Scott Kerr is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at various Fidelity entities since 2013. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joseph Valdrini Jr. is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014. 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. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Paytas is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2010, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. His primary focus is assisting clients in developing solid financial plans tailored to their specific financial goals. He aims to help families achieve peace of mind through his financial consulting services. Outside of his professional work, Jeffrey has interests in baseball, hiking, spending time at lakes, visiting museums, and traveling.

Les Eisel is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 licenses and seven years of industry experience. He has worked at several firms including Thrivent Financial, First State Trust Company, and Lincoln Financial. Mass Mutual Investors Services, LLC 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 seminars, structuring planning engagements as annual collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Frank Hoeschel is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long-term roles at Poland & Sullivan Insurance and Cetera Wealth Services, LLC. He owns and operates Poland & Sullivan Wealth Strategies Inc., an insurance services business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and a multi-manager platform.

Kimberly Martin is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has previously worked at CETERA Advisor Networks LLC, Minnesota Life Insurance Co, and Securian Financial Services Inc. She also has experience at Diamond State Financial Group and a background outside finance at The Greene Turtle. 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, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to tailor recommendations.

Marc Krinsky is a Wealth Management Advisor at Merrill Lynch Wealth Management in Wilmington, Delaware. He joined Merrill in 2011 and holds the Chartered Retirement Planning Counselor (CRPC) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Marc employs a disciplined approach to wealth management that begins with understanding each client's needs, concerns, and priorities to develop customized strategies. He focuses on client relationships by being proactive and available, ensuring continuous review and communication in an evolving economic environment. His expertise covers areas including college education planning, divorce transition planning, executive compensation, employee financial health, legacy planning, personal retirement planning, socially responsible investing, special needs planning, tax minimization, and retirement income. Originally from New York City, Marc has lived in Wilmington for 20 years. He holds a high school diploma from Abraham Lincoln High School and a bachelor's degree from Wilmington University. Marc is also committed to community involvement and spends time volunteering locally. His personal interests include fishing, music, and photography. He is proficient in English and American Sign Language (ASL).

Ellen Powers is a financial advisor with Grey Fox Wealth Advisors, LLC and holds 25 years of industry experience. She has worked at Grey Fox Wealth Advisors since 2022 and has been with Ascend Investment Management, Inc. since 2006. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a long-term oriented investment approach combining fundamental and technical analysis to create diversified, customized portfolios primarily using low-cost mutual funds and ETFs.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.