Anthony Petruccelli is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, where he worked for 13 years. He is also involved in fixed and term life insurance and disability income insurance sales. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a diverse non-advisory financial services platform.

Jennifer Brennan is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 registrations. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Adam Marone is a financial advisor with LPL Financial in Broomall, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages rental properties for family without compensation. 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 financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms, supported by advanced advisor tools and a broad financial services network.

Daniel Gennusa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his parents and holds a partial ownership interest in an investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds.

Robert Dewees is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he served in the United States Marine Corps for nine years and held a role at Wells Fargo Clearing. He is treasurer of the Talons Reach Foundation, a nonprofit supporting special operations forces. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of investment and financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations.

Demetrios Karakasidis is a financial advisor at Ameriprise with 13 years of industry experience. He has previously worked at Raymond James & Associates and The Vanguard Group. Outside of finance, he is a co-owner of Pats Pizzeria and serves on the board of Odyssey Charter School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Patricia Strain Riley is a financial advisor with Merrill, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. Her career includes long tenures at BCG Securities, Inc. and Horace Mann Companies before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Elijah Tyler is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and two years of industry experience. His work history includes roles at PFS Investment Inc. and Primerica Financial Services, among others. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Joseph Gandolfo Jr. is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he co-owns a private beach house in Ocean City, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Mark Johnson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Osaic Wealth, Inc. and previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is a CPA at Lank, Johnson & Tull CPAs, where he performs tax, audit, and valuation work. He also serves as a trustee for a CPA-only client. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios with access to third-party managers and multiple investment platforms.

Kyle Slowik is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2015 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc. Kyle provides financial strategies and advice tailored to individuals, corporate executives, and their families, focusing on understanding both short- and long-term financial objectives. Kyle graduated from the University of Delaware's Lerner College of Business and Economics with degrees in International Business, Economics, and Spanish. His client focus areas include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Kyle volunteers as a Big Brother for Big Brothers Big Sisters of Delaware. He also maintains memberships with the Philadelphia Art Museum and the Barnes Foundation. Kyle currently resides in Philadelphia, Pennsylvania, with his wife and daughter.

Linda Galante is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at FSC Securities Corporation, Inc. and American Capital Corporation. Outside of her advisory role, she co-owns a tax preparation business and is involved in life insurance sales. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing various tools and platforms to construct tailored portfolios and support both discretionary and non-discretionary account management.

Jeffrey Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2026, he worked at Pacer Financial, Inc. for four years and has held various roles outside of finance, including positions in painting and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Richard Ranauto is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Margaret Todd is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2015 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by extensive research and analytics.

Robert Stofa Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. 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 with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets.

Jeffrey Simpson is a financial professional with 31 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long-term roles at Minnesota Life and Securian Financial Services, as well as ongoing involvement with Wechsler/Marsico Agency and Wexco Financial Group. Outside of advisory work, he serves on the advisory board of the Rocky Run YMCA. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes automated and bespoke investment strategies.

Amanda Chubb is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she has worked at Perdue and PFS Investments Inc. Amanda also engages in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that uses model-based strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Swaney Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include tenures at Prudential Insurance Company of America, Pruco Securities, AXA Advisors, and Farmers Insurance Group. He is also involved in selling Medicare Advantage, Medicare Supplement, auto, and homeowners insurance through affiliated agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.