Archibald Mcmichael III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and Lifemark Securities Corp., among others. He is the owner of AW McMichael, a tax planning and consulting business, and serves as Treasurer for the United States Merchant Marine Academy Tri-State Parents Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers across various program structures.

Terry Warrington is a financial advisor with Morgan Stanley in Rehoboth Beach, Delaware, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2008. Outside of his advisory role, he operates an online retail store on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

Dawn Rehrig is a financial advisor with LPL Financial based in Rehoboth Beach, DE, holding Series 63 and Series 65 licenses. She has 34 years of industry experience and has worked at Linsco/Private Ledger Corp. since 2002. She also operates a business under the name Wealth Management Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Terry Smith is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning process.

Stephen Hill is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Capitol Securities Management, Inc., and he currently maintains involvement with Prosperity Atlantic Wealth Management LLC. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by advanced operational tools and a large network of advisors.

David Keck is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach centers on structured planning processes and advanced modeling tools to support client outcomes.

Elliott Moore is a financial advisor at Fidelity with Series 63 and 66 licenses and two years of industry experience. His prior roles include positions in educational organizations and work with Children's Dyslexia Centers. Strategic Advisers LLC, a Fidelity Investments company where Elliott works, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios.

William Parrish is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms, including Sterne Agee Financial Services, Verus Capital Partners, and Securities America. He is also president of Parrish Investments & Consulting, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with tailored approaches to client objectives.

John Lavalle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Glenn Sweeten Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial, having previously worked at Edward Jones for nine years and Morgan Stanley for one year. Glenn is based in Georgetown, Delaware. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Isabella Lindia is a financial advisor at Morgan Stanley in Rehoboth Beach, Delaware, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and previously attended Penn State University. Outside of her financial career, she has experience working in hospitality and retail, including roles at Fins Ale House & Raw Bar and Breakers Surf Shop. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models.

Lance Rogers is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations and is based in Millsboro, DE. Rogers serves as a committee member for the Sussex County (DE) Pension Fund Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment advisory programs and affiliated financial services.

Stephanie Brown is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and 12 years of industry experience. She has worked at Charles Schwab since 2018, following prior roles at CFS, Inc. and Cetera Advisors. Outside of her advisory work, she serves as Treasurer for the Already Amazing Charitable Corporation, a nonprofit supporting income-restricted individuals, seniors, veterans, and healthcare workforce development in Delaware. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by comprehensive research and centralized operational infrastructure.

Caitlin Hess is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she worked at M&T Bank for two years and held management roles in the salon and spa industry for over thirteen years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Diana Mooney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JP Morgan Securities and Weichert Financial. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Gary Vogel is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gary Cecchett is a financial advisor with Morgan Stanley in Rehoboth Beach, Delaware, holding a Series 66 credential and 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside his advisory role, he is an owner of several jointly held investment-related businesses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, and it offers diverse services including corporate financial planning agreements.

Michael O'Connor is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gerald Peden Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at Fulton Financial Advisors and Delaware National Bank. He serves on the Finance/Investment Committee for the Indian River School District. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Froilan Brittingham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Citizens Securities Inc. and Citizens Bank from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party analytics.