Bradly Schultz is a Series 66 licensed advisor with Cetera in Wilmington, DE. He has one year of experience in the financial industry, having joined Cetera and affiliated firms in 2026. Prior to his financial advisory roles, Schultz worked for Verizon from 1998 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Eric Sharpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role starting in 2017, he worked at MetLife Securities for one year and spent 27 years at The Chester County Hospital. Outside of his financial advisory work, he serves as a paramedic and holds a volunteer position as Vestry Member and Accounting Warden at Washington Memorial Chapel. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships with clients.

Erin Lacey is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Applied Energy Group, US PRO, The Bancorp, and Point to Point Wealth Planning. Outside of her advisory role, Erin is a marketing manager at Kimberlee M. O. LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers algorithm-driven, tax-efficient recommendations tailored to client needs.

Mark Hamilton is a financial advisor at Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Bank of America, CETERA Advisor Networks, and Diamond State Financial Group. Outside of his advisory work, he serves as a board member on the finance committee of The Delaware Contemporary Art Museum. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Yrving Navarro Dugarte is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Gemini Brother Inc, and DL Fortune LLC. Outside of his advisory work, he has also worked as a delivery driver for companies including Amazon, DoorDash, and Shipt. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jeffery Lewis is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Congregation Beth Shalom in Wilmington, DE, a position he has held since 2003, and he owns a racehorse that competes at racetrack venues. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with services designed around advisory capacities and a variety of investment offerings.

Michael Odorisio Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the Finance Committee as a board member of Serviam Girls Academy, an educational nonprofit in Wilmington, Delaware. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining tailored financial planning with access to a variety of investment strategies and products.

Nicholas Pisorchik is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. His prior work includes positions at Northwestern Mutual and MassMutual Insurance Company. He has also worked at Newark Country Club and Big Oyster Brewery, and spent four years at the University of Delaware. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and provides educational seminars and specialized planning services.

Cassandra Queen is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Stonecrop Wealth Advisors, Compass Ion Advisors, and APW Capital, Inc. Outside of her advisory role, she is the founder and president of the Pinnacle Tournament Team Family Organization, a nonprofit supporting amateur karate athletes in domestic and international competition. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. Prior to his current role, he held positions at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of discretionary and non-discretionary investment strategies across multiple platforms.

Timothy Killea is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, Edward Jones, and Nuveen Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Sequoia Edwards is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Edwards held positions at Instacart, Wells Fargo Bank, Amanah XXI LLC, CVS Pharmacy, and Walmart. Outside of finance, Edwards works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Elizabeth Coles is a financial advisor with Merrill in Wilmington, Delaware, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 1997, totaling 29 years at the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering model-based, discretionary, and tax-aware investment strategies.

Dean Camp is a financial advisor with Wells Fargo Advisors in Kennett Square, PA, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as power of attorney for his mother and owns a privately held entity named CLAM Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Leigh Joseph is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Osaic since 2024 and previously spent eight years with Securities America Advisors and Securities America Inc. Joseph is also a 50% owner of Medlab Logistics Payroll, a non-investment-related business where she handles payroll and bookkeeping tasks. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Joseph Amodei Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Brandywine Alliance LLC, a business unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-based modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Harvey Strauss is a financial advisor with Raymond James & Associates, holding a Series 65 designation and over 26 years of industry experience. He has been with Raymond James since 1999 and has operated Harvey M. Strauss PA - Assoc. since 1981. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans using firm research and planning tools and supports both discretionary and non-discretionary advisory relationships.

Lori Earley is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She previously worked for 16 years at Ziv Investment Company. Lori owns EARLEY LEGACY LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.