Linda Pressler is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, and has 20 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc. and Equitable Advisors. She is also president of The Pressler Group, PC, a tax preparation and accounting firm. 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 provides a range of advisory services including financial planning, model portfolio programs, and institutional platforms, employing a combination of discretionary and non-discretionary strategies supported by research and operational tools.

Charles Murphy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at MassMutual Life Insurance Company and community involvement with the YMCA Greater Brandywine. Mass Mutual Investors Services, LLC 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 to support goal analysis and delivers written recommendations through annual planning engagements.

Charles Edmonds Jr. is a financial advisor with Mass Mutual Investors Services in Kennett Square, PA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 30 years of industry experience. Edmonds has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars, and structures planning engagements as annual, collaborative relationships using firm-approved tools.

Brian Carbajal is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Point to Point Wealth Planning, Wilmington Savings Fund Society, and State Farm. Outside of finance, he has worked in various customer service and retail roles, including at Starbucks and Brew Haha. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

William Corsino is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2004 as a Financial Advisor based in the Dover, Delaware office and relocated to the Wilmington, Delaware office in 2014. Prior to joining Merrill Lynch, William spent 16 years as a business owner and Financial Systems Consultant, serving predominantly large brokerage clients. William holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp, and the Certified Plan Fiduciary Advisor® designation awarded by the National Association of Plan Advisors (NAPA). He also holds FINRA Series 7 and 66 registrations. William earned a Bachelor of Science degree in Computer Science from Drexel University in 1987. William resides in Mickleton, New Jersey with his wife Joanna and daughter Gia. He has two other children who are recent college graduates. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, and retirement income. Personal interests include baseball, genealogy, and music.

Angela Derle is a Series 66-licensed financial advisor with Ameriprise in Wilmington, DE, with 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Oconnor is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously as an independent insurance agent and with Bestvest Investments. Outside of his advisory role, he spent ten years involved with Twisted Jims. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various model portfolio programs, with advice delivered primarily through a large network of investment adviser representatives.

Robert Bennett is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes 13 years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Wethey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in sales and stock management for Domestic and Imported Beverages. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships that use firm-approved analytical tools to support goal-oriented recommendations.

Adriane Russo is a financial advisor with Merrill, holding a Series 66 designation and over 20 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, she is the sole owner of a rental property business in Wilmington, Delaware. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Trevor Mc Nulty is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has eight years of industry experience, working with Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2018. Outside of his advisory work, he has been associated with Merion Golf Club since 2011. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Ronald Scheff is a financial advisor with Ameriprise in Newark, DE, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved with Limestone Partners LLC, a property management business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Albert Minutola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Cetera and Cetera Wealth Services, LLC, and has operated his own financial services and tax preparation business since 1989. Outside of advisory work, he serves as a board member for a homeowners association and sells fixed insurance products including life, health, disability, and long-term care insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, while also offering financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Winfred Nemlin is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop personalized financial strategies that address both their short-term goals and long-term objectives. Prior to his current position, Winfred served as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. He also has experience as a Retirement Specialist at Vanguard Brokerage Services from 2021 to 2022. Throughout his career, Winfred has focused on building strong, meaningful connections with clients and their families, emphasizing tailored financial planning and client collaboration. Outside of his professional work, he has interests in biking, cars, fitness, soccer, traveling, and volunteering.

Allison Oberembt is a CFP® professional with four years of industry experience, currently affiliated with Cetera. Her work history includes roles at Diamond State Financial Group and Securian Financial Services Inc. Outside of advisory activities, she has experience in the food service industry, having worked at Piree's Piri Piri Grill. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Alexandra Del Collo is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. She has worked with several firms including Diamond State Financial Group and Minnesota Life Insurance Company. Outside of her advisory work, she is the owner of a health coaching business and operates a seasonal produce stand, Fresh 2 U. Additionally, she serves as the board president of a nonprofit focused on youth and family wellbeing in Salem County, New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Paul DiCostanzo is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Representative at Vanguard from 2000 to 2006. With over 25 years of experience in wealth planning, Paul specializes in working closely with high net worth families. He provides personalized assistance to help navigate complex financial decisions tailored to their specific situations.

Scott Becker is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He has worked at Cetera Investment Advisers and Cetera Wealth Services since 2024. Outside of his advisory role, Becker is also a sports performance coach at St. Luke's, where he trains athletes primarily at the high school level. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Jeffrey De Prisco is a financial advisor with Ameriprise, holding a Series 66 credential and over 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2002 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves on the Board of Directors for the Salvation Army in Wilmington, DE, and is president of JDT Together Incorporated, overseeing its daily operations. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Sciarrino is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at BestVest Investments, Ltd. and Northwestern Mutual. He also has experience outside of finance through a seven-year role at America's Pie. 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 platform with extensive non-advisory financial services.