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 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.

Amanda Lee is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2008, including a recent role beginning in 2026. Outside of her advisory work, she serves as the board secretary for the Laurel Redevelopment Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

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.

Elizabeth Ridings is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial Services since 2004 and with Raymond James Financial since 2009. Outside of her advisory role, she serves as President of BMB, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling and offers unique services like municipal advisory support and a SIMPLE IRA Employer Advisory program.

David Humes is a financial advisor at Morgan Stanley with over 31 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Humes is involved in a family farming business and holds appointed positions on a Delaware state advisory committee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Marina Townsend is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at M & T Securities and M & T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, using model portfolios, third-party subadvisors, and customized strategies supported by technology tools, and maintains one of the largest networks of financial professionals in the country.

Jerry Booth is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Merrill and Legg Mason Wood Walker. Outside of his advisory work, he operates a business under the name Booth Investment Group. 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.

Thomas Lindia III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked in various roles within Morgan Stanley since 2011, including positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client financial plans.

Michael Barnes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services LLC, MassMutual Greater Philadelphia/FFG LLC, and Monastra Financial Group. Outside of his financial career, he serves as a seasonal beach lifeguard for the Town of Bethany Beach. 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 recommending strategies.

Curtis Mckay Jr. is a financial advisor with RBC Capital Markets holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and is also affiliated with City National Bank since 2017. Mckay serves on the board of The Lydia & Dexter Manley Foundation, a nonprofit focused on ending illiteracy in Washington, DC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, along with various portfolio management and financial planning services.

Kevin Thompson is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. He has five years of industry experience and has worked at Edward Jones since 2020. Prior to joining Edward Jones, Thompson held positions at the Greater Georgetown Chamber of Commerce, Mezcali, Baywood Greens, and Tunnell Companies LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Andrew Sammons is a financial advisor with Ameriprise in Milton, DE, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also the owner of Select Financial Inc, an insurance agency. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-smart withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexander Matthews is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has been with Edward Jones since 2015, including his current role since 2026. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

James Gamuciello serves as a Senior Resident Director and Wealth Management Advisor at Merrill. In his role, he focuses on wealth planning and management, helping clients pursue personal financial goals including legacy planning, liquidity management, retirement income, and tax minimization. James holds a High School Diploma from Dover High School, a Bachelor's Degree from Hawaii Pacific University, and a Master of Business Administration in Finance from the University of Delaware. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, James participates in community activities such as Coastal Clean Up, Teach Kids to Save Day, and serves as a mentor at the University of Delaware. His personal interests include basketball, surfing, and traveling.

Michael Scutari is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a vestry member at St. Mark's Episcopal Church and sits on the board of the Georgetown Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services across multiple program structures and custodial relationships.

Andrew Keck is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he held roles at the University of Delaware and MassMutual Greater Philadelphia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm‑approved tools.

Loren Evans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 12 years before joining Wells Fargo in 2016. Evans also serves as co-trustee of the Robert & Virginia Family Trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by in-depth research and analytics.