Joseph Bataille is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior experience includes roles at Bankers Life and World Relief Corporation. Outside of his advisory work, he serves as an insurance agent providing a range of Medicare and health insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Susan Damask is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Janney Montgomery Scott and previously worked at Merrill for over a decade. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers a wide range of brokerage, financial planning, and advisory services supported by centralized portfolio management and custody capabilities.

Melanie Kelsall is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds a Series 66 registration and has worked at Janney Montgomery Scott since 2018 in various roles. Outside of her advisory work, she serves as a committee member for Delaware Veterans Inc. Post #2 in Dover, Delaware. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, and combines in-house portfolio management with third-party managers across multiple advisory programs.

James Chernokal is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004. He holds the Series 63 and Series 65 securities licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot using algorithmic risk assessment and third-party strategists to manage diversified portfolios via mutual funds and ETFs.

Amy Gibson is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She joined Janney in 2024 after a 33-year tenure at Merrill. She holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Ronald Miller is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. His prior experience includes positions at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management across multiple advisory programs and offers brokerage, financial planning, consulting, and trustee services.

Oliver Beck is a CFP® and holds the Series 66 designation with 10 years of industry experience. He currently works at Janney Montgomery Scott, where he has been employed since 2019. His prior experience includes roles at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Orlando Ferrer is a CFP® certificant and holds a Series 63 license, currently serving as a financial advisor at Savant Wealth Management. He has one year of industry experience and previously worked at Northern Trust for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with active management strategies, supported by a large team and affiliated accounting, legal, and trust services.

Granville Trey Hastings is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 26 years of industry experience. He has worked at Janney Montgomery Scott since 2019, following previous roles at Bank of America and Merrill. Outside of his advisory work, he has a small-scale non-investment-related landlord activity in Lewes, Delaware. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Megan Dupre Keating is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Keating serves on the Board of Governors for Waynesborough Country Club in Paoli, PA, contributing to the club’s strategic direction and policy development. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Edward Deverell is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with SPC and Sigma Financial, having previously worked at Park Avenue Securities, Guardian Life Insurance, and ProEquities. Outside of his advisory work, he operates Edward Deverell Photography, focusing on portrait and wedding photography. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment solutions.

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 experience in the financial services industry. He currently works at LPL Financial and previously spent 18 years at PNC and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolio options.

Gina Katrinak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining LPL in 2025, she spent a decade at Cetera and has been associated with Utilities Employees Credit Union since 2008, working as a Wealth Management Coordinator. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Richard Solloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has operated Solloway Investment Group LLC since 2012. Outside of his advisory work, he owns Solloway Tax Services LLC, providing tax preparation and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs, including specialized offerings for municipal clients and employer retirement plans.

Mark Mensack is a financial advisor with OSAIC holding Series 65 and Series 63 licenses and 31 years of industry experience. His prior work includes roles at Securities America Advisors, SSN Advisory, and FSC Securities. Outside of his advisory work, he serves as Chief Ethics Officer at Prudent Champion, Inc., providing fiduciary consulting and education to foundations, endowments, and retirement plans. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with a range of investment types on both discretionary and non-discretionary bases.

Erin Winner is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Element Wealth Planning and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.