John Rittenhouse is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is a trustee of Harvest Christian Church and is involved in writing, speaking, and coaching through his faith-based self-help book and related activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory services and maintains a large network of advisors and branch offices nationwide.

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.

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.

Gregory Kearney is a CFP® with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes roles at LPL Financial and Webster Investment Services Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Archibald Mcmichael III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and Lifemark Securities Corp., among others. He is the owner of AW McMichael, a tax planning and consulting business, and serves as Treasurer for the United States Merchant Marine Academy Tri-State Parents Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers across various program structures.

Terry Warrington is a financial advisor with Morgan Stanley in Rehoboth Beach, Delaware, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2008. Outside of his advisory role, he operates an online retail store on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

Melinda Tingle is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Outside of her advisory role, she teaches a college finance course on investments, serves as a board member of the Laurel Redevelopment Corporation, acts as president of the Good Samaritan Aid Organization, and is an advisory board member for the Carl M Freeman Foundation Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Terry Smith is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

David Keck is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning processes and advanced modeling tools to support client outcomes.

Lee Gottlieb is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is involved in the sales and marketing of fixed individual and group health insurance products through Hafetz and Associates. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Alfonso Troianello III is a financial advisor with Morgan Stanley in Lewes, Delaware, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by proprietary tools and broad investment offerings.

William Parrish is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms, including Sterne Agee Financial Services, Verus Capital Partners, and Securities America. He is also president of Parrish Investments & Consulting, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with tailored approaches to client objectives.

Leesa Mereider is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. Her career includes tenures at M&T Securities and Wilmington Brokerage Services Company prior to joining LPL Financial in 2021. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Patrick Lawrence is a financial advisor with Equitable Advisors, holding a Series 66 credential and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, Lawrence serves as a board member supporting investment due diligence at PST Advisors and acts as an executor of his father’s estate. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

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.

Christopher Vonlindenberg is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. His prior work includes roles at Woodbury Financial Services and Questar Capital Corporation. He is owner and CEO of Lindenberg Financial, Inc., a fixed insurance sales and service firm, and serves as vice president on the board of the Lewes Harbor Marina Co-op. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products and supports various advisory and transition programs.

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.