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 in Wilmington, DE, holding a Series 66 credential and 14 years of industry experience. His prior roles include nine years at Lincoln Investment Planning and two years at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves on the boards of Contact Life Line and the Arthritis Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing consultations, utilizing proprietary research and third-party data within a defined investment framework.

Harry Welch Jr. is a CFP® professional at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009, including a decade at Wells Fargo Clearing. 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 services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

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.

James Flanagan is a financial advisor at Cetera with 26 years of industry experience and holds the CFP® and Series 66 designations. He previously worked at Avantax Advisory Services and 1st Global Advisors and is also the president of James Flanagan & Associates, CPAs. Flanagan serves on the board of directors for Eagles Fly for Leukemia, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ian Spradling is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Juranir Moraes is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on building genuine, long-term relationships with clients as the foundation of their financial journeys. Juranir partners with clients to help them pursue their goals with confidence through clear communication and proactive guidance, aiming to earn and maintain their trust at every stage of life. Prior to his current role, Juranir worked as a Relationship Manager at Fidelity Investments from 2022 to 2026. Before that, he gained experience as a Financial Services Representative at PNC Bank from 2019 to 2022. Outside of his professional work, Juranir has interests in fitness, motorcycles, soccer, surfing, tennis, and traveling.

Amy Mottola is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Friess Associates for sixteen years before joining Morgan Stanley Smith Barney LLC. Amy holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs while managing approximately $2.74 trillion in client assets.

Eric Van Houten is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held multiple roles within Fidelity, including Planning Consultant from 2021 to 2023, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020. His career progression within the company reflects his ongoing commitment to providing financial services and support to clients. Eric focuses on building partnerships with clients based on trust and communication, offering personalized financial guidance tailored to individual goals and needs. He leverages Fidelity's resources and services to help clients develop plans aimed at achieving their lifetime and legacy objectives. Outside of his professional role, Eric engages in family activities and pursues interests such as fitness, golf, photography, reading, and traveling.