Mark Slapcinsky is a financial advisor with Ameriprise in Middletown, DE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Marc Driggs is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Maureen Dunning is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 28 years, followed by roles at Pruco Securities and The Prudential Insurance Company of America. Outside of her advisory work, she is a partner in Crooked Hammock Brewery, a restaurant in Lewes, Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Frank Leslie is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and Ameriprise. Leslie is the sole owner of FPL Finance, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Sharmila Padmalingam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and is also associated with a family practice since 2007. Wells Fargo Advisors is a large national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute and third-party sources to deliver diversified portfolio solutions and offers a broad range of brokerage and advisory products.

Kenneth Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Jones serves as an officer on the board of Blue Hen Veterans and Friends, Inc., a nonprofit focused on military support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Julian Heenan is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at several firms including Cetera Wealth Services, Diamond State Financial Group, and Minnesota Life Insurance Company. Outside of financial advisory, he has experience working with Apollo Pools and Spas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with customizable investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Giovanni Diomede is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior positions include roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. He also has experience at Wilmington University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Lori Rutkowski is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of advisory work, she provides notary services in Delaware. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with various managed account options and third-party manager selections.

Mark Mesco is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, with prior roles at Accurant Biotech and Mass Mutual Life Insurance Company. 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, using collaborative, software-assisted approaches to develop client recommendations.

Gennaro Vuono is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior positions include roles at Bestvest Investments Ltd, where he worked for 12 years, as well as experience at Oppenheimer and Ryan Beck & Co. Vuono also served as an independent insurance agent for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ravi Polu is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera Wealth Services, Diamond State Financial, and Securian Financial Services. He is also involved in insurance sales as an agent and broker through Diamond State Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm operates a multi-manager platform providing access to various investment strategies through discretionary and non-discretionary programs.

Andrew Hunt is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Shelby Tennant is a financial advisor with UBS Financial Services in Greenville, DE, holding a Series 66 designation and six years of industry experience. Tennant has been with UBS since 2017 and previously worked at The Greene Turtle and the University of Delaware Education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Roderick Hausmann is a financial advisor with Primerica Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and also operates Hausmann & Associates LLC, a firm formed for Primerica business purposes. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while utilizing a tiered wrap-fee structure.

Jared Kolinsky is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at The Vanguard Group, Bryn Mawr Trust, and several non-financial businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Zachary Bagdon is a financial advisor at Merrill with 21 years of industry experience, including over 20 years at Merrill. He holds a Series 66 designation. Outside of his advisory role, he is the owner of Bagdon Global Holdings, LLC, a family-run business involved in various activities such as landscaping, sales of exterior structures, custom textiles, crafts, educational programs, and baked goods. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Suzanne Heron is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been part of Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Suzanne worked as a Financial Advisor at Lovett Advisors from 2017 to 2020. Her earlier experience includes positions at Marcus & Millichap as an Associate from 2015 to 2017, and providing advisory services for the Thiry Team at NAI Global from 2012 to 2015. With over a decade of experience, Suzanne has worked closely with clients and their families to grow and protect their wealth. She emphasizes developing a deep understanding of clients' goals and preferences to build strong partnerships based on trust and mutual understanding. Her objective is to collaborate with clients in creating and maintaining financial plans that help them navigate life's transitions with ease and peace of mind. Outside of her professional work, Suzanne has interests in outdoor adventures, reading, running, traveling, and volunteering.

Brooke Le Brun is a financial advisor with Merrill in Wilmington, DE, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of her advisory role, she is a published author of poetry writing under the pen name B.L. Matthews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Leanne Evans is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James in various capacities since 2016. Outside of her advisory role, she serves as a Finance and Investment Committee member for the Girl Scouts of Eastern Pennsylvania. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.