Edward Aiken is a financial advisor with Osaic Wealth, Inc. in Wilmington, Delaware, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Osaic since 2024 and concurrently serves on the Next Level Advisory Board and with Diamond State Financial Group and Minnesota Life Insurance Company since 2002. Outside of finance, he works as a sports referee for college, high school, and youth basketball and football. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple managed account solutions. The firm utilizes proprietary tools and third-party platforms to construct diversified portfolios tailored to client needs.

Richard McLaughlin is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. His background includes founding McLaughlin Insurance Agency, where he worked for over three decades. Outside of investment advisory, he has worked as a financial educator and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Kurt Miller is a financial advisor with Wells Fargo Clearing in Newark, DE, holding CFP® and Series 66 credentials and possessing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Dawn Maddox is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of advisory work, she is involved in a construction company that owns rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and firm-supported research.

Michael Schneider is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and 35 years of industry experience. He worked at PNC Investments for 14 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options and advanced operational tools.

Eamon Scanlon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Precision Wealth Partners, North American Benefits Company, and educational positions at Penncrest High School and Springton Lake Middle School. 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, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support investment strategy recommendations.

Richard Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has been involved in the financial services industry since 1997. Richard focuses on clients' goals by offering financial strategies tailored to high net-worth individuals and business owners. He employs a disciplined wealth management process that considers each client's risk tolerance, time horizon, liquidity needs, and overall investment goals to help them pursue their objectives. Richard holds a Bachelor of Science degree in Business Management with a concentration in Finance from Saint Francis University in Loretto, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the CFP Board, Screen Actors Guild, and AFTRA. He is actively involved in the American Heart Association, dedicating time to volunteering and raising awareness about heart disease. Richard resides in Wilmington, Delaware, and has two children, Colin and Abby.

Brayden Patterson is a financial professional at Cetera with one year of industry experience. He holds a Series 66 credential and has also been affiliated with Diamond State Financial Group since 2023. Patterson’s background includes roles outside finance, such as positions at the University of South Carolina and various hospitality establishments. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and provides a range of portfolio management and financial planning options across multiple program structures.

Alison Young Johnson is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver annual, non-discretionary retirement recommendations, supported by a centralized consulting team.

Frank Alteri is a financial advisor with Wells Fargo Clearing in Newark, DE, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

William Lundstrom is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at M&T Securities and twelve years at Wilmington Brokerage Services Company. 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, combining a broad advisory network with various financial services and oversight of over $819 billion in discretionary assets.

Stephen Devlin is a CFP® and ChFC® professional with seven years of industry experience, currently affiliated with Cetera. His work history includes roles at Diamond State Financial Group, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he serves as a board member of his homeowner’s association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors.

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has held roles at The Haverford School and Widener University Delaware School of Law, where she serves as an adjunct professor teaching online courses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm develops customized recommendations using proprietary research and tools, with clients choosing whether and how to implement these through various brokerage or advisory programs.

Andrew Nimmo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Andrew held positions at Merrill Edge, including Vice President and Internal Product Specialist from 2022 to 2023, and Assistant Vice President and Financial Solutions Advisor from 2021 to 2022. His career has focused on providing financial guidance aimed at helping clients achieve their financial goals through trust, transparency, and collaboration. His professional journey reflects a commitment to supporting clients with sound financial advice across various roles in the financial services sector.

Colin Geraffo is a financial advisor at Morgan Stanley with four years of industry experience and holds a Series 66 designation. His work history includes roles at Morgan Stanley Private Bank, Strategic Security, and Marist College. He serves on the Finance Committee for Serviam Girl's Academy, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Ivan McGovern is currently a Branch Leader at Fidelity Investments, where he supports a local team of associates in providing guidance and relationship building within the Wilmington, DE area and its surroundings. He has been in this role since 2025. Prior to becoming a Branch Leader, Ivan held positions at Fidelity Investments including Team Leader from 2022 to 2025, Help Desk in Client Services from 2021 to 2022, and High Net Worth Associate from 2020 to 2021. Details about Ivan's education, credentials, personal interests, or community involvement have not been provided.

Brian Davis is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a range of financial planning and portfolio management offerings.

Gerard Viars is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 39 years. Viars is involved with Collender Griffith Chang and Associates, offering a range of insurance products including health and disability coverage. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and financial planning through a large network of advisers. The firm employs various portfolio construction tools and offers access to third-party money managers and managed-account solutions.

Brittany Baffone is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Milestone Wealth Advisors, Inc. and First State Health and Wellness, as well as a role at Wilmington University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options.

Martin Coyne is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced planning tools, while providing advisory services without individual security recommendations as part of standalone planning.