Kevin Walls is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2015. Walls holds Series 63 and Series 66 designations and is based in Greenville, DE. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Melanie Dahl is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 22 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior roles at MetLife Securities Inc. and Metropolitan Life Insurance Co. Additionally, she is an independent insurance agent and serves as a head junior volleyball coach. 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, and charitable organizations, offering a range of programs including educational seminars and event-driven planning services.

Karen Conicelli is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Greenville, DE. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client planning needs.

Brenan Mc Allister is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he has been affiliated with Bucknell University since 2012. Outside of his advisory role, Mc Allister is involved in individual life insurance brokerage. 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 provides financial planning, asset management, and educational seminars, utilizing tools such as Monte Carlo simulations and automated asset allocation in its planning process.

Nicholas Leski is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors and PSG Financial, among other roles. Outside of advisory services, he is also a licensed agent offering fixed life insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various platforms and utilizes asset allocation tools and third-party managers to construct portfolios tailored to client needs.

Samuel Gruehn is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with MassMutual Life Insurance Company and affiliated entities since 2019. Outside of his advisory role, he also acts as an insurance agent specializing in life, disability, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored planning recommendations without investment discretion.

Victor Marcelo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved with the Martuscelli Restaurant Group and held positions at the University of Delaware, Newark Country Club, and Saint Mark's High School. 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 structures financial planning as collaborative, annual engagements using firm-approved analytical tools, with implementation of recommendations offered separately.

Paul Mac Donald is a financial advisor with Mass Mutual Investors Services based in New Castle, Delaware. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including previous roles at Olive Garden. He is also involved in an individual life insurance sales business. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser and offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Nicholas Vali is a CFP® and ChFC® with 13 years of experience in financial advisory. He is currently with Cetera and has previously worked at Minnesota Life and Securian Financial Services. Outside of advisory, he is a partner in a golf course business and holds an equity interest in other local ventures. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Stephen Izzi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and a Series 63 license. Izzi has been with Mass Mutual-related firms since 2011, serving in roles that include insurance brokerage for individual life and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning programs.

Dawn Green is a financial advisor at OSAIC with 16 years of industry experience and holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Mass Mutual, Prudential Insurance Company of America, and Signator Investors. She is also an adjunct professor at Wilmington University and owns Wisdom Wealth and Winning, a financial planning business. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party managed account solutions.

Tyler Kreger is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Citizens Community Bank and Bankers Life and Casualty. Kreger’s background also includes work outside of finance, with early experience at Marcon Roofing and involvement in education through the Bellefonte Area School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and third-party research, supporting both discretionary and non-discretionary management strategies.

Natalie Plaza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in serving individuals, corporate executives, and their families, with a particular focus on clients in the entertainment industry. As a CERTIFIED FINANCIAL PLANNER (CFP) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Natalie and her team offer a full range of wealth management services, leveraging the resources of Merrill Lynch, Bank of America Private Bank, and Bank of America. Natalie began her career in architectural design after earning a Bachelor's degree in Environmental Design from the University of Colorado at Boulder. She transitioned into financial advising in 2018, developing expertise in education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, sports and entertainment finance, and tax minimization. Her approach focuses on identifying clients' needs and objectives to thoughtfully plan for their financial goals. Natalie is involved in professional and community organizations including the Greater Los Angeles LGBTQ Leadership Team at Bank of America, LPGA Women Who Play, Santa Monica Sports Club, and Women In Film. In her personal time, she enjoys basketball, golfing, skiing, spending time with her family, and watching movies. She resides in Los Angeles, California.

Robert Harbison III is a financial advisor at Stifel with 39 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years and City National Bank for 2 years. Outside of his advisory role, he manages a rental property in Willowgrove, Pennsylvania. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Durney Jr. is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Advisors since 2014. He is based in Wilmington, DE, and holds Series 63 and Series 65 licenses. In addition to his work at Wells Fargo Advisors, he holds ownership interests in multiple investment-related businesses, including Beartooth Investments, LLC and Heirloom Affiliate Management LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, delivered through a network of financial advisors.

William Hagerman is a CFP® professional with 27 years of experience in the financial services industry. He currently works with Cetera and has previously been associated with Diamond State Financial, Securian Financial Services, and Minnesota Life Insurance Company. Hagerman serves on the finance committee of his homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and advisory solutions across multiple program structures and custodial relationships.

Justin Czerwinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting professionals and business owners who are entering their peak earning years and individuals nearing retirement. His client focus includes employee benefits planning, family wealth management strategies, retirement income, and small business strategies, among other areas. Justin holds a Bachelor's Degree from Goldey-Beacom College and has earned a number of professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes values such as honesty, integrity, and reputation in his professional approach. Beyond his professional work, Justin is involved in community organizations including Beds4Vets and the Hockessin Historical Society. His personal interests include golfing, music, running, and spending time with his family.

Nick Fowler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2016. Outside of his advisory role, Fowler serves as membership chair for an Italian American charitable organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Malcolm Rayne is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing, NewSpring Capital, KPMG LLP, and RBC Capital Markets. Outside of his advisory role, he holds a minority interest in an investment-related business, 211 Property Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with offerings that cover various planning needs from cash flow to specialized areas such as business-owner transition and special-needs analysis.

Autumn Vernon is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Prior to her financial advisory career, she served in the United States Airforce for 21 years. Outside of advising, she has partial ownership in a land conservation and vehicle storage business and a sailboat charter company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.