Christine Salah is a financial advisor with Merrill in Wilmington, DE. She holds the Series 66 designation and has 11 years of industry experience, having worked at Merrill since 2014. 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 developed by internal and third-party managers.

Samuel Teigland is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for two years. Outside of finance, he has varied work experience including at RevenueFactory, Trader Joe's, and Mission Barbecue. Mass Mutual Investors Services operates as 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, with a focus on annual collaborative planning relationships and a range of event-driven planning services.

Robert Manning is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 63 designation and 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Jeffrey Gruehn is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. He also operates an insurance brokerage focusing on individual life, health, group life, group health, disability, and long-term care insurance. 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, using firm-approved software to analyze client goals and deliver written recommendations.

Joanne Weidner is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Mutual of Omaha Investor Services. She is also the owner and president of Weidner Financial Group and conducts Medicare workshops to assist seniors with enrollment options. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services through a wide network of affiliated advisers. The firm uses various portfolio construction tools and offers access to multiple investment platforms, including third-party managed accounts and wrap programs.

Paul Woodson II is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to his current role, Woodson worked at RepScrubs, JC Penny, Lincoln Memorial University, and DeRoyal Industries. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and a range of third-party and proprietary investment solutions.

Robert Allen is a financial advisor with Ameriprise in Wilmington, DE, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as CEO and CFO of P Two P LLC, a consulting business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver customized retirement income recommendations.

Connor Mc Dermott is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for three years and Marketwise for four years. He holds a degree from Towson University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management options.

Benjamin Gravina is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by proprietary tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Felicia Woods is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the finance committee of Toastmasters International in Delaware. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning using firm-approved tools and strategies.

Marc Martinelli is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He began his career at Merrill Lynch in 1997 within the Financial Planning & Strategies Group and has focused on assisting High Net Worth families with investment analysis and wealth planning. Marc's expertise encompasses a range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. He holds a Master’s Degree in Business Administration from Saint Joseph's University and a Bachelor’s Degree in Finance from the University of Scranton. Marc has earned several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he serves as an Adjunct Professor at Penn State University-Abington, teaching courses in investments and financial markets. Outside of his professional responsibilities, Marc is involved with the Laurel House Women's Shelter and enjoys active sports including basketball, golfing, hiking, running, and volleyball. He resides in Horsham, PA, with his wife Ann and their two daughters.

Peter Bradshaw Jr. is a financial professional at Cetera with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera, Bradshaw worked at Diamond State Financial Group and Securian Financial Services. He serves on the advisory board of Delaware Greenways, focusing on fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment strategies and program structures.

Thomas Bell is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments, PNC Bank, and Abel Noser. He has 100% ownership of Bell Global Consulting, LLC, which is currently inactive. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Lynda Blessing is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at American Express Financial Advisors Inc. She serves as an elder at Mechanicsburg Presbyterian Church and is a certified Divorce Financial Analyst. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals using a variety of portfolio management strategies and platform arrangements.

Thomas Gale is a financial advisor with Cetera, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Cetera and its affiliates since 2015 and also operates his own business providing insurance solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and consulting services, employing a multi-manager platform with discretionary and non-discretionary program options.

Mark Pliner is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Citizens Securities, Mass Mutual Investors Services, and Bank of America. Outside of his advisory role, he is the sole owner of an eBay sports card sales business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, based on modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Marsico is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked with Wexco Financial Group since 2008 and has been affiliated with Cetera since 2023. Outside of his advisory work, he is a senior partner and equity owner of Diamond State Financial Group and has ownership interests in several family business and real estate ventures. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of 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.

James Unger is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has been with Mass Mutual Investors Services and MASSMUTUAL Life Insurance Company since 2017. Prior to his advisory career, he attended Pennsylvania State University from 2014 to 2018. Mass Mutual Investors Services, LLC 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, goal-focused approaches and firm-approved software tools.

Zachary Mawson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2016, with a brief tenure at Morgan Stanley in 2021. Outside of his advisory role, he is the sole owner of a rental property in Claymont, 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Beatrice Dufort is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.