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.

Martha Busser is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Wells Fargo Advisors for 15 years before joining Janney in 2024. Janney Montgomery Scott LLC is a 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 with a range of brokerage, financial planning, and advisory services.

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.

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.

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.

Anthony Unger is a Series 65-credentialed advisor with LPL Financial, based in Rehoboth Beach, Delaware, and has been in the industry since 2025. Prior to joining LPL Financial, he held roles at Integrity Financial Group and has a background spanning several decades in the orthopedic field, including positions at Washington Orthopedics and related institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Gabriela Arias Esquiu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Wells Fargo Bank and Citizens Bank, among other institutions. She also serves as a notary public in Millsboro, Delaware. Wells Fargo Advisors is a national securities firm providing 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.

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.

Robert Sek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.