Michael Nichols is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2016. Outside his advisory role, Nichols is CEO of Patronus Partners LLC, where he manages budgeting and payroll operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary planning using analytical tools to align with client goals.

Bradly Schultz is a Series 66 licensed advisor with Cetera in Wilmington, DE. He has one year of experience in the financial industry, having joined Cetera and affiliated firms in 2026. Prior to his financial advisory roles, Schultz worked for Verizon from 1998 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Eric Sharpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role starting in 2017, he worked at MetLife Securities for one year and spent 27 years at The Chester County Hospital. Outside of his financial advisory work, he serves as a paramedic and holds a volunteer position as Vestry Member and Accounting Warden at Washington Memorial Chapel. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships with clients.

Erin Lacey is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Applied Energy Group, US PRO, The Bancorp, and Point to Point Wealth Planning. Outside of her advisory role, Erin is a marketing manager at Kimberlee M. O. LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers algorithm-driven, tax-efficient recommendations tailored to client needs.

Scott Bombeck is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and Series 65 licenses, with 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2010 and previously held positions at VOYA Financial Advisors, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory work, he is involved in digital content creation through a project called Dr Tangent and the Multiverse of Beer and Music and supports a volunteer organization as a webmaster. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offers a variety of account platforms and proprietary model strategies.

Mark Hamilton is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, CETERA Advisor Networks, and Diamond State Financial Group. Outside of advising, he serves on the finance committee for The Delaware Contemporary Art Museum and works as a newspaper delivery contractor. Merrill, along 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 investment strategies for a range of individual and institutional clients.

Yrving Navarro Dugarte is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Gemini Brother Inc, as well as academic positions at Universidad de Buenos Aires. Outside of finance, he works as a delivery driver for several companies. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffery Lewis is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Congregation Beth Shalom in Wilmington, DE, a position he has held since 2003, and he owns a racehorse that competes at racetrack venues. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with services designed around advisory capacities and a variety of investment offerings.

Michael Odorisio Jr. is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. His career includes prior roles at Citigroup Global Markets and various Morgan Stanley entities since 2003. He serves as a board member and on the finance committee of Serviam Girls Academy, a nonprofit educational organization in Wilmington, Delaware. Morgan Stanley Wealth Management provides advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by approved tools and offers a broad range of investment and advisory programs.

Joseph Digregorio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services that incorporate structured discovery processes and firm-approved tools to model investment outcomes. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Nicholas Pisorchik is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. His prior work includes positions at Northwestern Mutual and MassMutual Insurance Company. He has also worked at Newark Country Club and Big Oyster Brewery, and spent four years at the University of Delaware. 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, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and provides educational seminars and specialized planning services.

Cassandra Queen is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Stonecrop Wealth Advisors, Compass Ion Advisors, and APW Capital, Inc. Outside of her advisory role, she is the founder and president of the Pinnacle Tournament Team Family Organization, a nonprofit supporting amateur karate athletes in domestic and international competition. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Jacques Mayo is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to develop personalized financial roadmaps utilizing Fidelity's comprehensive suite of tools, resources, and research. Prior to this, Jacques served as an Investment Management Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Private Client Associate at JP Morgan Private Bank from 2018 to 2021 and as an Investment Advisor at Foresters Financial from 2017 to 2018. Jacques holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional commitments, he engages in activities such as biking, cars, outdoor adventures, soccer, traveling, and volunteering.

Tyler Kadlec is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Chip Ganassi Racing LLC and Trek Bicycle Corporation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

Timothy Killea is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, Edward Jones, and Nuveen Investments. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Sequoia Edwards is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Edwards held positions at Instacart, Wells Fargo Bank, Amanah XXI LLC, CVS Pharmacy, and Walmart. Outside of finance, Edwards works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Elizabeth Coles is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dean Camp is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he serves as power of attorney for his mother and owns a small investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.