Stephen Hyde is a CFP®-credentialed financial advisor with 36 years of industry experience. He has been with Hfm Investment Advisors, Inc. since 1993 and previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of advisory work, he serves as a board member and trainer for the Catholic Leadership Institute and is a board member at St. Marks High School. Hfm Investment Advisors serves individuals, including high-net-worth clients, and institutional fiduciary clients by providing discretionary investment management and comprehensive financial planning. The firm employs fundamental security analysis and an asset-allocation approach focused on diversification, tax efficiency, and aligning strategies with clients’ goals and time horizons.

Eric Pressler is a financial advisor at N1 Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at M Holdings Securities, Inc. from 2004 to 2023. Pressler has been with N1 Advisors since 2003, contributing to the firm’s team of four advisors. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates from five offices, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products on a discretionary basis.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

Brent Bonstingl is a financial advisor with Delaware Wealth Planners in Wilmington, DE, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at Delaware Avenue Wealth Planners, LLC since 2013 and at Penn Investment Advisors, Inc. from 2014 to 2021. In addition to his advisory role, he 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, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical approaches and a broad investment menu, including third-party sub-advised strategies, and may act as a fiduciary for retirement plans.

Robert Rodriguez Maldonado is a financial advisor at N1 Advisors with a Series 65 designation and one year of industry experience. His previous roles include positions at Bryn Mawr Trust, Goldey-Beacom College, and Christiana Care Hospital. N1 Advisors serves individuals, high net worth clients, retirement plans, and trusts by providing portfolio management, financial planning, and pension consulting. The firm develops tailored Client Profiles and Investment Objective Confirmations to guide its discretionary investment management, primarily utilizing mutual funds, ETFs, and fixed income products.

Patrick Rogan is a CFP® professional with 15 years of industry experience, currently serving at Black Arrow Capital LLC. His prior roles include positions at Fidelity Brokerage Services and Capital One Investment Services, as well as academic involvement at Villanova University. Black Arrow Capital LLC provides investment management and financial planning to individuals, high net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active manager selection and offers services ranging from wealth management to retirement plan consulting.

Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.

Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.

Timothy Humphreys is a CFP® with 14 years of industry experience, currently advising at Delaware Wealth Planners in Wilmington, DE. His prior work includes roles at Eagleview Advisors and Delaware Avenue Wealth Planners, alongside entrepreneurial ventures such as owning and advising multiple businesses including a business consulting firm and several service companies. Delaware Wealth Planners serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs multiple analytical investment approaches and a broad range of strategies, including the use of third-party sub-advisors and alternative investment vehicles.

Richard Jakotowicz Jr. is a CFP® and CFA® with 13 years of industry experience. He has been with Benchmark Financial, LLC since 2018 and previously worked at Tfg Wealth Management, LLC and TIAA-CREF. He also teaches at the University of Delaware, where he serves as director of the Lerner College Trading Center and integrates the center into the business school curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach focuses on passive portfolio construction using index funds, ETFs, and fixed income instruments, tailored to clients’ goals, risk tolerance, and tax considerations.

Connor Matheny is a CFP® with three years of industry experience and currently serves as a financial advisor at Rockford Financial Planning in Wilmington, DE. He has worked exclusively with Rockford Financial Planning since 2021, with prior experience outside the financial sector. Rockford Financial Planning serves individual clients, including high-net-worth households, and provides consulting to employer retirement plans. The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, managing accounts on a discretionary basis through a wrap fee program that combines advisory, trading, and custodial services into a single billing arrangement.

Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 11 years of industry experience. He holds a Series 65 designation and has been with O'Brien Greene & Co Inc since 2012. O’Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a long-term buy-and-hold investment approach, constructing diversified equity portfolios typically consisting of about 25 individual stocks with historically low turnover, while also managing fixed income and utilizing ETFs, REITs, and high-yield bonds to meet client needs.

Mark Obrien is a financial advisor at O'Brien Greene & Co Inc with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with O'Brien Greene & Co. since 1987. O'Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with diversified sector exposure and low turnover.

John Abood is a CFP® professional with over 31 years of industry experience, currently serving as an advisor at Investment Management & Planning LLC since 2006. He has also been associated with LPL Financial since 2003 and held positions at Financial House, Inc. and Independent Advisers Group Corp earlier in his career. Abood Financial, Inc., an entity related to his work, is involved in both investment and non-investment activities. Investment Management & Planning LLC provides advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs customized portfolios using a range of investment vehicles, offers multiple program options including discretionary model portfolios, and integrates insurance and commissionable products alongside fee-based advisory services.

Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

Kevin Manning is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Stone Pine Financial Partners since 2013. Outside of his advisory role, Manning is active as a licensed insurance agent and consultant, selling a range of life, health, disability, annuities, and long-term care insurance products. Stone Pine Financial Partners serves individuals near retirement or recently retired, as well as select trusts and estates, providing comprehensive wealth management that includes portfolio management and financial planning. The firm uses a strategic, passive-oriented investment approach focused on global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting.

Myriah Lipke is a CFP® professional with eight years at Stone Pine Financial Partners and a total of five years in the financial industry. Prior to joining Stone Pine, she worked at Temple University for 12 years. Stone Pine Financial Partners primarily serves individuals near retirement or recently retired, along with select trusts and estates, offering comprehensive wealth management through strategic, passive-oriented portfolio management combined with financial planning. The firm emphasizes global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting within a small, four-advisor team managing over $250 million in assets.

Angela Bean is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Chartered Advisory Group since 2011 and previously at Securities America Inc. from 2006 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis with strategies ranging from long-term purchases to short-term trading, primarily focused on ETFs and mutual funds, and manages accounts according to each client’s financial situation and risk tolerance.

Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

Abigail Schmid is a CFP® professional with two years of industry experience, currently serving at Stone Pine Financial Partners. Prior to joining Stone Pine, she worked at Waypoint Financial, LLC, and has experience in healthcare and academic settings at Penn Medicine and Temple University. Stone Pine Financial Partners serves primarily individuals near retirement or recently retired, as well as select trusts and estates, offering comprehensive wealth management focused on retirement projections, distribution strategies, and cash flow analysis. The firm employs a strategic, passive-oriented investment approach with global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting, managing client portfolios on a discretionary basis.