Aaron Leonard is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, Leonard serves as an adjunct professor at Wilmington College for a portion of the year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Lawrence Griest is a financial advisor with LPL Financial in Kennett Square, PA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Vincent Abio is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He also maintains a dual role with S&T Financial Services. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide customized recommendation reports through a centralized consulting team.

Andre Duffie is a CFP® with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005 and currently works in Thornton, PA. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Evan Dupuis is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked at Christian Camps of Pittsburgh Inc. for seven years and attended High Point University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Rebekah Allen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and currently operates under the Diehl Financial Group name for certain sales activities. In addition to her advisory work, she is involved in selling loan products through Primerica Mortgage and refers clients to home security and automation services via Primerica Client Services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Robert Budakian is a CFA® charterholder with 32 years of industry experience and has been with Stifel since 2015. He holds Series 63 and Series 65 licenses and is based in Greenville, Delaware. Outside of his advisory role, he serves as a board member for KAU Little League, contributing to youth sports in his local community. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide clients with capital market and asset allocation guidance.

Arta Vitolo is a CFP® professional with 39 years of industry experience, currently with Wells Fargo Advisors since 2024 and previously with Wells Fargo Clearing from 2016 to 2024. Based in Greenville, DE, Vitolo holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm’s broad planning menu includes specialized services such as business‑owner transition planning and special‑needs analysis, with tailored recommendations supported by Wells Fargo’s research and tools.

Steven Lucas is a CFP® professional with 20 years of industry experience, currently affiliated with Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with SL Rentals LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Butler is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1997 and has operated Butler Financial, Ltd since 2004. Butler serves on the finance and investment committee of his church and is the author of the book *Financial Stability For Life*. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large advisor network.

Patrick Morocco is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Covenant Wealth Strategies and multiple positions at Liberty University. Patrick has also worked in non-financial roles, including at Cinnabon and a golf club. 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, supported by advanced research tools and a broad non-advisory financial services network.

Arlene Wilson is a financial advisor at Ameriprise with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves on the Board of Directors for the Jewish Federation of Delaware. Ameriprise is a large institutional firm that offers advisory, brokerage, and insurance services, including a retirement-income planning service designed for clients with significant investable assets. The firm employs a centralized consulting team to produce customized, tax-efficient retirement income recommendations, incorporating algorithmic tools and research to support client planning.

Robert Tuschinski Jr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 25 years at Metlife Securities Inc. and over a decade with MassMutual and its affiliates. 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 seminars, focusing on collaborative, goal-oriented engagements without discretionary authority over clients’ investments.

Collin Palmeri is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, Palmeri has worked as a bartender for Milburn Orchards, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supported by its capital markets and asset management capabilities.

Max Honig is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. His prior roles include work with Honig Conte Porrino Insurance Agency and Fairfield University’s Office of Conference and Events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Bryan Cheeseman is a CFP®-certified financial advisor with Ameriprise, based in Thornton, PA, and has 24 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of his advisory role, he is involved with the U.S. Naval Academy Alumni Association and Foundation and participates in a Veterans Capital Markets Career Forum to support veterans exploring careers in finance. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Joshua Jenkins is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience and has been with MML Investors Services since 2015. Outside of his advisory role, Jenkins is a managing partner of a short-term vacation rental business and is involved in insurance brokerage services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

James Smith is a Series 66-licensed financial advisor with Morgan Stanley, based in Greenville, DE, with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Andrew Baker is a financial advisor with Cetera and holds the CFP® and ChFC® designations as well as a Series 66 license. He has 14 years of industry experience, including prior roles at Securian Financial Services Inc. and Minnesota Life Insurance Co. Baker is also an author and conducts a side business buying and selling sports trading cards on eBay. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Elise Laskas is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a partner at Big Barn Records, a media production business, and serves on the finance committee of the YWCA in West Chester, providing financial advice. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.