Andrew Hunt is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary advisory strategies and affiliated investment products.

Shelby Tennant is a financial advisor with UBS Financial Services in Greenville, DE, holding a Series 66 designation and six years of industry experience. Tennant has been with UBS since 2017 and previously worked at The Greene Turtle and the University of Delaware Education. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Jared Kolinsky is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes positions at The Vanguard Group, Bryn Mawr Trust, and Pennsylvania State University. He has also worked outside finance in roles at Yesterday's Creekside Tavern and Kelly's Security Services Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Zachary Bagdon is a financial advisor with Merrill in Wilmington, DE, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he owns Bagdon Global Holdings, LLC, a family-run business involved in plant nursery and landscaping, sales of exterior structures, custom textiles, crafts, educational programs, and baked goods. He is also a founder and former officer of Bagdon Global Research, which provides educational activities in the third world. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Suzanne Heron is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been part of Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Suzanne worked as a Financial Advisor at Lovett Advisors from 2017 to 2020. Her earlier experience includes positions at Marcus & Millichap as an Associate from 2015 to 2017, and providing advisory services for the Thiry Team at NAI Global from 2012 to 2015. With over a decade of experience, Suzanne has worked closely with clients and their families to grow and protect their wealth. She emphasizes developing a deep understanding of clients' goals and preferences to build strong partnerships based on trust and mutual understanding. Her objective is to collaborate with clients in creating and maintaining financial plans that help them navigate life's transitions with ease and peace of mind. Outside of her professional work, Suzanne has interests in outdoor adventures, reading, running, traveling, and volunteering.

Brooke Le Brun is a financial advisor with Merrill in Wilmington, Delaware, holding Series 65 and Series 63 licenses and 13 years of industry experience. She previously worked at PNC Investments LLC and PNC Bank before joining Merrill and Bank of America in 2017. Outside of advisory work, she is a published author of poetry writing under the pen name B.L. Matthews. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual investors, high-net-worth clients, pension plans, and charitable organizations under Bank of America’s fiduciary agreements.

Leanne Evans is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Raymond James since 2016. Evans serves as a Finance and Investment Committee Member for the Girl Scouts of Eastern Pennsylvania. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, institutions, and public entities, delivering non-discretionary planning and portfolio recommendations supported by extensive affiliate resources.

Mary Mclaughlin Craskey is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with a focus on assets held in Ameriprise Managed Accounts.

Jason Durnan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as a Financial Advisor with Merrill in 2018. Jason collaborates with individuals and families to guide them along their financial journeys by prioritizing clients' goals and developing tailored short- and long-term financial plans. His areas of focus include college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jason earned a bachelor's degree in Finance with a minor in Psychology from The Pennsylvania State University. He holds several professional certifications including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®). Raised in the Wilmington area and an alumnus of Salesianum School, Jason volunteers with Special Olympics Pennsylvania and the Penn State Dance Marathon. He enjoys various sports and outdoor activities such as basketball, golfing, and hiking.

Nicole Peluso is a ChFC® credentialed financial advisor with four years of industry experience, currently serving clients at Cetera in Newark, DE. Her prior roles include positions at Diamond State Financial Group, Securian Financial Services Inc., and Minnesota Life Insurance Co. In addition to her advisory work, she conducts fixed insurance sales as an independent contractor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment and consulting services through a multi-manager platform, providing access to affiliated and third-party managers and a variety of portfolio management programs.

Dominic Marsico Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2023, he worked at Securian Financial Services and managed the Wechsler/Marsico Agency for nearly three decades. He is also the president of Financial Education Seminars Inc., an expense management business he has led since 1995. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment platforms and third-party managers, with approximately $256 billion in assets under management.

Joseph Biloon is a financial advisor at LPL Financial with over 26 years of industry experience. He holds the CFP® and Series 66 designations and has held roles at firms including Dean Witter Reynolds and Independent Advisers Group Corp. He is also the owner of CFC Inc., a company offering non-variable insurance products such as disability, fixed annuities, long-term care, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Nicholas Hoeschel is a financial advisor at Cetera with 17 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Hoeschel is also the owner and lead presenter of College Cost Solutions, where he conducts seminars for high school parents on paying for college. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with program options ranging from model portfolios to bespoke strategies across multiple custodial relationships.

Dylan Brindley is an Investment Consultant at Fidelity Investments. In this role, Dylan provides personalized guidance and investment strategies to help clients with retirement planning, wealth accumulation, risk management, and overall financial well-being. Dylan's approach involves understanding each client's unique goals and leveraging Fidelity's resources to support informed financial decisions. Prior to becoming an Investment Consultant, Dylan held positions at Fidelity Investments as a Planning Consultant from 2025 to 2026, a Relationship Manager from 2023 to 2025, and a Financial Representative from 2022 to 2023. This progression reflects a focus on client service and financial planning within the firm.

Anthony Lucidonio is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 16 years of industry experience with prior roles at Odyssey Capital Advisors Inc., Kestra Advisory, and First Genesis Financial Group. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and focuses on recommending investment categories and strategies.

Connor Fernholz is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding a Series 66 designation and seven years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, with prior roles at Edward Jones and Liberty University. Outside of his advisory work, Fernholz operates a licensed insurance brokerage and owns an LLC used as a pass-through entity for business expenses. 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 seminars, employing firm-approved software for goal analysis and delivering written recommendations through collaborative annual planning relationships.

Matthew Muench is a CFP® professional at Raymond James Financial with eight years of industry experience. He has held roles at firms including United Capital Financial Advisers, Goldman Sachs PFM, and Ct Financial Advisors. Muench is also Vice President of Operations at Wilmington Wealth Management and actively involved in assessing and selling insurance products through LIFE Brokerage. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and specialized programs for small businesses and public clients.

Patrick Mccann is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 28 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MetLife Securities Inc. He is also licensed as a life, health, and property/casualty insurance agent through a related 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Edward Eckenroad is a financial advisor with Ameriprise in Avondale, PA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Outside of his advisory role, he serves on the Boards of Directors for The Preserve at Inniscrone and Sigo. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Reardon is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Prudential-affiliated firms since 2016. Outside of his advisory role, he tutors students remotely as an independent contractor for Varsity Tutors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a retirement income service that provides tailored planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.