Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Jill Angstadt Truesdell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since the start of her career in 1993 and is a founding member of The HART Group, one of Delaware's largest financial advisory practices. Jill works extensively with high-net-worth individuals and their families, focusing on personalized wealth management and investment management strategies, including retirement planning, estate services, and tax planning. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She is also a Personal Investment Advisor (PIA). Jill holds a Bachelor of Science degree in Accounting from the University of Delaware. She lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Courtney Brobst is a Series 66-licensed financial advisor with LPL Enterprise, based in Newark, Delaware, and has two years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America and Pruco Securities LLC. She is also an independent Medicare insurance contractor. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Danielle De Vard is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. She has worked at Bank of America, N.A., and held positions at several insurance and financial service firms. Outside of advising, she owns Modern Now Innovations LLC, which licenses a patent for an adjustable needle designed for tailoring clothing. 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, and institutional investors.

Talene Brinker is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2018. She has two years of industry experience and previously worked at Brookside Bagels & More and Neumann University. Her activities include serving as a notary through her firm, Brinker Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Gibler is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.

Carmine Ciccolella is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1994. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Carmine specializes in retirement planning strategies, fixed income portfolio construction, and wealth management for affluent individuals and small business owners. His approach emphasizes preservation of capital, cash flow, and tailoring recommendations to align with each client’s income and growth objectives. Carmine holds a Bachelor of Science degree from the United States Naval Academy and a Master of Science degree from Golden Gate University. Following his graduation in 1986, he served as a Naval Officer for seven years, gaining experience in financial and logistics responsibilities. His professional focus includes family wealth management, liquidity management, tax minimization, investment planning, and estate transfer strategies. Carmine works closely with a Registered Wealth Management Client Associate to provide comprehensive financial advisory services. Residing in Hockessin, Delaware, Carmine is married with two sons. He is active in his local church and alumni association groups. Outside of work, he enjoys baseball, golfing, reading, and spending time with his family.

Kevin Brandt is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a range of advisory programs and institutional relationships.

Eric Donato is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Envestnet, Massachusetts Mutual Life Insurance Company, and CREATIVE Financial Group. His background also includes four years at Holy Family University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Miles Nissly is a financial advisor with LPL Financial in Wilmington, DE, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Covenant Wealth Strategies, Liberty University, Ameriprise Financial, and Hudson Ford. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of investment strategies and advisor support tools.

Bradley Foy is a CFP® with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held positions at several firms, including Bassett, Dawson & Foy Inc. and Life Brokerage LLC. In addition to his advisory role, he is an advisory board member of Fancaster Inc., where he provides periodic strategic advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a broad network of advisors and unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Steven Kaplan is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he is involved with MindShift Consulting LLC, a consulting business he owns. 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 and asset management services using firm-approved tools and offers specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Robert Bechtold is a financial advisor with Osaic Wealth, Inc. in Avondale, Pennsylvania, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Morgan Stanley, Securities America Advisors, and Securities Service Network. He also operates an investment advisory business, WL Bechtold & Co. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing advanced portfolio construction tools and third-party money management solutions.

Edward Kerschner is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. His other business activities include serving as an agent for individual life, long-term care insurance, disability, and life settlements/viaticals. MassMutual Investors Services, LLC is 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 offers structured, collaborative financial planning engagements using firm-approved software tools and delivers written recommendations without discretionary authority.

Anthony Boxler is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has experience as a Wealth Advisor and Senior Financial Advisor at Vanguard, where he worked from 2019 to 2024. Anthony focuses on collaborating directly with clients to understand their motivations and goals, developing strategies that align financial plans with their priorities. Throughout his career, Anthony emphasizes ongoing partnerships with clients to ensure financial plans adjust to changes in their needs and circumstances. Outside of his professional work, he has interests that include hiking, music, outdoor adventures, parenthood, pets, and puzzles.

Wanying Zhao is a financial advisor with Morgan Stanley in Greenville, DE, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, Zhao operated an online business selling cosmetic and electronic products through LPDFZ LLC, which she owns and manages independently. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment programs alongside estate planning and corporate financial planning agreements.

Matthew Geraci is a CFP® professional affiliated with LPL Financial, with 16 years of experience in the financial services industry. He has worked at Janney Montgomery Scott, Securities America Advisors, and OSAIC prior to joining LPL Financial. He is also involved with G2Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational and research tools.

Ian Rose is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory role, he is involved with Surgeons Capital Management and Attorneys Capital Management. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment strategies.

Richard Cook is a financial advisor with Mass Mutual Investors Services in Newark, DE, holding CFP® and ChFC® designations and having 15 years of industry experience. He previously worked at MetLife Securities Inc. from 2011 to 2017 and has been with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he serves as an insurance agent and is a partner in an LLC formed to manage payroll for his assistant. MassMutual 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’s approach includes collaborative annual planning engagements using firm-approved analytical tools and offers various investment and educational programs.