Regina Chavez is a Series 66-credentialed financial professional with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Infinity Welding, FOODMATE, and Mountaire Farms. Chavez is involved with CFS Retirement Solutions and Comprehensive Financial Solutions, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Travis Olszewski is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wealthvest, The Leaders Group Inc, and LPL Financial. Outside of his advisory work, he is a member of the Lewes Chamber of Commerce and Rotary International. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Robert Gildea III is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages an advisory business through MNC Management Group LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Anthony Unger is a Series 65-credentialed financial advisor with LPL Financial and Integrity Financial Group, beginning his advisory career in 2025. Prior to entering the financial sector, he spent over 35 years in orthopedic-related roles, including positions at Washington Orthopedics and aligned orthopedic partners. He also held a role at the Washington Orthopedic Research Institute. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and a broad range of advisory and non-advisory financial services.

Philip Zimmerman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He brings over 30 years of experience in working with C-Suite executives, entrepreneurs, professionals, and retirement plan sponsors. Phil focuses on developing and implementing personalized financial strategies that address areas such as retirement planning, tax-efficient inter-generational wealth transfer, managing stock options and restricted shares, and maximizing tax deferral. Additionally, he assists retirement plan sponsors in optimizing plan design, offering fiduciary support, and promoting financial wellness and retirement readiness for participants. Phil holds a Bachelor of Science degree in Finance from New York University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional responsibilities, Phil has contributed to the community as a platelet donor for the American Red Cross and has volunteered with Bunker Labs as a former City Community Leader. He has also served on the board of the Delaware County Estate Planning Council. Phil enjoys cooking, golfing, music, reading, and spending time with his family.

Gabriela Arias Esquiu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Bank and Citizens Bank, among other financial institutions. In addition to her advisory role, she is a notary public in Millsboro, Delaware. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by extensive research and diversified investment strategies.

Barry Euzent is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and has been associated with Monumental Life since 1987. In addition to his advisory work, he operates as an independent insurance agent focusing on life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm combines proprietary and third-party strategies across multiple platforms and offers both discretionary and non-discretionary investment management tailored to client goals.

Conor Williams is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Pacer Financial Inc and Pacer ETFS. Outside of his advisory work, he has been involved in entrepreneurial activities with Gidget's Gadgets since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Christopher Thompson is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Thompson is involved in several land and real estate holdings and development ventures in Rehoboth Beach, Delaware. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Perrin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Turning Point USA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Ryan Tezak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for six years at Upstream Rehabilitation and three years at Clarkson University. Outside of his advisory role, he provides outpatient physical therapy services on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a large nationwide network of financial advisors and branch offices.

Theodora Braver is a financial advisor at Stifel with 43 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide analysis and guidance for asset allocation and financial planning.

Janet Maher is a CFP® professional with 19 years of experience in financial advising. She has been with Edward Jones since 1999. 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 strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Jennifer Harpel is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Harpel serves as a board member and interim treasurer for CAMP Rehoboth, a community organization in Rehoboth Beach, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and approved planning tools, with asset management of approximately $2.74 trillion reported.

Christopher Johnstone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his Bachelor's Degree from St John's University.

Albert Antlitz is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his advisory role, he was involved with the Dorchester County Soil Conservation District and has experience in outside business brokerage. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party asset managers.

Katherine Armstrong is a CFP® professional with 24 years of industry experience. She has worked at Lincoln Financial Advisors Corp for 21 years and currently serves as a financial advisor at OSAIC. Armstrong is also affiliated with Johns Hopkins University since 1992. In addition to her advisory role, she offers accident, health, disability, and fixed insurance products to clients. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm employs various asset-allocation tools and offers access to multiple advisory platforms, including third-party money managers and managed-account solutions.

Cathy Davies Harmon is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2001, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling to support its advisory services.

Richard Schwamb is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2015, following 14 years at Merrill. Outside of his advisory role, he serves on a Government Affairs Committee. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning supported by firm-approved tools and a broad range of investment programs.

Jessica Cox is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and is also employed by Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.