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.

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 who holds Series 63 and Series 66 designations and has 10 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Franklin Mint Federal Credit Union. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by advisor-facing technology.

Elizabeth Kwoka is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. She has 17 years of industry experience, including prior roles at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Outside of financial advising, she owns accounting and bookkeeping service businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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®-credentialed financial advisor at Wells Fargo Advisors with 38 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning areas such as retirement, education, business-owner transition, and special-needs analysis.

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.