Steven Duncan is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Ameriprise Financial Services in various capacities since 2009 and is currently based in Wilmington, DE. Outside of his advisory role, he owns and helps manage Slim's LLC, a sports complex, and serves as founder and president of the Slims Chance Foundation; he is also involved with Youth Sports Tournaments and Life Skills U, an educational organization focused on general life skills and financial literacy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing tax-aware withdrawal advice. The firm’s approach integrates investment research and third-party data to deliver personalized recommendations, primarily for clients meeting specific asset criteria.

Adam Kaufer is a financial advisor with Cetera, holding the CFP® and ChFC® designations and 14 years of industry experience. He is also co-owner of Prism Financial Group LLC and serves as principal and CEO of Kaufer Financial, LLC, specializing in financial planning and wealth management. Outside of his advisory roles, Kaufer serves on the board of Fort Mifflin on the Delaware, a national historic landmark, and is a board member of the Navy League of the United States Philadelphia Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services delivered via multiple program structures, with access to affiliated and third-party managers and a multi-manager platform approach.

Frederick Dawson is a financial advisor with Raymond James Financial in Wilmington, DE, holding a ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with firms including Bassett, Dawson & Foy, Inc. In addition to his advisory role, he is president of Club Phred LLC, a music-related business, and serves as treasurer and board member for the Grand Opera House. He is also active with the Newark Morning Rotary Club, where he has served as a board member and past president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supports institutional consulting and portfolio management, and has specialized capabilities in municipal and public finance.

Kyleel Roberson Cosby is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Outside of his advisory role, he owns and operates Maarden, an apparel company focused on clothing design and online retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by the Bank of America group.

Elias Pery Sr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 45 years of industry experience and has worked at RBC Capital Markets since 2008, also having a current affiliation with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and implemented through a combination of in-house and third-party managers.

Brennan Thompson is a CFP® and holds a Series 66 designation, currently affiliated with Raymond James & Associates in Greenville, DE. He has eight years of industry experience, all at Raymond James since 2018, following a ten-year period outside the industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized advisory services with a range of portfolio management styles and affiliated research.

Anthony Papa is a financial advisor at Wells Fargo Advisors with credentials including Series 63 and Series 65. He has been in the industry since 2022, with prior experience at Wilmington Savings Fund Society Bank and a decade-long involvement with Vicmead Hunt Club. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Amy Leanne Keach is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 1998. She is based in Newark, DE, and holds a Series 66 registration. Outside of her advisory role, Keach is involved in community activities including serving as president of the Fairfield Civic Association and participating on the property committee of St. Thomas Episcopal Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service aimed at clients nearing or in retirement, providing written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Peggy Taylor is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services, Inc. and Bassett Dawson & Foy, Inc., and has experience with Oak Knoll Books before entering financial services. Taylor also serves as a Senior Client Service Associate at Dawson Wealth Management LLC in Wilmington, DE. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ginger Ward is a financial advisor with UBS Financial Services in Greenville, Delaware, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the board of directors for Women's Wellness Spa(ce), a nonprofit focused on women's wellbeing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Arthur Vande Poele is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with a select group of individuals and businesses to create and implement customized wealth management strategies. Arthur employs a goals-based wealth management approach, conducting in-depth reviews to understand clients' financial conditions, investment personalities, and goals. He then develops customized long-term plans to help achieve those goals and address potential risks, often collaborating with clients' other trusted advisors. Arthur holds a Bachelor's degree in Economics and a Master's degree in Finance from the University of Delaware. He has earned several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Daniel Molyneaux is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. He previously worked at Lincoln Investment Planning for nine years before joining Ameriprise Financial Services in 2018. He serves on the boards of Contact Life Line and the Arthritis Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Harry Welch Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years and Prudential Equity Group, LLC for five years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations to its clients.

Nicholas Kayatta is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to his advisory role, he was employed with Newark Parks and Recreation for four years and was a full-time student for over a decade. Kayatta is also involved with Point to Point LLC in an investment-related capacity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focusing on dependable income sources and tax-aware withdrawal strategies.

Carly Spica is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. Her previous roles include positions at Bank of America, Merrill Lynch, Barnabys of America, and Widener University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to assist clients in developing financial plans.

Patrick Sullivan is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2003. Sullivan serves on the board of directors for Delaware Care Plan, Inc., a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach integrates investment research and third-party data within a defined investment universe and includes managed account assets for participation.

Grant Wetterau is a Series 66-licensed financial advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill since 2021 and 2022, respectively. Wetterau’s work history also includes roles at Amazon.com and various other organizations prior to his financial advisory career. Merrill provides managed account services to 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 and profit-sharing plans, corporations, and charitable organizations.

Carina Watson is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Johnson & Johnson and Noramco, Inc. Outside of her advisory role, she owns and operates a retail and online store business. 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 a structured discovery process.

Michael Caccavo is a financial advisor with Edward Jones, holding the CFP® and ChFC® designations and the Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. 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 nationwide network of financial advisors and branch offices.

Luisa Rodriguez is a Planning Consultant at Fidelity, a role she has held since 2024. In this capacity, she collaborates with clients to develop personalized financial plans tailored to their unique goals and financial situations, guiding them through implementation to promote financial clarity and confidence. Prior to joining Fidelity, Luisa held several positions at The Vanguard Group, including PE Advice Services Manager from 2021 to 2024, Business Project Manager from 2020 to 2021, and Team Leader from 2017 to 2020. These roles reflect her extensive experience in financial planning and project management within the investment services industry. Outside of her professional work, Luisa enjoys outdoor activities such as beach visits, hiking, kayaking, and other adventures, as well as cooking, baking, and traveling.