Stephanie Trentowski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. She has 13 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory work, she is a partner in an LLC established to manage payroll for her assistant. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using approved analytical tools.

Mark Cannon is a financial advisor with RBC Capital Markets in Wilmington, DE, holding Series 63 and 65 licenses and 36 years of industry experience. He has worked at City National Bank since 2017 and at RBC Capital Markets since 2010. Cannon serves as a board member for an early childhood care organization and is an advisory board member for a software company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs tailored to clients' risk profiles and investment needs.

Elizabeth Orth is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wilmington Trust Company and Centaur Media, as well as a financial advisory role at Kimberlee M. O. LLC where she meets with clients to review and update investment and insurance solutions. Orth is also co-owner of Family First Legacy LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize investment research, third-party data, and algorithmic tools, operating within a product ecosystem that includes affiliated fund options.

Daniel Levin is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A., Merrill, and operated Handsome Dan's LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients, including municipal and public finance sectors.

Dawn Cote is a financial advisor at Merrill with 32 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Merrill since 2002. Outside of her advisory role, she operates a sole proprietorship called LittleStars, which involves family-held selling on eBay and Poshmark. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Thomas Quay Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of finance, he has pursued acting, auditioning for various roles since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured planning engagements.

Larry Lincoln is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, RBC Capital Markets, and City National Bank. He is also the owner of Rose Financial LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Matthew Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew holds a Bachelor's Degree from St Edward's University and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding what is important to his clients and their families to develop strategies that pursue their financial goals. Outside of his professional work, Matthew enjoys baseball, cooking, golfing, spending time with his family, and traveling. He is also involved in the community through participation in the Belize Lighthouse Ride.

Steven Nieves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp for 11 years. He also engages in tax preparation and accounting services outside his advisory role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Alvini is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at LPL Financial and Avantax, as well as operating his own firm, Alvini & Associates, P.A. He also owns a tax preparation business through Alvini & Associates CPA & Financial Services. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dace Blaskovitz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior roles include over a decade at Cantella & Co., Inc. Outside of his advisory work, he is a fitness instructor and a radio show host. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm uses a range of portfolio management strategies and platforms, providing tailored solutions that include both proprietary and third-party model strategies.

Kevin Krieger is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Joseph Quig is a financial advisor at Edward Jones with 30 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1996. Outside of his advisory role, he is involved in entrepreneurial ventures including Yorklyn Quarryworks LLC and FanU Holdings, LLC, a company developing a social media application for sports. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services through a nationwide network of more than 23,000 advisors.

Paul Vento is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also the owner of a consulting LLC that manages business expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cole Vanderwerf is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2017, following prior work at Massachusetts Mutual Life Insurance Company and MSI Financial Services. Vanderwerf also maintains an outside insurance sales position focused on individual life insurance. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved analytical tools and collaborative annual planning relationships.

Kevin Oneill is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities. Outside of advising, he owns Bittersweet Investors LLC and works as an insurance agent specializing in individual life, health, and group insurance products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented client relationships.

Tracy Ignatieff is a Series 66-registered financial advisor with Edward Jones in Wilmington, DE, and has two years of industry experience. She has been with Edward Jones since 2010. Outside of advising, she occasionally provides offsite catering services for Cafe Riviera. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Benjamin Bauer is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining MassMutual in 2021, he worked with Method Hockey and the Roanoke Rail Yard Dawgs. Outside of his advisory role, Bauer coaches youth hockey for the Team Philadelphia Youth Hockey Club. MassMutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative annual planning engagements.

Benjamin Schoeffler is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His background includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Equitable Advisors, and other firms. Outside of advising, he is involved as a Medicare advisor in a related financial services business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Jonathan Jaraiedi is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017 and MetLife Securities from 2015 to 2017. In addition to his advisory role, he is also licensed as an insurance agent, providing individual and group life, health, and property/casualty coverage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using collaborative and technology-supported approaches to develop tailored recommendations.