Mark Slapcinsky is a financial advisor with Ameriprise in Middletown, DE, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Raymond Moore II is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and MetLife Securities during his career. He is also involved as an individual life insurance agent. 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, using firm-approved tools to develop written recommendations for clients.

Marc Driggs is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Maureen Dunning is a financial advisor at Edward Jones with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 28 years, followed by roles at Pruco Securities and The Prudential Insurance Company of America. Outside of her advisory work, she is a partner in Crooked Hammock Brewery, a restaurant in Lewes, Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Frank Leslie is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and Ameriprise. Leslie is the sole owner of FPL Finance, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Sharmila Padmalingam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and is also associated with a family practice since 2007. Wells Fargo Advisors is a large national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute and third-party sources to deliver diversified portfolio solutions and offers a broad range of brokerage and advisory products.

Ethan Harris is a financial advisor at Cetera with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Citadel Federal Credit Union, The Vanguard Group, and CUSO Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Kenneth Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Jones serves as an officer on the board of Blue Hen Veterans and Friends, Inc., a nonprofit focused on military support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Julian Heenan is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at several firms including Cetera Wealth Services, Diamond State Financial Group, and Minnesota Life Insurance Company. Outside of financial advisory, he has experience working with Apollo Pools and Spas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with customizable investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Thomas O'Brien is a financial advisor with Cetera in Lansdowne, PA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has operated O'Brien Financial Advisors, LLC since 2012 and has been associated with Cetera and Cetera Financial Specialists LLC since 2005. In addition to his advisory work, he is also a tax preparer for TAX TIME, a business he has been involved with since 1993. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Giovanni Diomede is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior positions include roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA. He also has experience at Wilmington University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model‑based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Lori Rutkowski is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of advisory work, she provides notary services in Delaware. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with various managed account options and third-party manager selections.

Patrick Dever is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Mark Mesco is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, with prior roles at Accurant Biotech and Mass Mutual Life Insurance Company. 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, using collaborative, software-assisted approaches to develop client recommendations.

Gennaro Vuono is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior positions include roles at Bestvest Investments Ltd, where he worked for 12 years, as well as experience at Oppenheimer and Ryan Beck & Co. Vuono also served as an independent insurance agent for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Daniel Maguire is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he assists customers with life settlements and the sale of life insurance policies. 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 through collaborative, annual engagements.

Michael Crowley is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Mass Mutual Investors Services in Newtown Square, PA, where he has worked since 2019. His prior work includes roles at Litemovers, LLC and Outback Steakhouse, as well as employment at West Chester University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations primarily on investment categories and strategies.

Brad Corsi is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co. before joining his current firm. Mass Mutual Investors Services 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Ravi Polu is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera Wealth Services, Diamond State Financial, and Securian Financial Services. He is also involved in insurance sales as an agent and broker through Diamond State Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm operates a multi-manager platform providing access to various investment strategies through discretionary and non-discretionary programs.

Andrew Hunt is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.