Alexandra Del Collo is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. She has worked with several firms including Diamond State Financial Group and Minnesota Life Insurance Company. Outside of her advisory work, she is the owner of a health coaching business and operates a seasonal produce stand, Fresh 2 U. Additionally, she serves as the board president of a nonprofit focused on youth and family wellbeing in Salem County, New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Paul DiCostanzo is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Representative at Vanguard from 2000 to 2006. With over 25 years of experience in wealth planning, Paul specializes in working closely with high net worth families. He provides personalized assistance to help navigate complex financial decisions tailored to their specific situations.

Scott Becker is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He has worked at Cetera Investment Advisers and Cetera Wealth Services since 2024. Outside of his advisory role, Becker is also a sports performance coach at St. Luke's, where he trains athletes primarily at the high school level. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Jeffrey De Prisco is a financial advisor with Ameriprise, holding a Series 66 credential and over 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves on the Board of Directors for the Salvation Army in Wilmington, DE, and is president of JDT Together Incorporated, overseeing its daily operations. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Sciarrino is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at BestVest Investments, Ltd. and Northwestern Mutual. Outside of advisory roles, he was involved in operational activities at America's Pie for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, combining proprietary and third-party research to support diversified investment strategies.

Cheryl Plunkett is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is involved part-time with Rodan + Fields, focusing on skincare, networking, and sales. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Bryan Messick is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Franklin Mint Federal Credit Union. He serves as a board member at large for the Delaware County Estate Planning Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Snavely is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Vista Wealth Solutions and Diamond State Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies while employing algorithmic methods and formal governance procedures.

Brandon Leboon is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets.

Paul Giannoukos is a financial advisor with Edward Jones in Wilmington, DE, holding a Series 66 designation. He joined Edward Jones in 2025 and has previous experience working with the State of Delaware and the Kent Conservation District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Henry Tobey II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with JPMorgan Chase Bank NA since 2007 and J.P. Morgan Securities LLC since 2008. Outside of his advisory role, he is an amateur musician performing with local artists. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Zellman is a CFP® with 24 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Grove Point Investments, H. Beck, CSC, and TFS Securities. Zellman also maintains a CPA practice specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.

Steven Duncan is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Ameriprise Financial Services in various capacities since 2009 and is currently based in Wilmington, DE. Outside of his advisory role, he owns and helps manage Slim's LLC, a sports complex, and serves as founder and president of the Slims Chance Foundation; he is also involved with Youth Sports Tournaments and Life Skills U, an educational organization focused on general life skills and financial literacy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates investment research and third-party data to deliver personalized recommendations, primarily for clients meeting specific asset criteria.

Adam Kaufer is a financial advisor with Cetera, holding the CFP® and ChFC® designations and 14 years of industry experience. He is also co-owner of Prism Financial Group LLC and serves as principal and CEO of Kaufer Financial, LLC, specializing in financial planning and wealth management. Outside of his advisory roles, Kaufer serves on the board of Fort Mifflin on the Delaware, a national historic landmark, and is a board member of the Navy League of the United States Philadelphia Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, 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 delivered via multiple program structures, with access to affiliated and third-party managers and a multi-manager platform approach.

Frederick Dawson is a financial advisor with Raymond James Financial in Wilmington, DE, holding a ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with firms including Bassett, Dawson & Foy, Inc. In addition to his advisory role, he is president of Club Phred LLC, a music-related business, and serves as treasurer and board member for the Grand Opera House. He is also active with the Newark Morning Rotary Club, where he has served as a board member and past president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supports institutional consulting and portfolio management, and has specialized capabilities in municipal and public finance.

Kyleel Roberson Cosby is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. Prior to joining Merrill and Bank of America in 2019, Kyleel worked at Inova Health System, Uniqlo, and American University in various roles. Outside of financial advising, Kyleel is the owner of Maarden, an apparel company involved in clothing design and online retail. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Durnan is a financial advisor at Merrill with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1999, concurrently affiliated with Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Elias Pery Sr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 45 years of industry experience and has worked at RBC Capital Markets since 2008, also having a current affiliation with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and implemented through a combination of in-house and third-party managers.

Brennan Thompson is a CFP® and holds a Series 66 designation, currently affiliated with Raymond James & Associates in Greenville, DE. He has eight years of industry experience, all at Raymond James since 2018, following a ten-year period outside the industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized advisory services with a range of portfolio management styles and affiliated research.

Anthony Papa is a financial advisor at Wells Fargo Advisors with credentials including Series 63 and Series 65. He has been in the industry since 2022, with prior experience at Wilmington Savings Fund Society Bank and a decade-long involvement with Vicmead Hunt Club. 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 integrates advisory services with various financial products and referral channels.