Matthew Yaakovian is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and methodologies to assist clients in their financial decisions.

Patricia Greene is a financial advisor with Stifel in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Scott Kerr is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at various units of Fidelity Investments since 2013. Scott is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including multi-manager and fund-of-funds structures.

Joseph Valdrini Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2014. 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. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party teams, serving individual investors, high-net-worth clients, and institutional entities.

Jeffrey Paytas is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2010, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. His primary focus is assisting clients in developing solid financial plans tailored to their specific financial goals. He aims to help families achieve peace of mind through his financial consulting services. Outside of his professional work, Jeffrey has interests in baseball, hiking, spending time at lakes, visiting museums, and traveling.

Les Eisel is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 licenses and seven years of industry experience. He has worked at several firms including Thrivent Financial, First State Trust Company, and Lincoln Financial. 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, structuring planning engagements as annual collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Bryson Cabacungan is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach using quantitative and qualitative research, tax-aware processes, and risk management techniques across diverse portfolios.

Frank Hoeschel is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long-term roles at Poland & Sullivan Insurance and Cetera Wealth Services, LLC. He owns and operates Poland & Sullivan Wealth Strategies Inc., an insurance services business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and a multi-manager platform.

Kimberly Martin is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has previously worked at CETERA Advisor Networks LLC, Minnesota Life Insurance Co, and Securian Financial Services Inc. She also has experience at Diamond State Financial Group and a background outside finance at The Greene Turtle. 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, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to tailor recommendations.

Marc Krinsky is a Wealth Management Advisor at Merrill Lynch Wealth Management in Wilmington, Delaware. He joined Merrill in 2011 and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, and the Personal Investment Advisor (PIA) credential. Marc’s advisory approach involves a disciplined process that begins with fully understanding each client's unique needs, concerns, and priorities to develop customized wealth management strategies supported by Merrill’s research and technology resources. Marc is committed to proactive communication and client service, emphasizing the importance of regularly reviewing financial plans amid changing economic conditions. His areas of focus include college education planning, divorce transition planning, executive compensation, employee financial health, legacy planning, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. Originally from New York City, Marc has resided in Wilmington for 20 years. He holds a high school diploma from Abraham Lincoln High School and a bachelor's degree from Wilmington University and is fluent in English and American Sign Language (ASL). Outside of his professional role, Marc maintains an interest in fishing, music, and photography. He is also engaged in community volunteering efforts, aligning with Merrill Lynch’s tradition of local community participation.

Ellen Powers is a financial advisor with Grey Fox Wealth Advisors, LLC and holds 25 years of industry experience. She has worked at Grey Fox Wealth Advisors since 2022 and has been with Ascend Investment Management, Inc. since 2006. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a long-term oriented investment approach combining fundamental and technical analysis to create diversified, customized portfolios primarily using low-cost mutual funds and ETFs.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.