Christopher Close is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services and MassMutual since 2020. He is also the owner of E78 Partners, a consulting business, and serves as a director at Close Consulting LLC, where he is involved in governance and oversight for Capstone Green Energy. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and event-driven planning programs, including divorce, estate-settlement, and employer-sponsored planning.

Cassandra Dekis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Riley Peffley is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2022. Outside of finance, he has experience in the food service industry and has been affiliated with the University of Delaware since 2020. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Matthew Gehrt is a Series 66-licensed financial advisor with Morgan Stanley in Greenville, DE, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and Estate Planning Strategies Groups.

Joseph Vargin is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments, where he currently collaborates with clients to develop and implement customized financial plans aimed at achieving their goals. He employs a holistic planning approach to assist investors through various life stages, focusing on balancing present needs with future financial objectives. Joseph's professional experience includes roles at several financial institutions. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Lead Advisor at Stordahl Capital Management in 2021 and held multiple positions at Charles Schwab from 2017 to 2021, progressing from Financial Services Professional to Vice President - Financial Consultant. He also worked as a Financial Services Professional at New York Life Insurance Company from 2015 to 2016.

Tamara Whiteside is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. She has worked with various entities within the J.P. Morgan organization since 2002, including JPMorgan Chase Bank NA and JPMorgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Kevin Russo is a financial professional with Cetera and its affiliated entities, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked in insurance and advisory services with Diamond State Financial Group. Outside the financial sector, he owns a fashion business and works in food and beverage service. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies and portfolio management options, overseeing substantial assets through a nationwide network of advisors.

Amanda Price Ransom is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2009 and Bank of America, N.A. since 2019. Outside of her advisory role, she serves on the board of the Moorestown Youth Football Association High School Boosters, operates a small record label, participates in planning events for the Friends of the Moorestown Library, and is involved with the Emergency Ready Project, a nonprofit focused on providing life-saving education and supplies to underserved communities. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 13 years before joining Wells Fargo in 2016. Outside of his advisory role, he has a 50% ownership interest in Voodoo Lacrosse, LLC, a company that sells lacrosse equipment. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Sydney Balint is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2025, Balint worked at Lincoln Financial Group and OSAIC. Outside of finance, Balint is involved in the fitness industry as a group fitness coach, personal trainer, and nutrition coach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning agreements.

John Marble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with A. G. Edwards & Sons, Inc. from 2006 to 2008. 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.

Amanda Macfarland is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lloyd III is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Lincoln Financial Distributors for six years before joining LPL Financial in 2019. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Dougherty is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been with Wells Fargo Advisors since 2016 and briefly worked at Portfolio One New York, LLC. Outside of his advisory role, he serves on the board of trustees for the Robert Carwithen Music Foundation, where he participates in scholarship selection and meeting preparation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools. The firm provides a broad range of planning services tailored to clients who meet specific net-worth criteria, including specialized areas such as business-owner transition and special-needs planning.

Mark Slapcinsky is a financial advisor with Ameriprise in Middletown, DE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Marc Driggs is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Maureen Dunning is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 28 years, followed by roles at Pruco Securities and The Prudential Insurance Company of America. Outside of her advisory work, she is a partner in Crooked Hammock Brewery, a restaurant in Lewes, Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Frank Leslie is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and Ameriprise. Leslie is the sole owner of FPL Finance, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Sharmila Padmalingam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and is also associated with a family practice since 2007. Wells Fargo Advisors is a large national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute and third-party sources to deliver diversified portfolio solutions and offers a broad range of brokerage and advisory products.

Kenneth Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Jones serves as an officer on the board of Blue Hen Veterans and Friends, Inc., a nonprofit focused on military support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.