Roderick Hausmann is a financial advisor with Primerica Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and also operates Hausmann & Associates LLC, a firm formed for Primerica business purposes. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while utilizing a tiered wrap-fee structure.

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.

Josephina Reyes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has been with Wells Fargo affiliates since 2014, including over 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

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.

Stephen Berkeridge is a financial advisor with Cetera, holding a Series 66 credential and bringing 12 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as entrepreneurial ventures such as owning Berkeridge Financial Services, which provides tax preparation and accounting. He is also a partner and CFO of Summit Bridge Veterinary Hospital LLC and is involved in nonprofit accounting for Cecil Families First, Inc. and tax compliance for Cheyla's Rescue Foundation and Riviera Rescue. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, consulting, and access to multiple investment strategies, managing over $256 billion in assets across more than 10,000 advisors.

Antoinette Brooks is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Keller Williams and Christiana Care Health System, and she has also worked with Primerica Financial Services since 1997. In addition to her advisory work, she is active as a part-time real estate salesperson. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers multiple advisory approaches supported by BNY Mellon Advisors and Pershing for execution and custody.

Alexis Peterson is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, The Vanguard Group, and Bank of America Merrill Lynch. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Leron Kosh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Edward Jones, Lyft Inc., Corporation Service Company, New Penn Financial, and Best Buy. Outside of advising, he works as an independent contractor consultant for Facebook Marketplace and Amazon.com, assisting with online sales and package delivery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Rebecca Stecher is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Faithward Advisors, LLC and American Portfolios Advisors, Inc. Outside of her advisory role, she is involved in a consulting business and holds a managing partner position in a real estate holding company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors. The firm offers a broad range of advisory services and uses multiple platforms and tools to construct portfolios incorporating various asset classes for both discretionary and non-discretionary management.

Ryan Castle is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously was with Voya Financial Advisors and FC Delco. Outside of his advisory role, Castle serves as a head coach for varsity boys soccer at West Chester Area School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Henry Gawel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he is president of Delta Private Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Vajoan Marte is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining LPL Enterprise in 2024, Marte worked at The Prudential Insurance Company of America and Pruco Securities LLC, among other financial institutions. Outside of his advisory role, he is the president of the Middletown Tennis Association, where he teaches tennis during the summer months. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory with brokerage and insurance products.

Kenneth Johnson Sr. is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the US Army Reserves from 2003 to 2018. Outside of advisory activities, he is an author for The Finance Highway and is the owner of Team Katalysts, LLC, a Primerica-affiliated entity. Primerica Advisors is a large institutional firm serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm employs model-based investment strategies primarily managed by third-party asset managers and supports accounts through custodians such as Pershing, focusing on client advisory rather than direct institutional portfolio management.

George Castle is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He previously worked at VOYA Financial Advisors and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Daniel Robison is a financial advisor with OSAIC holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Stecher Financial Group, Alpha Security Service, and the University of Arizona. He is also involved as an agent in insurance and fixed annuity sales with Sterling Bridge/Triton Brokerage. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Andrew Turner is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at Federal Resources and United Parcel Service, and he is the owner of a startup business in the family entertainment industry. He also engages in part-time referral activities for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management. The firm offers advisory services based on model-delivery strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.