Angela Derle is a Series 66-licensed financial advisor with Ameriprise in Wilmington, DE, with 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. 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 sources and tax-aware withdrawal strategies.

Robert Bennett is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes 13 years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adriane Russo is a financial advisor with Merrill, holding a Series 66 designation and over 20 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is the sole owner of a rental property business in Wilmington, Delaware. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ronald Scheff is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved with Limestone Partners LLC, a property management business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Albert Minutola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Cetera and Cetera Wealth Services, LLC, and has operated his own financial services and tax preparation business since 1989. Outside of advisory work, he serves as a board member for a homeowners association and sells fixed insurance products including life, health, disability, and long-term care insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, while also offering financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Winfred Nemlin is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop personalized financial strategies that address both their short-term goals and long-term objectives. Prior to his current position, Winfred served as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. He also has experience as a Retirement Specialist at Vanguard Brokerage Services from 2021 to 2022. Throughout his career, Winfred has focused on building strong, meaningful connections with clients and their families, emphasizing tailored financial planning and client collaboration. Outside of his professional work, he has interests in biking, cars, fitness, soccer, traveling, and volunteering.

Allison Oberembt is a CFP® professional with four years of industry experience, currently affiliated with Cetera. Her work history includes roles at Diamond State Financial Group and Securian Financial Services Inc. Outside of advisory activities, she has experience in the food service industry, having worked at Piree's Piri Piri Grill. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Alexandra Del Collo is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. She has worked with several firms including Diamond State Financial Group and Minnesota Life Insurance Company. Outside of her advisory work, she is the owner of a health coaching business and operates a seasonal produce stand, Fresh 2 U. Additionally, she serves as the board president of a nonprofit focused on youth and family wellbeing in Salem County, New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Paul DiCostanzo is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Representative at Vanguard from 2000 to 2006. With over 25 years of experience in wealth planning, Paul specializes in working closely with high net worth families. He provides personalized assistance to help navigate complex financial decisions tailored to their specific situations.

Scott Becker is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He has worked at Cetera Investment Advisers and Cetera Wealth Services since 2024. Outside of his advisory role, Becker is also a sports performance coach at St. Luke's, where he trains athletes primarily at the high school level. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Jeffrey De Prisco is a financial advisor with Ameriprise, holding a Series 66 credential and over 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves on the Board of Directors for the Salvation Army in Wilmington, DE, and is president of JDT Together Incorporated, overseeing its daily operations. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jack Snavely is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Vista Wealth Solutions and Diamond State Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies while employing algorithmic methods and formal governance procedures.

Paul Giannoukos is a financial advisor with Edward Jones in Wilmington, DE, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience working with the State of Delaware and the Kent Conservation District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Henry Tobey II is a financial advisor with J.P. Morgan Securities in Newark, Delaware, holding a Series 66 designation and 20 years of industry experience. He has been with JPMorgan Securities since 2008, after a brief tenure at Morgan Stanley in 2005-2006. Outside of his advisory role, he is an amateur musician performing with local artists. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated investment-management entities.

Christopher Zellman is a CFP® with 25 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, CSC, and TFS Securities. Zellman also maintains a CPA tax preparation and accounting practice. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Duncan is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Ameriprise Financial Services in various capacities since 2009 and is currently based in Wilmington, DE. Outside of his advisory role, he owns and helps manage Slim's LLC, a sports complex, and serves as founder and president of the Slims Chance Foundation; he is also involved with Youth Sports Tournaments and Life Skills U, an educational organization focused on general life skills and financial literacy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates investment research and third-party data to deliver personalized recommendations, primarily for clients meeting specific asset criteria.

Frederick Dawson is a financial advisor with Raymond James Financial in Wilmington, DE, holding a ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with firms including Bassett, Dawson & Foy, Inc. In addition to his advisory role, he is president of Club Phred LLC, a music-related business, and serves as treasurer and board member for the Grand Opera House. He is also active with the Newark Morning Rotary Club, where he has served as a board member and past president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supports institutional consulting and portfolio management, and has specialized capabilities in municipal and public finance.

Kyleel Roberson Cosby is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Outside of his advisory role, he owns and operates Maarden, an apparel company focused on clothing design and online retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by the Bank of America group.

Brennan Thompson is a CFP® and holds a Series 66 designation, currently affiliated with Raymond James & Associates in Greenville, DE. He has eight years of industry experience, all at Raymond James since 2018, following a ten-year period outside the industry. 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, investment consulting, and specialized advisory services with a range of portfolio management styles and affiliated research.

Anthony Papa is a financial advisor at Wells Fargo Advisors with credentials including Series 63 and Series 65. He has been in the industry since 2022, with prior experience at Wilmington Savings Fund Society Bank and a decade-long involvement with Vicmead Hunt Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.