Matthew Boatmon is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a substitute organist at St. Mark's Episcopal Church in Philadelphia and First and Central Presbyterian Church in Wilmington. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kathryn Danielov is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate since 2016. Outside of her advisory role, she owns Katie Reynolds Photography, a small photography business. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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 at Florida Financial Advisors operating under the DBA Tristate Financial Advisors. He has background in both financial consulting and insurance sales. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds-of-funds.

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 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.

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 previously worked at Envestnet Inc. and J O Hambro Capital Management. Outside of his advisory role, he has experience working in diverse settings including higher education and small businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Lance Earle is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within the Cetera network since 2025 and previously with Avantax and Van Buren Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 four years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2015, including her current roles at Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm incorporates strategic asset allocation, tax-aware strategies, and trading support as part of its investment approach.

James Conlan is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with J.P. Morgan Securities since 2008, including roles at J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

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 at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Wells Fargo Clearing and Morgan Stanley Dw Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Edward Aiken is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2024. His prior experience includes roles at Next Level Advisory Board, Diamond State Fin Group, Minnesota Life Insurance Company, and Wells Fargo Clearing. Outside of his advisory work, Aiken serves as a sports referee for college, high school, and youth basketball and football. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and various managed account programs.

Richard McLaughlin is a CFP® professional with over 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007 and previously operated McLaughlin Insurance Agency for more than three decades. In addition to his advisory role, he has been active as a financial educator since 2008. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Kurt Miller is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at PNC Wealth Management and Merrill. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Dawn Maddox is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of advisory work, she is involved in a construction company that owns rental real estate. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and firm-supported research.

Michael Schneider is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and 35 years of industry experience. He worked at PNC Investments for 14 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options and advanced operational tools.