John Bennish is a financial advisor with Edward Jones in Ocean Pines, MD, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Infinex Investments, Inc. and Bank of Delmarva. 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, offers a range of advisory programs including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Diana Curran is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked for 15 years at American Portfolios Financial Services. In addition to her advisory role, she provides pension consultations to New York City school teachers. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Glenn Sweeten Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial, having previously worked at Edward Jones for nine years and Morgan Stanley for one year. Glenn is based in Georgetown, Delaware. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Isabella Lindia is a financial advisor at Morgan Stanley in Rehoboth Beach, Delaware, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and previously attended Penn State University. Outside of her financial career, she has experience working in hospitality and retail, including roles at Fins Ale House & Raw Bar and Breakers Surf Shop. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models.

Lance Rogers is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations and is based in Millsboro, DE. Rogers serves as a committee member for the Sussex County (DE) Pension Fund Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment advisory programs and affiliated financial services.

Stephanie Brown is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and 12 years of industry experience. She has worked at Charles Schwab since 2018, following prior roles at CFS, Inc. and Cetera Advisors. Outside of her advisory work, she serves as Treasurer for the Already Amazing Charitable Corporation, a nonprofit supporting income-restricted individuals, seniors, veterans, and healthcare workforce development in Delaware. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by comprehensive research and centralized operational infrastructure.

Caitlin Hess is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she worked at M&T Bank for two years and held management roles in the salon and spa industry for over thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Vogel is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gary Cecchett is a financial advisor with Morgan Stanley in Rehoboth Beach, Delaware, holding a Series 66 credential and 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside his advisory role, he is an owner of several jointly held investment-related businesses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, and it offers diverse services including corporate financial planning agreements.

Michael O'Connor is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gerald Peden Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at Fulton Financial Advisors and Delaware National Bank. He serves on the Finance/Investment Committee for the Indian River School District. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Froilan Brittingham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Citizens Securities Inc. and Citizens Bank from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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 analytics.

David Humes is a financial advisor at Morgan Stanley with over 31 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Humes is involved in a family farming business and holds appointed positions on a Delaware state advisory committee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Marina Townsend is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at M & T Securities and M & T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, using model portfolios, third-party subadvisors, and customized strategies supported by technology tools, and maintains one of the largest networks of financial professionals in the country.

Jerry Booth is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Legg Mason Wood Walker. Outside of his advisory work, he operates a business under the name Booth Investment Group. 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 portfolio programs, third-party asset management, and institutional platforms.

Thomas Lindia III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked in various roles within Morgan Stanley since 2011, including positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client financial plans.

Craig Flury is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, alongside his tenure with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Michael Barnes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services LLC, MassMutual Greater Philadelphia/FFG LLC, and Monastra Financial Group. Outside of his financial career, he serves as a seasonal beach lifeguard for the Town of Bethany Beach. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommending strategies.

Curtis Mckay Jr. is a financial advisor with RBC Capital Markets holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and is also affiliated with City National Bank since 2017. Mckay serves on the board of The Lydia & Dexter Manley Foundation, a nonprofit focused on ending illiteracy in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with various portfolio management and financial planning services.

Kevin Thompson is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. He has five years of industry experience and has worked at Edward Jones since 2020. Prior to joining Edward Jones, Thompson held positions at the Greater Georgetown Chamber of Commerce, Mezcali, Baywood Greens, and Tunnell Companies LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.