Samuel Summer is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked with Florida Financial Advisors, where he also engaged in fixed insurance sales. His background includes roles outside finance, such as positions at Banana Republic Factory and S&S Warehouse and Delivery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to registered investment companies and use of systematic investment methodologies.

Jill Confer is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation. She has prior experience with Raymond James Financial Services Advisors, Inc., Bassett, Brosius, Foy & Associates, and the Brandywine School District. Outside of advising, she works as an associate at Wilmington Wealth Management, focusing on social media, scheduling, and office management. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Donaldson is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and 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 provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Michael Boyer is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and operates his own CPA firm specializing in individual and small business tax returns. Outside of financial advising, he serves as CFO of Ferris Home Improvements, a local company focused on home renovation projects. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and employs a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Kyle Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at Envestnet Inc. and J O Hambro Capital Management. Outside of his advisory role, he has worked in other fields including a small business in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Lance Earle is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. His career includes roles at Avantax Investment Services and Van Buren Financial Group, as well as earlier experience at Macy’s Inc. He is based in Wilmington, Delaware. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and custodial relationships.

Gary Peters is a CFP® with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. for 20 years. In addition to his advisory role, Peters is involved in property, casualty, health, and group life insurance sales and ownership. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing planning relationships using firm-approved software and a range of investment strategies.

Keren Drummond is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2015 and joined Merrill in 2026. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide set of investment products.

James Conlan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2008 and J.P. Morgan Chase Bank NA since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a team of Wealth Advisors alongside its brokerage, distribution, and investment management capabilities.

Andrew Rosenbaum is a financial professional with one year of industry experience, currently affiliated with Cetera. He previously worked at Diamond State Financial Group and has a Series 66 designation. Outside of advisory roles, he has experience working in other industries including hospitality and painting services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Michael Martin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab in Wilmington, Delaware. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he serves as the Financial Secretary and a board member of Chester Heights Fire Company No. 1. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investment program.

Sofia Portante is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Bryn Mawr Trust and Janney Montgomery Scott. Outside of Ameriprise, she manages an advisory business, Point to Point Wealth Planning, as an Associate Financial Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes research, third-party data, and algorithmic tools to provide non-discretionary recommendations tailored to clients’ needs.

Dana Edwards is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding Series 63, 65, and 66 designations and totaling 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Edwards worked at Wells Fargo Clearing from 2016 to 2024 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Edward Aiken is a financial advisor with Osaic Wealth, Inc. in Wilmington, Delaware, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been affiliated with Osaic since 2024 and concurrently serves on the Next Level Advisory Board and with Diamond State Financial Group and Minnesota Life Insurance Company since 2002. Outside of finance, he works as a sports referee for college, high school, and youth basketball and football. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple managed account solutions. The firm utilizes proprietary tools and third-party platforms to construct diversified portfolios tailored to client needs.

Richard McLaughlin is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. His background includes founding McLaughlin Insurance Agency, where he worked for over three decades. Outside of investment advisory, he has worked as a financial educator and independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Kurt Miller is a financial advisor with Wells Fargo Clearing in Newark, DE, holding CFP® and Series 66 credentials and possessing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, 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 databases.

Dawn Maddox is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of her advisory role, she is involved in a construction company that owns rental real estate. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, with a notable presence in public finance and municipal advisory services.

Michael Schneider is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked for PNC Investments for 14 years before joining LPL Financial in 2018. Schneider also engages in a non-variable insurance business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Eamon Scanlon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Precision Wealth Partners, North American Benefits Company, and educational positions at Penncrest High School and Springton Lake Middle School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support investment strategy recommendations.

Richard Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has been involved in the financial services industry since 1997. Richard focuses on clients' goals by offering financial strategies tailored to high net-worth individuals and business owners. He employs a disciplined wealth management process that considers each client's risk tolerance, time horizon, liquidity needs, and overall investment goals to help them pursue their objectives. Richard holds a Bachelor of Science degree in Business Management with a concentration in Finance from Saint Francis University in Loretto, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the CFP Board, Screen Actors Guild, and AFTRA. He is actively involved in the American Heart Association, dedicating time to volunteering and raising awareness about heart disease. Richard resides in Wilmington, Delaware, and has two children, Colin and Abby.