Nathan Smedley is a financial advisor with LPL Financial in Kennett Square, PA, holding a Series 66 credential and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a FINRA arbitrator and is a managing partner involved in ownership of several car wash businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

James Unger is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory work, he is a musician who occasionally performs in a band. Mass Mutual Investors Services is a broker‑dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Keith Digregorio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 45 years of industry experience. He has worked at Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Irina Khaliava is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her career has been with Wells Fargo-affiliated entities since 2012, including roles at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. 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 broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, combining proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Ally Feinman is a financial advisor with RBC Capital Markets in Chadds Ford, PA, holding a Series 66 designation and 12 years of industry experience. She has been with RBC Wealth Management since 2014. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides a range of advisory programs with customized investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Brian Russo is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at RBC Capital Markets Corporation for 15 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Matthew Didomenico is a financial advisor with Raymond James Financial in Wilmington, Delaware, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Century Tax and Financial Services and Raymond James Financial Services Advisors. Outside of advisory work, he manages tax preparation and client meetings as a tax manager at Century Tax and Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced risk profiling and modeling tools and maintains specialized services in municipal and public finance.

Matthew Greco is a financial advisor with Mass Mutual Investors Services based in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as a health and group health insurance agent. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Matthew Cloud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. Outside of financial services, he has been involved with DJ Matty C Entertainment since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Acevedo is a financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Klondike Kates and Chesapeake Inn. Outside of his advisory work, he is involved with Kimberlee M. O. LLC as a financial advisor. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing investment research, third-party data, and algorithmic tools.

James Demars is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his role at Ameriprise, he is co-owner of Point to Point Wealth Planning, an advisory business he manages alongside his primary employment. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver customized, non-discretionary recommendations focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to support its advisory approach.

Michael Saunders is a financial advisor with Mass Mutual Investors Services in Wilmington, Delaware. He holds the Series 63 and Series 66 designations and has 16 years of industry experience. He has worked at MML Investors Services LLC and MassMutual/Greater Philadelphia since 2016. Outside of his financial advisory role, he owns and operates a residential and commercial painting business. 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, asset management, and educational seminars, offering collaborative, annual planning engagements that emphasize investment strategies without discretionary management.

Michael Kilburn is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016. Prior to his financial services career, Kilburn was involved with Harry's Savoy Grill and Ballroom for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

Cathy Jackson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at Avantax Investment Services and Next Financial Group and has been involved with Beacon Financial Group for over 20 years. Jackson serves as a board member and volunteer for charitable organizations focused on financial education and community support. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

Eric Cella is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, and Diamond State Financial Group. Outside of finance, he has worked in the food service industry, including at Homegrown Cafe and Buddy's Burgers, and has been affiliated with the University of Delaware for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and employs firm-approved analytic tools to develop written recommendations.

Frank Dowling is a financial advisor with Primerica Advisors in Wilmington, Delaware, holding Series 65 and Series 63 licenses and with 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998. His other business activities include the sale of investment-related products and home-related services through affiliated companies such as Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers, with custody and trade execution supported by BNY Mellon Advisors and Pershing.

Steven Shimp Jr. is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he co-owns Truecore LLC, a business managing his Ameriprise advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Stephen Swofford is a financial advisor at Fisher Investments with 10 years of industry experience and holds a Series 65 designation. He has been with Fisher Investments since 2012. Outside of his advisory role, he is the owner of a holding company that has no active business operations. Fisher Investments serves a diverse global clientele, including institutional and private clients such as pension plans and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee that integrates quantitative and qualitative research, employing tax-aware and risk management strategies across multiple investment vehicles.

Timothy Grove is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and has recently started his career in the industry. His prior roles include positions at Wilmington Trust, LPL Financial LLC, Wealth Enhancement Group, and Purshe Kaplan Sterling Investments. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as divorce and estate settlement planning.

Maria Merced is a Series 66-licensed financial advisor with Ameriprise, with 19 years of industry experience. She has held roles at Ameriprise Financial Services since 2011, following positions at Piedmont Investment Advisors, Morgan Stanley, and Janney Montgomery Scott. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and tax-aware withdrawal strategies.