Stephen Berkeridge is a financial advisor with Cetera, holding a Series 66 credential and bringing 12 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as entrepreneurial ventures such as owning Berkeridge Financial Services, which provides tax preparation and accounting. He is also a partner and CFO of Summit Bridge Veterinary Hospital LLC and is involved in nonprofit accounting for Cecil Families First, Inc. and tax compliance for Cheyla's Rescue Foundation and Riviera Rescue. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, consulting, and access to multiple investment strategies, managing over $256 billion in assets across more than 10,000 advisors.

Antoinette Brooks is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Keller Williams and Christiana Care Health System, and she has also worked with Primerica Financial Services since 1997. In addition to her advisory work, she is active as a part-time real estate salesperson. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and offers multiple advisory approaches supported by BNY Mellon Advisors and Pershing for execution and custody.

Elizabeth Donaldson is a financial advisor with Merrill in Newark, DE, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is a co-owner of a family rental property in Hamilton, New Jersey. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tamara Tilton is a financial advisor with Edward Jones in Oxford, PA, holding a Series 66 designation and three years of industry experience. She previously worked at Diflippo and Company and has been self-employed since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Paul Applegate is a financial advisor with Edward Jones in Aberdeen, MD, holding a Series 66 designation and one year of industry experience. He previously worked for the Town of Elkton for 15 years. Outside of advising, he owns and manages a rental property in North East, MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Bronwyn Martin is a ChFC® with 25 years of experience in financial advising, currently with Ameriprise since 2020, following 15 years with Ameriprise Financial Services, Inc. She owns Martin Financial Consulting Group LLC and serves on multiple nonprofit boards, including the National Association of Estate Planners & Councils, Chester County Community Foundation, and the Alzheimer’s Association. She has also authored a book based on conversations about financial planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement income planning with tax-aware withdrawal strategies and ongoing advice. The firm combines proprietary research and third-party data within a managed account platform that includes select affiliated investment options.

Leron Kosh is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America, Edward Jones, Lyft Inc., Corporation Service Company, New Penn Financial, and Best Buy. Outside of advising, he works as an independent contractor consultant for Facebook Marketplace and Amazon.com, assisting with online sales and package delivery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Glenn Gardiner is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CUSO Financial Services, PNC Investment LLC, TD Bank, Fidelity Investments, and Citizens Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supported by research and model portfolios from various sources.

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.

Anthony Alfieri is a financial advisor with LPL Financial in Landenberg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he owns a tax preparation and accounting firm, Anthony Fieri, LLC. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management combined with model portfolios and research from internal and third-party sources.

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.

Ronald Scheff is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved with Limestone Partners LLC, a property management business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Patrick Sullivan is a financial advisor with Ameriprise in Avondale, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he serves on the board of directors for Delaware Care Plan, Inc. and is involved with Ivy Mills Strategic Partners, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary guidance through a centralized consulting team.

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.