Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

George Cones is a financial advisor with Third Sigma Investment Advisors LLC in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Third Sigma since 2009 and also operates an IT consulting and hardware/software sales business through Techlogic, Inc. Additionally, he maintains a legal practice as an attorney. Third Sigma Investment Advisors LLC provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a cost-effective investment approach combining active managers and low-cost mutual funds and ETFs, with a focus on customized asset allocation and tax-efficient transitions.

Linda Bowen is a financial advisor at Bowen Asset Management LLC with 5 years of industry experience. She holds a Series 65 designation and has previously worked at Barnes and Noble. Bowen Asset Management LLC is a small wealth management firm serving approximately 30 clients, including high-net-worth individuals, trusts, pension plans, nonprofits, and business entities. The firm offers portfolio management, financial and retirement planning, and consulting services, using a discretionary approach that combines fundamental and technical analysis across a range of investment products.

Steven Woodruff Jr. is a CFP® with 14 years of industry experience, currently serving as an advisor at Venture Financial Advisors, LLC. His prior experience includes roles at Charles Schwab, Fidelity, Aspen Funds, and Patriot Family Capital LLC, where he was CIO. He is also CEO of Venture Wealth Management LLC and its associated fund, specializing in customizable fund of funds. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm follows a Modern Portfolio Theory-based approach, emphasizing low-cost, passive strategies complemented by tactical allocations and private investment opportunities for suitable clients, and maintains operational structures uncommon for a firm of its size.

Richard Weinstein is a CFP® with 25 years of industry experience and is a principal at Ridgewood Capital Management. He has worked at Ridgewood Capital Management since 2000 and also serves as president of SAS Advisors, Inc., where he conducts insurance planning and educational workshops. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, including variable annuity sub-account and employer-sponsored retirement plan allocations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and maintains a distinctive affiliated insurance agency as part of its service model.

Samuel Hyland is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked with Walnut Green Asset Management since 2013 and is also involved with Chalk Creek SLP, LP and Chalk Creek Partners GenPar, LLC. Outside of his advisory role, Hyland is a semi-passive investor in Rukket LLC, a sporting goods company, and holds minority ownership in LiveOne LLC, a social media company, among other business interests. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts using a long-term, fundamentals-based, buy-and-hold approach and serves as co-investment adviser and manager to a private pooled vehicle, employing a combination of equity compounding and tactical positioning across asset classes.

Charles Gubler is a financial advisor at Flagship Capital Management Inc with two years of industry experience. He holds the Series 65 designation and previously worked at SEI Investment Company. His background includes four years in education at James Madison University and Luray High School. Flagship Capital Management provides investment management and advisory services to individual and institutional clients, including corporations, pension plans, foundations, and trusts. The firm employs a team-based approach to constructing diversified portfolios using fundamental and technical analysis, managing roughly $200 million in discretionary assets.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

Jennifer Weinstein is a financial advisor at Ridgewood Capital Management with 24 years of industry experience. She holds a Series 65 designation and has been with Ridgewood Capital Management since 2000. Outside of her advisory role, she works as a Technology Associate for the West Chester Area School District, overseeing all technology usage related to an elementary school. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, managing approximately $39 million across about 80 accounts. The firm employs a mix of fundamental, technical, charting, and cyclical analysis with quarterly portfolio reviews and maintains custody through third-party custodians.

Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.

Donald Nicholson is a financial advisor with Donald W. Nicholson & Associates Ltd in Wilmington, DE, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with his current firm since 1996. In addition to his advisory role, he is involved in insurance sales. Donald W. Nicholson & Associates serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, managing over $171 million in assets. The firm provides non-discretionary asset management, personal financial planning, and retirement plan consulting, utilizing model portfolios through Schwab’s Institutional Intelligent Portfolios program.

Kyle Birmingham is a CFA® charterholder with nine years of industry experience. He currently works at Quorus Inc. and has held prior roles at Composer Technologies, The University of Chicago Booth School of Business, and The Vanguard Group, Inc. He volunteers as a board member and investment committee member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers. Quorus Inc. provides portfolio implementation and separately managed account services primarily to registered investment advisors and wealth managers, as well as direct clients such as family offices and small endowments. The firm leverages technology to deliver personalized portfolios and licenses models from various providers, offering features such as automated rebalancing, tax-loss harvesting, and a range of investment strategies.

Damon Nickle is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding a Series 65 credential and 15 years of industry experience. His prior roles include 11 years at Biddle Capital Management and five years at Delaware Avenue Wealth Planners, LLC. He also works as an independent insurance agent specializing in fixed products. Delaware Wealth Planners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting with a broad investment menu and multiple analytical approaches.

Douglas Mccoy is a financial advisor at Montchanin Asset Management, LLC, holding a Series 65 designation with nine years of industry experience. He previously worked at Bell Rock Capital, LLC from 2017 to 2019 and has been with Montchanin Asset Management since 2001. Outside of his advisory role, he serves as Vice President and Limited Partner at Across The Tracks, Inc., overseeing leasing and management of office and retail space. Montchanin Asset Management provides separate-account investment management to individuals, families, trusts, charitable organizations, and small businesses. The firm focuses on active management of primarily U.S. large-cap equities using a proprietary bottom-up fundamental process, managing concentrated, discretionary portfolios with a low turnover and a blend of growth and value styles.

John Gormley is a financial advisor at Goshen Capital LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Morgan Stanley and Ironview Capital Management. Goshen Capital is a state-registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and some institutions. The firm emphasizes individualized investment policies, primarily utilizing public liquid investments and third-party managers, with ongoing account monitoring and a structured approach to risk management.

Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stonecrop, he worked at SEI Investments Company and held positions with the Federal Deposit Insurance Corporation and Energage LLC. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to each client's goals, using a team-driven approach that often incorporates sub-advisors and third-party managers.

Donald Nicholson Jr. is a Certified Financial Planner® with 30 years of experience at Donald W. Nicholson & Associates Ltd in Wilmington, Delaware. He has worked exclusively with the firm since 1996. Donald W. Nicholson & Associates, Ltd. provides asset management, personal financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm emphasizes a primarily non-discretionary management approach and incorporates third-party rating agencies in its investment analysis.

Nandita Das is a CFP® and CFA® credentialed advisor with eight years of industry experience. She is currently with Insight Financial Strategists and has held prior roles at DAS Financial Health, LLC, Origin Financial, Envision Wealth Planning, Inc., and Waddell and Reed, Inc. Das also serves as a professor at Delaware State University. Insight Financial Strategists is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis across various asset types and offers customized financial planning, asset management, and coordinated tax services.

Christopher Kraig is a financial advisor at Bruce A. Kraig Associates with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes homemaking since 2015. Bruce A. Kraig Associates is a fee-based registered investment adviser serving individual investors, small businesses, and retirement plans. The firm offers discretionary portfolio management focused on mutual funds, using a top-down fundamental analysis to build diversified portfolios while managing risk and providing ongoing account monitoring.

Lawrence Springer is a CFP® and ChFC® with 47 years of experience in financial services. He is currently with Sherpa Capital Management and has held positions at OSAIC, Woodbury Financial Services, and several other firms. Outside of advising, he serves as President of the Board of Trustees for the UM Stewardship Foundation of Greater New Jersey and teaches in the CFP certification program as an adjunct instructor. He is also a musician and has been involved in church leadership roles. Sherpa Capital Management is a registered investment adviser managing approximately $107.5 million for individuals, trusts, estates, corporations, and retirement plans. The firm uses a passive, asset-class investing approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary management alongside comprehensive financial planning services.