David Grabowski Jr. is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at MassMutual Life Insurance Co and has experience in various positions since 2015, including work outside the financial industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved tools and offers a range of specialized planning programs.

Nicholas Calabrese is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Equitable Advisors and AXA Advisors. Prior to his financial career, he was employed by the Philadelphia Phillies and spent four years at St. John Fisher College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of model portfolios, advisory roles to registered investment companies, and incorporation of AI and systematic methodologies in its investment approach.

Mason Abate is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance since 2020. Outside of his advisory role, he is a part-time baseball instructor at All Star Baseball Academy, where he works with youth on skill development. MML Investors Services, LLC 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 software to analyze client goals and deliver written recommendations.

Thyrick Pitts Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. His background includes roles with the New England Patriots and Chicago Bears, as well as collegiate experience at the University of Delaware. He serves on the Board of Directors for the Philadelphia Chapter of the NFL Players Association and is Treasurer of the national NFL Players Association. Additionally, he is involved with Life Skills U, an educational financial literacy platform aimed at teaching life skills to young adults. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Albert Corrato is a CFP®, ChFC®, and Series 63 registered financial advisor with MassMutual Investors Services, where he has worked since 2017. He has 26 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He serves as a board member of Hillcrest Memorial Park, a nonprofit cemetery association, and holds a director and treasurer position on the board of the Better Business Bureau for Eastern Pennsylvania and Washington, DC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services along with educational seminars.

Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Don Dewees is a financial advisor with Wells Fargo Advisors in Greenville, Delaware, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes eight years with Wells Fargo Clearing before joining Wells Fargo Advisors. He serves as treasurer for the Edgar A. Thronson Foundation and is a member of the investment committee for the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options supported by Wells Fargo research and tools, with implementation through brokerage or advisory programs as optional.

Jill Angstadt Truesdell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has built her career focusing on providing personalized wealth management and investment strategies to high-net-worth individuals and their families. Jill's work encompasses retirement planning, estate services, tax planning, and organizing clients' financial lives. Since joining Merrill Lynch in 1993, she has been committed to understanding each client's unique needs and goals through various financial stages of life. She was a founding member of The HART Group in 2005, which has grown into one of Delaware's largest financial advisory practices. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. She graduated from the University of Delaware with a Bachelor of Science degree in Accounting. Jill lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise, based in Newark, Delaware, and has two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. She is also an independent Medicare insurance contractor. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Steven Kranzley is a financial advisor at Ameriprise in West Grove, PA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns a retail business called Kranzley Group and participates in a residential solar referral program. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Danielle De Vard is a financial advisor with Merrill in Folsom, PA, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work history includes positions at Bank of America, Stephanie Reiata State Farm LLC, and LPL Enterprise. Outside of her advisory role, she is the owner of Modern Now Innovations LLC, which licenses a patent for an adjustable needle designed to tailor clothing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal Chief Investment Office teams and third-party managers.

Talene Brinker is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2018. She has two years of industry experience and previously worked at Brookside Bagels & More and Neumann University. Her activities include serving as a notary through her firm, Brinker Financial. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Gibler is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.

Kevin Brandt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and institutional relationships.

Eric Donato is a financial advisor at J.P. Morgan Securities in Newark, Delaware, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Envestnet, Massachusetts Mutual Life Insurance Co., and CREATIVE Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.

Miles Nissly is a financial advisor with LPL Financial in Wilmington, DE, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Covenant Wealth Strategies, Liberty University, Ameriprise Financial, and Hudson Ford. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies and advisor support tools.

Bradley Foy is a CFP® with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held positions at several firms, including Bassett, Dawson & Foy Inc. and Life Brokerage LLC. In addition to his advisory role, he is an advisory board member of Fancaster Inc., where he provides periodic strategic advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a broad network of advisors and unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Steven Kaplan is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he is involved with MindShift Consulting LLC, a consulting business he owns. 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 financial planning and asset management services using firm-approved tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Charles White is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2024. Outside of advising, he has managed a field lining and painting services business for eight years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.