Brayden Patterson is a financial professional at Cetera with one year of industry experience. He holds a Series 66 credential and has also been affiliated with Diamond State Financial Group since 2023. Patterson’s background includes roles outside finance, such as positions at the University of South Carolina and various hospitality establishments. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and provides a range of portfolio management and financial planning options across multiple program structures.

Alison Young Johnson is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored 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 annual, non-discretionary retirement recommendations, supported by a centralized consulting team.

Frank Alteri is a financial advisor with Wells Fargo Clearing in Newark, DE, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christian Robinson is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and previously worked at Roman Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships, utilizing proprietary software to analyze client goals and deliver written recommendations.

Ryan Maguire is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Ryan’s background includes four years of education at Saint Joseph’s University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Peter Blauert is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Blauert is also licensed as an insurance agent for individual and group life, health, and supplemental Medicare plans. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools and offers a range of planning programs, including recently added divorce planning services.

William Lundstrom is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2021 and has also been with M&T Securities since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Mark Fuessinger is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is a part owner of an inherited family rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved software for goal analysis and offering collaborative, annual planning engagements.

Stephen Devlin is a CFP® and ChFC® professional with seven years of industry experience, currently affiliated with Cetera. His work history includes roles at Diamond State Financial Group, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he serves as a board member of his homeowner’s association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors.

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Outside of her advisory work, she serves as an adjunct professor at Widener University Delaware School of Law, teaching online courses to undergraduate and graduate students. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including retirement, education, and niche areas such as business-owner transition planning, delivered through tailored recommendations supported by Wells Fargo research and tools.

Kyle Cleary is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation. He has 19 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, Cleary maintains an insurance agent position focused on individual and group life, property and casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring client relationships through annual collaborative planning engagements.

Trent Leupold is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 17 years of experience in the industry. He previously worked at MetLife Securities Inc. before joining MassMutual and has been involved in individual and group life and health insurance as well as life settlements. Mass Mutual Investors Services 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, with a focus on collaborative planning using proprietary software tools.

Andrew Nimmo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Andrew held positions at Merrill Edge, including Vice President and Internal Product Specialist from 2022 to 2023, and Assistant Vice President and Financial Solutions Advisor from 2021 to 2022. His career has focused on providing financial guidance aimed at helping clients achieve their financial goals through trust, transparency, and collaboration. His professional journey reflects a commitment to supporting clients with sound financial advice across various roles in the financial services sector.

Colin Geraffo is a financial advisor with Morgan Stanley in Greenville, Delaware, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022 and previously at Strategic Security. Outside of his advisory work, he serves on the Finance Committee of Serviam Girl’s Academy, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ivan McGovern is currently a Branch Leader at Fidelity Investments, where he supports a local team of associates in providing guidance and relationship building within the Wilmington, DE area and its surroundings. He has been in this role since 2025. Prior to becoming a Branch Leader, Ivan held positions at Fidelity Investments including Team Leader from 2022 to 2025, Help Desk in Client Services from 2021 to 2022, and High Net Worth Associate from 2020 to 2021. Details about Ivan's education, credentials, personal interests, or community involvement have not been provided.

Brian Davis is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a range of financial planning and portfolio management offerings.

Gerard Viars is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 39 years. Viars is involved with Collender Griffith Chang and Associates, offering a range of insurance products including health and disability coverage. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and financial planning through a large network of advisers. The firm employs various portfolio construction tools and offers access to third-party money managers and managed-account solutions.

Brittany Baffone is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Milestone Wealth Advisors, Inc. and First State Health and Wellness, as well as a role at Wilmington University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options.

John Klusarits is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at MassMutual Life Insurance Co, MetLife Securities Inc., and Creative Financial Group. He is also involved as an agent in individual life insurance and life settlements referral services. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, using firm-approved tools to analyze client goals and deliver recommendations.