Norman Felsen is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at PFS Investments Inc. since 2013 and positions with Mast Companies, F.A.D. Management, and Seasons Pizza. In addition to investment-related activities, he participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts with custody and trade execution through Pershing, managing approximately $15.5 billion in assets under management through a large network of financial advisors.

Danielle Yoch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Principal Financial Services and Equity Services, Inc. Outside of her advisory work, she serves as a vestry member and rector’s warden at Saint John's Concord, a religious organization in Glen Mills, PA. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

William Ryan II is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured tools and modeling methods, managing approximately $2.74 trillion in client assets.

Anthony Petruccelli is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, where he worked for 13 years. He is also involved in fixed and term life insurance and disability income insurance sales. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a diverse non-advisory financial services platform.

Jennifer Brennan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2013, following a prior four-year tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services including relationships with investment companies, private funds, and commodity pooling.

Daniel Gennusa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Outside of advising, he serves as power of attorney for both of his parents in Delaware. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu including retirement, education, and wealth-transfer planning, using proprietary research and tools to deliver tailored recommendations.

Robert Dewees is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he served in the United States Marine Corps for nine years and held a role at Wells Fargo Clearing. He is treasurer of the Talons Reach Foundation, a nonprofit supporting special operations forces. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of investment and financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations.

Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Elijah Tyler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at PFS Investment Inc., Primerica Financial Services, and Frontier Scientific. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that offers model-driven investment strategies developed by third-party asset managers. The firm manages approximately $15.5 billion in assets and supports advisory services with custodial and trade execution capabilities provided by Pershing and BNY Mellon Advisors.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jason Lim is a financial advisor with Edward Jones in Elkton, MD, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Johnson is a financial advisor with OSAIC in Wilmington, DE, holding a Series 66 license and 14 years of industry experience. Prior to joining OSAIC in 2025, he was with Lincoln Financial Advisors for 13 years. He also works as a CPA at Lank, Johnson & Tull, where he has been employed since 2006. Additionally, he serves as a trustee for a CPA client. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various advisory and managed account strategies.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Linda Galante is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at FSC Securities Corporation, Inc. and American Capital Corporation. Outside of financial advising, Galante is involved in tax preparation through a business she co-owns. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and a complex network of affiliated entities.

Jeffrey Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2026, he worked at Pacer Financial, Inc. for four years and has held various roles outside of finance, including positions in painting and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Richard Ranauto is a Series 66-licensed financial advisor with Wells Fargo Clearing in Newark, DE, where he has worked since 2016. He has 15 years of industry experience. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Stofa Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets.

Amanda Chubb is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she has worked at Perdue and PFS Investments Inc. Amanda also engages in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that uses model-based strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Swaney Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include tenures at Prudential Insurance Company of America, Pruco Securities, AXA Advisors, and Farmers Insurance Group. He is also involved in selling Medicare Advantage, Medicare Supplement, auto, and homeowners insurance through affiliated agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.