Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Ryan Flurie is a CFP® with 15 years of industry experience. He is currently with Beam Wealth Advisors, Inc. and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial, LLC, and The Vanguard Group, Inc. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. Jaime is based in Wilmington, Delaware. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, primarily using ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Affinity since 1985, transitioning to the current firm structure in 2018. Affinity Wealth Management LLC is a registered wealth management firm overseeing approximately $872.5 million in discretionary assets for over 600 clients. The firm utilizes a primarily long-term, customized investment approach incorporating fundamental, technical, cyclical, and charting analyses across various asset classes, and provides services including portfolio management, financial planning, and retirement plan advisory.

Abigail Mccloskey is a CFP® with seven years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. Prior to joining Affinity, she worked at Pike Creek Financial Group and Entirety Insurance, LLC. She is also registered as an independent insurance agent. Affinity Wealth Management LLC is a SEC-registered firm managing approximately $872.5 million in discretionary assets for about 639 clients through an 11-advisor team. The firm offers comprehensive wealth management services with a primarily long-term, customized investment approach and maintains a common-control relationship with an affiliated accounting and tax services firm.

Brian Carney is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently a partner at Riversedge Advisors and RiversEdge Business Solutions, with prior roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he is involved in a public accounting firm affiliated with RiversEdge and owns an independent insurance agency. RiversEdge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a modern portfolio theory approach with primarily ETF-based strategic allocations, complemented by third-party manager recommendations and integrated technology platforms.

Marisa Facciolo is a Series 66-licensed financial advisor with five years of industry experience, currently with RiversEdge Advisors. She previously worked at Truist Investment Services, Hawthorn/PNC Family Watch, and BNY Mellon. Outside of her advisory role, she owns Present Best with Marisa, a business focused on coaching and mentoring women in career and personal development. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory, primarily utilizing ETFs and integrated wealth management tailored to clients' goals and risk tolerances.

Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at RiversEdge Advisors since 2020. Prior to that, she was employed at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach relies on modern portfolio theory, employing strategic asset allocations primarily with ETFs, along with rebalancing and selective shorter-term trades.

Ashley Howard is a Series 65 credentialed advisor with Diversified, LLC in Wilmington, DE, bringing one year of industry experience. Prior to joining Diversified, LLC in 2024, Howard worked at Information to Imaging Technologies from 2013 to 2017. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing asset management and utilizes both third-party managers and automated platforms to tailor portfolios.

Ravi Dattani is a CFP® with five years of industry experience and is currently a managing member at AssetBook, LLC, a software company that provides portfolio accounting solutions to investment advisors. He has been affiliated with Schiavi + Dattani since 1998. Clariti Wealth Advisors is a registered investment adviser serving individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios across multiple asset classes and a mix of active and passive strategies, with an emphasis on manager selection and ongoing monitoring.

Stephen Crifasi is a CFP® professional with 4 years of industry experience. He is currently with Westover Capital Advisors, LLC and previously worked at Glenmede Trust Company and Wilmington Trust Company. Westover Capital Advisors is a team-based SEC-registered investment adviser serving individual investors, foundations, pension, and charitable organizations. The firm combines fundamental and quantitative research with technical analysis, employing both long-term and tactical strategies, and coordinates with third-party professionals on tax, estate, and legacy planning.

Max Berger is a CFP® with eight years of industry experience, currently serving as an advisor at Diversified, LLC in Wilmington, DE. He previously worked at SEI Investment Management Corp for five years before joining Diversified in 2021. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process followed by ongoing reviews and offers tailored portfolio strategies through a combination of third-party managers, automated rebalancing, and manual oversight.

Kay Kidwell is a CFP® professional at RiversEdge Advisors with 18 years of industry experience. Prior to joining RiversEdge Advisors, Kidwell worked at Fidelity Investments and The Haverford Trust Company. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily utilizes ETFs, rebalancing, and independent managers, supported by technology platforms and custodial relationships.

Tristan Pantano is a financial advisor at Affinity Wealth Management LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services and Protiviti Inc. Outside of his advisory role, he works as a server and bartender at a local bar and restaurant in Wilmington, Delaware. Affinity Wealth Management LLC is a SEC-registered wealth management firm managing approximately $872.5 million in discretionary assets for about 639 clients through an 11-advisor team. The firm offers comprehensive portfolio management and financial planning services using a primarily long-term, customized investment approach that incorporates fundamental, technical, cyclical, and charting analysis.

Harold Sawyer III is a CFA® charterholder with 17 years of industry experience. He has been with Westover Capital Advisors, LLC since 2008. Outside of his advisory role, he is a part owner of Registered Agents, Ltd and American Incorporator, Ltd, which provide incorporation and corporate filing services. Westover Capital Advisors manages approximately $568.6 million for around 220 clients, including individual investors, pension plans, and charitable organizations. The firm offers discretionary investment management, wealth advisory, and various financial services, utilizing fundamental and technical analysis alongside strategic asset allocation.

Cheryl Starr is a Certified Financial Planner® with nine years of industry experience. She is currently with Affinity Wealth Management LLC, where she has worked since 2018, following her tenure at Raymond James Financial Services from 2016 to 2018. Affinity Wealth Management LLC is an SEC-registered firm managing approximately $872.5 million in discretionary assets for a diverse client base. The firm offers comprehensive financial planning, portfolio management, and retirement plan advisory services, employing a primarily long-term, customized investment approach and maintaining a unique affiliation with an accounting and tax services firm.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.