Paul Gordon is a CFP® and ChFC® with 13 years of industry experience. He has worked at TIAA since 2017 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, he serves as interim office manager for The Maryland Institute for Pelvic Neuroscience. He is with TIAA-CREF Individual & Institutional Services, LLC, which provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates point-in-time planning from ongoing account management and acts as adviser to a donor-advised fund.

Bradley Travis Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 18 years working at PNC and PNC Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and utilizes technology tools for operational and research support, overseeing over $819 billion in discretionary assets and more than 22,800 advisors.

Gina Katrinak is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cetera for 10 years. In addition to her advisory role, she serves as a Wealth Management Coordinator for Utilities Employees Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Paul Contreri is a CFP® professional with 45 years of industry experience, currently affiliated with Cetera since 2023. He previously worked with Cetera Wealth Services, LLC for 13 years. Outside of financial advising, he volunteers at a homeless shelter and provides occasional tax return preparation services for friends and family. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

John Simeone is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial in Lewes, DE. He has worked at Raymond James Financial since 2009 and has held positions at Specific Solutions and Fulton Bank. Simeone is also employed as a financial advisor with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Herley Gaston is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Crowe LLC and Thrivent Financial. Outside of advisory work, he occasionally serves as a substitute teacher in the Seaford School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning on a one-time or ongoing basis without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Erin Winner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Element Wealth Planning and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management options, including third-party asset management and institutional platforms.

Regina Chavez is a Series 66-credentialed financial professional with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Infinity Welding, FOODMATE, and Mountaire Farms. Chavez is involved with CFS Retirement Solutions and Comprehensive Financial Solutions, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Travis Olszewski is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wealthvest, The Leaders Group Inc, and LPL Financial. Outside of his advisory work, he is a member of the Lewes Chamber of Commerce and Rotary International. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Robert Gildea III is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages an advisory business through MNC Management Group LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Gabriela Arias Esquiu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Bank and Citizens Bank, among other financial institutions. In addition to her advisory role, she is a notary public in Millsboro, Delaware. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by extensive research and diversified investment strategies.

Conor Williams is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Pacer Financial Inc and Pacer ETFS. Outside of his advisory work, he has been involved in entrepreneurial activities with Gidget's Gadgets since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Christopher Perrin is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. His prior work includes roles at Equitable Advisors and Karr Barth Associates. He has also been involved with Turning Point USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bryan Hendricks is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 credential and has worked previously at Morgan Stanley Dw Inc. and Merrill. He is based in Lewes, Delaware. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Tezak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for six years at Upstream Rehabilitation and three years at Clarkson University. Outside of his advisory role, he provides outpatient physical therapy services on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Anne Johns is a financial advisor with Thrivent Investment Management in Milton, DE, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under separate but consolidated billing arrangements.

Andrew Casertano is a financial professional at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Life Insurance and New York Life Insurance. Casertano is also an author of a book titled "The Game of Wealth." Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform that allows advisors to customize investment strategies across various program structures and custodial relationships.

Janet Maher is a CFP® professional with 19 years of experience in financial advising. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than 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, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Jennifer Harpel is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Harpel serves as a board member and interim treasurer for CAMP Rehoboth, a community organization in Rehoboth Beach, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and approved planning tools, with asset management of approximately $2.74 trillion reported.

Christopher Johnstone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his Bachelor's Degree from St John's University.