Matthew Mcdermott III is a financial advisor with Raymond James & Associates in Greenville, DE. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 29 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Scoffone is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Creative Financial Group and MeFluence LLC, as well as involvement with Applebrook Golf Club. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools and also offers specialized planning programs, including recent additions such as Divorce Planning.

Michaela Kowatch is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with LPL Financial and has previously worked at Morgan Stanley Smith Barney LLC, Raymond James & Associates, and Wells Fargo Advisors Financial Network, LLC. Michaela has a background that includes roles in the athletics and fitness sectors prior to her financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

William Touey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at LPL Financial since 2013 and has operated Touey & Co and Touey and Company LLC CPAs since 1994, where he serves as president of the CPA firm. Outside of his advisory work, he is involved in tax preparation and accounting through his CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Christian Reinecker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving the wealth management needs of individuals, families, and business leaders since 1994. His practice focuses on developing personalized strategic solutions tailored to clients' long-term financial goals. Key areas of expertise include individual stock portfolio management, risk management, asset allocation strategies, retirement planning, stock option analysis, hedging and cash flow strategies related to concentrated equity positions, liability management, life insurance, wealth preservation, and estate transfer strategies. Christian holds a Bachelor of Science degree from Loyola College in Baltimore, Maryland. 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). Originally from Washington, DC, he began his career in the DC area before relocating to West Chester, Pennsylvania, where he resides with his wife and four children. Beyond his professional work, Christian is actively involved in community and parish activities at St. Simon and Jude, where he volunteers and coaches. He participates in alumnae-supported events and various charitable organizations. His personal interests include golf, skiing, running and hiking, playing guitar, travel, and outdoor activities.

Matthew Evans is a financial professional at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera, Securian Financial Services Inc, and Diamond State Financial Group among other firms. Outside of his advisory role, he was involved with Big League Juices® from 2016 to 2019. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of over 10,000 advisors, utilizing both affiliated and third-party managers across multiple program structures.

Jacklyn Naselli is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2020. Outside of her advisory work, she is a property and casualty insurance representative involved in quoting personal and business insurance policies. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Cody Rosier is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Tristate Financial Advisors and Piazza JGLR Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Gary Ulrich Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Securities Corporation for seven years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

William Stinger is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including tenure at Metlife Securities Inc. and Mass Mutual Investors Services. Outside of his advisory role, he is also an independent insurance agent specializing in individual and group life, health, and property/casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing collaborative, annual planning engagements that focus on investment categories and strategies without discretionary authority.

Todd Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, Anderson serves as a board member and finance committee member for First State Squash, a youth sports and education organization in Wilmington, 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 provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jacob Halem is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Washington College and Koons Automotive Company. Halem is also involved as a financial advisor with Diamond State Financial Group, providing advisory services to assist clients with their financial objectives. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of over 10,000 advisors and manages more than $256 billion in assets.

Bryan Radcliff is a financial professional with 14 years of industry experience, currently with Cetera since 2023. He holds a Series 66 designation and has previously worked at Minnesota Life and Securian Financial Services. Radcliff serves as secretary on the board of DSFG Cares, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that operates as a multi-manager platform serving individual and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a network of over 10,000 advisors.

Adam Rubin is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. In addition to his advisory role, he owns Rubin Appraisals, a residential real estate appraisal business serving banks and lenders. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Teresa Devries is a financial advisor with Mass Mutual Investors Services based in New Castle, DE, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with MML Investors Services Inc. and MassMutual Life Insurance Company since 2003. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements and various event-driven planning programs, including a recent Divorce Planning offering.

Jennifer Sonson is a CFP® professional with 15 years of industry experience, currently affiliated with Raymond James Financial in Wilmington, DE. Her work history includes roles at Conrad and Sanford School prior to and alongside her tenure at Raymond James Financial Services Advisors Inc. She serves on the Finance Committee of the Fund for Women nonprofit organization. Raymond James Financial Services Advisors Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional consulting services.

Bradford Bugher is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the firm in 1993 after ten years in real estate sales and property management. He co-founded his current advisory group, leading the team’s investment strategies and focusing on clients’ insurance, annuity, and liability management needs. Brad works closely with clients to develop personalized financial plans, emphasizing the importance of understanding clients’ goals, concerns, risk tolerance, and family perspectives to build effective wealth management strategies. Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards and a Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with a concentration in Marketing and a minor in Economics from the University of Delaware, where he also participated in the school’s marching band. Born and raised in Newark, Delaware, Brad and his wife, Joanne, are parents of three adult children. Outside of his professional responsibilities, he has been actively involved in the YMCA of Delaware's fundraising efforts for the past decade and has served on the board of the Delaware Military Academy. Brad’s personal interests include biking, boating, fishing, hiking, racquetball, scuba diving, skiing, swimming, traveling, and spending time with his family.

Timothy Hernandez is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Wells Fargo, J.P. Morgan Securities, and Citizens Bank. His background also includes a role at Esperanza Academy Charter School. 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 range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jack Walker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Waters Edge. Outside of his advisory work, he has bartended and served at various establishments, including event catering. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored investment strategies without discretionary authority.

Emily Lanning is a Series 66-credentialed financial advisor with Edward Jones, bringing 16 years of industry experience. She has worked at Edward Jones continuously since 2001. Outside of her advisory role, she is involved with KT Communications Inc. as a part-time customer service representative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.