Eamon Scanlon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Precision Wealth Partners, North American Benefits Company, and educational positions at Penncrest High School and Springton Lake Middle School. 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, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support investment strategy recommendations.

Richard Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has been involved in the financial services industry since 1997. Richard focuses on clients' goals by offering financial strategies tailored to high net-worth individuals and business owners. He employs a disciplined wealth management process that considers each client's risk tolerance, time horizon, liquidity needs, and overall investment goals to help them pursue their objectives. Richard holds a Bachelor of Science degree in Business Management with a concentration in Finance from Saint Francis University in Loretto, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the CFP Board, Screen Actors Guild, and AFTRA. He is actively involved in the American Heart Association, dedicating time to volunteering and raising awareness about heart disease. Richard resides in Wilmington, Delaware, and has two children, Colin and Abby.

Brayden Patterson is a financial professional at Cetera with one year of industry experience. He holds a Series 66 credential and has also been affiliated with Diamond State Financial Group since 2023. Patterson’s background includes roles outside finance, such as positions at the University of South Carolina and various hospitality establishments. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and provides a range of portfolio management and financial planning options across multiple program structures.

Alison Young Johnson is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver annual, non-discretionary retirement recommendations, supported by a centralized consulting team.

Frank Alteri is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years at A. G. Edwards & Sons, Inc. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

William Lundstrom is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at M&T Securities and twelve years at Wilmington Brokerage Services Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with various financial services and oversight of over $819 billion in discretionary assets.

Stephen Devlin is a CFP® and ChFC® professional with seven years of industry experience, currently affiliated with Cetera. His work history includes roles at Diamond State Financial Group, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he serves as a board member of his homeowner’s association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors.

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. In addition to her advisory role, she serves as an adjunct professor at Widener University Delaware School of Law, teaching online courses to undergraduate and graduate students. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services. The firm offers tailored recommendations based on proprietary research and planning tools, with clients able to choose whether and how to implement those recommendations through various brokerage and advisory programs.

Andrew Nimmo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Andrew held positions at Merrill Edge, including Vice President and Internal Product Specialist from 2022 to 2023, and Assistant Vice President and Financial Solutions Advisor from 2021 to 2022. His career has focused on providing financial guidance aimed at helping clients achieve their financial goals through trust, transparency, and collaboration. His professional journey reflects a commitment to supporting clients with sound financial advice across various roles in the financial services sector.

Colin Geraffo is a financial advisor at Morgan Stanley with four years of industry experience and holds a Series 66 designation. His work history includes roles at Morgan Stanley Private Bank, Strategic Security, and Marist College. He serves on the Finance Committee for Serviam Girl's Academy, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Brian Davis is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a range of financial planning and portfolio management offerings.

Gerard Viars is a financial advisor at Osaic with 43 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 39 years. In addition to his advisory role, Viars is actively involved as an agent offering various insurance products through Collender Griffith Chang and Associates and Heritage Financial Consultants. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across multiple programs, utilizing model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

Brittany Baffone is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Milestone Wealth Advisors, Inc. and First State Health and Wellness, as well as a role at Wilmington University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options.

Martin Coyne is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. Since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced planning tools, while providing advisory services without individual security recommendations as part of standalone planning.

Aaron Leonard is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, Leonard serves as an adjunct professor at Wilmington College for a portion of the year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Lawrence Griest is a financial advisor with LPL Financial in Kennett Square, PA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Kwoka is a ChFC® with 17 years of experience in the financial services industry. She has worked at Cambridge Investment Research Advisors since 2017 and previously held positions at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Outside of her advisory role, she owns businesses providing accounting, bookkeeping, and payroll services. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisors, and proprietary model strategies.

Vincent Abio is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He also maintains a dual role with S&T Financial Services. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide customized recommendation reports through a centralized consulting team.

Andre Duffie is a CFP® with 27 years of experience in the financial services industry. He has been with Ameriprise since 2005 and currently works in Thornton, PA. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Evan Dupuis is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked at Christian Camps of Pittsburgh Inc. for seven years and attended High Point University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.