William Corsino is a Wealth Management Advisor currently serving clients at Merrill Lynch Wealth Management, with a history of working in their Delaware offices since 2004. He relocated his practice from Dover to Wilmington in 2014. Prior to his advisory role, William spent 16 years as a business owner and Financial Systems Consultant, working primarily with large brokerage clients. William specializes in areas including college education planning, corporate retirement plan services, divorce transition planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible and ESG investing. He emphasizes a highly personalized, planning-based approach and encourages clients to maintain a long-term perspective in their investment strategies. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned a Bachelor of Science degree in Computer Science from Drexel University. He resides in Mickleton, New Jersey with his wife Joanna and daughter Gia and has three children, two of whom recently graduated from college. His personal interests include baseball, genealogy, and music.

Angela Derle is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans.

James Oconnor is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles as an independent insurance agent and entrepreneur with Twisted Jims. He also operates BestVest Investments, which he has been involved with since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Sean Allen is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. His prior roles include positions at CoastalOne and Rowan University. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience. Prior to his advisory role, he worked in sales and stock management at Domestic and Imported Beverages. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Adriane Russo is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Outside of her advisory role, 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 to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ryan Isenberger is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a server at Allen Street Grill. 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, using collaborative and software-driven approaches to develop client recommendations.

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 and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including prior roles at Cetera, Questar Capital Corporation, and operating his own financial services firm since 1989. Outside of advising, he is involved in tax preparation and serves as a board member of a homeowner association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

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.

Christopher Sciarrino is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at BestVest Investments, Ltd. and Northwestern Mutual. Outside of advisory roles, he was involved in operational activities at America's Pie for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, combining proprietary and third-party research to support diversified investment strategies.

Cheryl Plunkett is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she is involved part-time with Rodan + Fields, focusing on skincare, networking, and sales. Merrill, together with its affiliate Managed Account Advisors LLC, 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, and institutional investors.

Bryan Messick is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at TD Bank NA and Franklin Mint Federal Credit Union. He serves as a board member at large for the Delaware County Estate Planning Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Snavely is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Vista Wealth Solutions and Diamond State Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies while employing algorithmic methods and formal governance procedures.