Scott Bombeck is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and Series 65 licenses, with 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2010 and previously held positions at VOYA Financial Advisors, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he is involved in digital content creation through a project called Dr Tangent and the Multiverse of Beer and Music and supports a volunteer organization as a webmaster. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offers a variety of account platforms and proprietary model strategies.

Mark Hamilton is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, CETERA Advisor Networks, and Diamond State Financial Group. Outside of advising, he serves on the finance committee for The Delaware Contemporary Art Museum and works as a newspaper delivery contractor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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 and Gemini Brother Inc, as well as academic positions at Universidad de Buenos Aires. Outside of finance, he works as a delivery driver for several companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. His career includes prior roles at Citigroup Global Markets and various Morgan Stanley entities since 2003. He serves as a board member and on the finance committee of Serviam Girls Academy, a nonprofit educational organization in Wilmington, Delaware. Morgan Stanley Wealth Management provides advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by approved tools and offers a broad range of investment and advisory programs.

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.

Jacques Mayo is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to develop personalized financial roadmaps utilizing Fidelity's comprehensive suite of tools, resources, and research. Prior to this, Jacques served as an Investment Management Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Private Client Associate at JP Morgan Private Bank from 2018 to 2021 and as an Investment Advisor at Foresters Financial from 2017 to 2018. Jacques holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional commitments, he engages in activities such as biking, cars, outdoor adventures, soccer, traveling, and volunteering.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

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 at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dean Camp is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he serves as power of attorney for his mother and owns a small investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Leigh Joseph is a financial advisor at Osaic Wealth with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America Inc. Additionally, she is a 50% owner and handles payroll and bookkeeping for a logistics business, Medlab Logistics. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers through a multi-advisor platform.

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 26 years of industry experience. He has been with Raymond James & Associates since 1999 and operates Harvey M. Strauss PA - Assoc. since 1981. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

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.

Stanley Minka Jr. is a ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Outside of his advisory role, he is involved in the National Association of Insurance & Financial Advisors where he coordinates educational programming for members. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement planning.

Zachary Laidlaw is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. His background also includes a period devoted to traveling. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and intermediary platforms.