Deion Whittington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at J.P. Morgan Securities LLC, Morgan Stanley, and Bank of America. Outside of his advisory roles, he is involved with entrepreneurial ventures including Road Warrior Enterprise and Benton Block Recordz LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

David Correale Jr. is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Ameriprise from 2011 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shallon Febres is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Hardik Shah is a financial professional with 23 years of industry experience. He currently works at Cetera and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, he spent two decades with Minnesota Life and Securian Financial Services. Shah is also an author. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and managerial options.

A Norkiewicz is a CFP®-credentialed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at The Investment Center, Inc., Lancaster Financial Group LLC, Cadaret, Grant & Co., Inc., and Mony Securities Corporation. He is also involved with IC Insurance Services, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Perny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with entrepreneurs, business owners, executives, and ultra affluent families, helping them simplify complex financial needs through customized strategies. Matt leverages his fiduciary, investment, and trust experience to serve as a chief financial advocate for his clients, coordinating their objectives with accountants, attorneys, and family offices while navigating the resources of Merrill and Bank of America. Prior to joining Merrill, Matt was President and Chief Fiduciary Officer of Stifel Trust Company Delaware, N.A., where he led the national trust company and oversaw trust, investment management, and custody accounts. He began his financial services career in 2002 with Wilmington Trust Company as a Private Client Advisor. His areas of expertise include family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits. Matt holds a Bachelor of Science degree in Biology from Davidson College and a Juris Doctor degree from the Delaware School of Law at Widener University. He has earned the Personal Investment Advisor (PIA) designation. Matt is a member of the Delaware Estate Planning Council. He resides in northern Delaware with his wife and three sons. In his free time, he enjoys hiking, biking, cooking, fishing, golfing, running, surfing, and spending time with his family.

Mary Reopell is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Maria Henderson is a financial advisor with Cetera, holding a Series 63 designation and bringing 18 years of industry experience. She has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and has operated her own CPA practice since 1988. Henderson serves as a board member of the Pennsylvania Society of Tax and Accounting Professionals and maintains an active role in tax and accounting organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with various program options and custodial relationships.

John Messersmith is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2025, following ten years at Next Financial Group Inc. He has operated Messersmith & Associates since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.

Christopher Jackson is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also operates independently through several entities, including Jackson & Associates LLC, where he provides tax and accounting services as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to use affiliated and third-party investment strategies across various program structures.

Danilo Ercole is an advisor with LPL Financial, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to joining LPL in 2025, he worked at The Vanguard Group for two years and held various roles including self-employment and positions outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive research resources and a broad platform including strategic allocations, direct indexing, and institutional programs.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Albert Danish is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2008 and previously spent three years at 1717 Capital Management Company. Outside of his advisory role, he is involved with several investment-related activities, including work with insurance agencies such as Golden Years Consultants and Acrisure LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services and supports its network of advisors with various investment strategies and technology tools.

Randal Eveland is a financial advisor with LPL Financial in Wilmington, DE, holding the CFP® designation and Series 63 license. He has 16 years of industry experience, including 13 years with LPL Financial. Eveland operates a DBA called Covenant Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies across multiple account types.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at M&T Securities Inc. and Citizens Securities, Inc., with tenures of five and thirteen years, respectively. Rossini is based in Glen Mills, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Filer Jr. is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Merrill, Banc of America Investment Services, Ifmg Securities, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors and utilizes various investment strategies supported by advanced operational and research tools.

John Presta Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 credential and has 31 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. In addition to his advisory role, Presta is an insurance agent and owns an LLC that provides financial advisory services. MML Investors Services, LLC operates as a subsidiary of MassMutual and offers ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, focusing on investment categories and strategies without discretionary authority.

William Bradley is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Chase Bank and Bank of America, including Merrill, over the course of his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Pamela Whalen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Merrill and Bank of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Gerald Gray is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and two years of industry experience. He has worked with MassMutual Life Insurance Co and MML Investors Services, LLC since 2022. Outside of his advisory role, Gray operates Cadence Financial Management, LLC, an entity used for business expense and payroll purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, software-supported approaches to deliver written recommendations without investment discretion.