Rebecca Stecher is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Faithward Advisors, LLC and American Portfolios Advisors, Inc. Outside of her advisory role, she is involved in a consulting business and holds a managing partner position in a real estate holding company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors. The firm offers a broad range of advisory services and uses multiple platforms and tools to construct portfolios incorporating various asset classes for both discretionary and non-discretionary management.

Peter Vanderkley is a financial advisor with LPL Financial in Newark, DE, holding a Series 66 credential and 25 years of industry experience. He has been with LPL Financial since 2010. 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 and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Castle is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously was with Voya Financial Advisors and FC Delco. Outside of his advisory role, Castle serves as a head coach for varsity boys soccer at West Chester Area School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Henry Gawel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he is president of Delta Private Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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.

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.

Amy Leanne Keach is a CFP®-certified financial advisor with Ameriprise in Newark, DE, where she has worked since 1998. She has 26 years of industry experience and holds a Series 66 license. Outside of her advisory role, Keach serves as president of the Fairfield Civic Association and participates in several local nonprofit and community committees, including the St. Thomas Episcopal Church Property Committee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining personalized recommendation reports with a centralized consulting team that uses modeling and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kenneth Johnson Sr. is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the US Army Reserves from 2003 to 2018. Outside of advisory activities, he is an author for The Finance Highway and is the owner of Team Katalysts, LLC, a Primerica-affiliated entity. Primerica Advisors is a large institutional firm serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm employs model-based investment strategies primarily managed by third-party asset managers and supports accounts through custodians such as Pershing, focusing on client advisory rather than direct institutional portfolio management.

George Castle is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He previously worked at VOYA Financial Advisors and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Daniel Robison is a financial advisor with OSAIC holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Stecher Financial Group, Alpha Security Service, and the University of Arizona. He is also involved as an agent in insurance and fixed annuity sales with Sterling Bridge/Triton Brokerage. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Andrew Turner is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at Federal Resources and United Parcel Service, and he is the owner of a startup business in the family entertainment industry. He also engages in part-time referral activities for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management. The firm offers advisory services based on model-delivery strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.