Alfonso Troianello III is a financial advisor with Morgan Stanley in Lewes, Delaware, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by proprietary tools and broad investment offerings.

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 multiple firms, including Sterne Agee Financial Services and Verus Capital Partners, before joining Cambridge in 2020. Outside of his advisory role, he is president of Parrish Investments & Consulting, Inc. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages assets across various platforms, offering proprietary model strategies and access to third-party advisers.

Patrick Lawrence is a financial advisor with Equitable Advisors, holding a Series 66 credential and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, Lawrence serves as a board member supporting investment due diligence at PST Advisors and acts as an executor of his father’s estate. Equitable Advisors serves a diverse client base 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 a combination of firm-offered and third-party advisory solutions.

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.

Christopher Vonlindenberg is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. His prior work includes roles at Woodbury Financial Services and Questar Capital Corporation. He is owner and CEO of Lindenberg Financial, Inc., a fixed insurance sales and service firm, and serves as vice president on the board of the Lewes Harbor Marina Co-op. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products and supports various advisory and transition programs.

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 with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing more than 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions and supports retirement plans through consulting and discretionary investment services, leveraging research and analytics grounded in diversification and modern portfolio theory.

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.

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.

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.

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.