Mark Freed is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and Investment Centers of America, Inc. Outside of his advisory role, Freed is involved with business entities related to tax and investment purposes as well as a non-variable insurance service. 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 advisory services with a broad range of financial products and partnerships.

John Scarduzio is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets from 2012 to 2024. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Emmett De Rome is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the financial industry, including roles at MML Investors Services, MassMutual Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his financial career, he worked in the climbing gym industry for several years. Mass Mutual Investors Services provides financial planning and asset management to individuals, business owners, and various organizations. The firm offers collaborative, goal-oriented planning supported by firm-approved software and educational seminars, serving a broad client base including high-net-worth individuals.

Jeffry Campbell II is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at LPL Financial and 360 Wealth Management. Outside of finance, he writes, records, and performs music professionally as a performance and studio musician. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved software and collaborative planning processes.

Brent Fuchs is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Osaic in 2025, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his advisory role, Fuchs is involved in insurance activities, offering various types of insurance products including group health, disability, life insurance, and annuities through affiliated entities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of customized investment programs.

Kimberly Goodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior work includes roles at TD Private Client Wealth LLC, BNY Mellon Securities Corporation, and MBSC, LLC. She also serves as power of attorney for her child. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm combines research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio construction and offers a range of brokerage and advisory solutions.

Richard Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His previous professional experience includes long-term roles at Securities Service Network, Securities America, and ownership of Group Insurance Solutions, an agency providing health insurance sales and services to individuals and small businesses. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to deliver customized income planning recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Yates is a financial advisor with Cetera, holding CFP® and Series 66 credentials and 12 years of industry experience. He has worked at Diamond State Financial since 2014 and has held roles at Minnesota Life Insurance Co and Securian Financial Services. Outside of advisory services, he is involved as an agent and broker in fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Seth Immediato is a Series 66 credentialed advisor with Ameriprise in Wilmington, DE, with three years of industry experience. Prior to joining Ameriprise, he worked at the University of Delaware and Delaware Military Academy. He also supports a registered financial advisor through Kimberlee M. O. LLC, assisting with meeting preparation, follow-up, and client services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual advice focused on dependable income and tax-aware withdrawal strategies.

Jeanne Griffith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Kerri Matthews is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following four years at Capital One Investing LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ketul Mody is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 registrations and has been associated with Cetera and Cetera Wealth Services since 2023. Prior to this, he worked at Diamond State Financial Group and Minnesota Life Insurance Company, among others. Outside of his advisory role, Mody serves as co-secretary and volunteer for the Gujarati Samaj of Delaware, a local Indian community group. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering a range of investment and advisory services through discretionary and non-discretionary portfolio management and access to third-party managers.

Gregory Cella is a CFP® with 10 years of industry experience, currently serving as a financial professional at Cetera since 2023. He has held roles at Diamond State Financial Group since 2016 and worked with Minnesota Life Insurance Company and Securian Financial Services from 2016 to 2023. In addition to advisory services, he has engaged in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 independent advisors nationwide, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm utilizes a multi-manager platform with various program structures and custodial relationships, managing over $256 billion in assets.

Mark Schatzel is a financial advisor with LPL Financial in West Chester, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Tfs Securities Inc for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Maloney is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at MassMutual Life Insurance, New York Life Insurance Company, Lincoln Financial Advisors, and The Vanguard Group. Outside of finance, he has experience in the hospitality industry and operates a dog services business. 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 ongoing financial planning, asset management, and educational seminars, with a structured approach that emphasizes collaborative planning and goal analysis.

Christopher Close is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services and MassMutual since 2020. He is also the owner of E78 Partners, a consulting business, and serves as a director at Close Consulting LLC, where he is involved in governance and oversight for Capstone Green Energy. 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 offers collaborative, annual financial planning engagements and event-driven planning programs, including divorce, estate-settlement, and employer-sponsored planning.

Cassandra Dekis is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Trea is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual Investors Services in 2017. Additionally, he has been with MassMutual Life Insurance Company since 2016. 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, utilizing firm-approved software and collaborative annual planning engagements.

Riley Peffley is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2022. Outside of finance, he has experience in the food service industry and has been affiliated with the University of Delaware since 2020. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Matthew Gehrt is a Series 66-licensed financial advisor with Morgan Stanley in Greenville, DE, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and Estate Planning Strategies Groups.