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.

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, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years at A. G. Edwards & Sons, Inc. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at M&T Securities and twelve years at Wilmington Brokerage Services Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with various financial services and oversight of over $819 billion in discretionary assets.

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. In addition to her advisory role, she serves as an adjunct professor at Widener University Delaware School of Law, teaching online courses to undergraduate and graduate students. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services. The firm offers tailored recommendations based on proprietary research and planning tools, with clients able to choose whether and how to implement those recommendations through various brokerage and advisory programs.

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 at Morgan Stanley with four years of industry experience and holds a Series 66 designation. His work history includes roles at Morgan Stanley Private Bank, Strategic Security, and Marist College. He serves on the Finance Committee for Serviam Girl's Academy, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

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 at Lincoln Financial Advisors Corporation for 39 years. In addition to his advisory role, Viars is actively involved as an agent offering various insurance products through Collender Griffith Chang and Associates and Heritage Financial Consultants. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across multiple programs, utilizing model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

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.