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 financial advisor with MassMutual Investors Services who holds a Series 66 designation and has six years of industry experience. Prior to joining MassMutual in 2019, he worked at Litemovers, LLC and was employed by Outback Steakhouse and West Chester University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations.

Brad Corsi is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He began his professional career with Mass Mutual in 2025 after completing his education at the University of Miami. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to analyze client goals and deliver written recommendations.

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.

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 licenses and one year of industry experience. He previously worked at The Vanguard Group, Bryn Mawr Trust, and has experience outside finance including roles at Yesterday's Creekside Tavern and Kelly's Security Services Inc. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Bagdon is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he is the owner and board member of Bagdon Global Holdings, LLC, a family business involved in landscaping, sales of exterior structures, crafts, educational programs, and baked goods. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 at Merrill with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill and Bank of America since 2017, following three years with PNC Investments LLC and PNC Bank. Outside of her advisory role, she is a published author of poetry writing under the pen name B.L. Matthews. 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, pension plans, corporations, and charitable organizations.

Leanne Evans is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James in various capacities since 2016. Outside of her advisory role, she serves as a Finance and Investment Committee member for the Girl Scouts of Eastern Pennsylvania. 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 and investment consulting with a range of portfolio management styles and municipal advisory services.

Mary Mc Laughlin Craskey is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

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.