 years and has been with MassMutual Life Insurance Company since 2016. In addition to her advisory role, she is an insurance agent specializing in life insurance and fixed annuities. Mass Mutual 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, asset management, and educational seminars, focusing on collaborative goal analysis and written recommendations tailored to client needs.

Silya Filo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has one year of industry experience and has previously worked at Truist Bank, PNC Bank, and Wells Fargo Bank. Outside of finance, she has been involved with Goldey-Beacom College for several years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Marsha Rubin is a CFP® professional with 32 years of industry experience. She is currently with Cetera and has worked with Cetera Wealth Services, LLC since 2013. In addition to her advisory role, Rubin is a licensed CPA who prepares tax returns, conducts tax planning, and represents clients in audits. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Michael Durstein is a financial advisor with Cetera, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. He has worked at Cetera since 2023 and previously served at Minnesota Life and Securian Financial Services. Durstein serves on the advisory boards of the Delaware HIV Consortium and the Muscle Movement Foundation. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services delivered through a large network of independent advisors.

Brandon Biery is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a committee member on the board of Ducks Unlimited - Brandywine Chapter, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Chase Stackhouse is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he held roles at Orth Financial Group, West Chester University, CVS Pharmacy, and Oxford Area School District. He also supports a registered financial advisor through Kimberlee M. O. LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient withdrawal strategies delivered through a centralized consulting team.

Tamara Milam is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various capacities within Wells Fargo since 2009. Outside of her advisory role, she serves as co-trustee for her mother's trust and acts as power of attorney for her son's IRA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through comprehensive planning engagements.

Brody Scott is a Series 66-licensed financial professional with one year of industry experience, currently affiliated with Cetera. Prior to joining Cetera, he held roles at Barclays Bank Delaware and has experience in hospitality and brewing industries. He is also involved with Diamond State Financial Group, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

James Blaszkow is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Fins Hospitality Group, Northwestern Mutual, Washington College, and Sallie Mae. Outside of his advisory career, he coaches a youth lacrosse team for the Brotherly Love Lacrosse Club. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Brennan Jr. is a financial advisor at Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at La Red Health Center and various positions within Primerica Financial Services and related affiliates. Brennan also engages in the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, focusing on a tiered percentage-based fee model rather than fixed fees.

Christopher Burgos is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including DSFG Tax & Advisory and Securian Financial Services. Burgos is also the president of DSFG Cares, Inc., a nonprofit organization that allocates charitable donations to local causes, and is an author. Cetera Investment Advisers LLC is a SEC-registered firm that supports over 10,000 independent advisors serving a broad client base from individuals to institutional accounts. The firm offers a variety of portfolio management and advisory services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures and custodial relationships.

Cameron Michalak is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial for two years. Outside of his advisory role, Michalak is a varsity soccer coach at Tome School. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Frank Charlton Jr. is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at Metlife Securities Inc. for 28 years. He also operates an outside insurance brokerage specializing in individual life and group health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, software-supported planning approaches and offers a range of investment and educational programs.

Stephen Rifici is a CFP® professional with 25 years of industry experience, currently serving at Ameriprise since 2005. He holds the Series 66 designation and is based in Wilmington, DE. Outside of his advisory role, he is a member-at-large on the Board of Directors for the Hardy Plant Society/Mid-Atlantic Group and serves on a local township committee advising on conservation easements. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes collaboration between centralized service teams and financial advisors, focusing on tax-aware withdrawal strategies and dependable income sources within a defined investment universe.

Christian Wagner is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling, PTS Brokerage, Penn Investment Advisors, and Penn Community Bank. He serves as an emeritus board member of the Admiral Farragut Academy Foundation and is on the advisory board of Facecake Marketing Technologies, an augmented reality company. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm works extensively with LPL-sponsored programs and endorsed TAMPs and offers both discretionary and non-discretionary portfolio management solutions.

Lindsay Przywara is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Dan Dougherty State Farm Agency for four years and held various roles at WaWa and Goldey-Beacom College. 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Ryan Anger is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with CUNA Brokerage Services, Inc. and Sun East FCU. From 2015 to 2018, he was associated with Child Guidance Resource Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research and technology to support diverse investment strategies.