Corey Goldiner is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at The Vanguard Group from 2016 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including model portfolios delivered to intermediary platforms.

Aristotle Tinios is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients by utilizing Fidelity's extensive resources and services to understand and support their financial, personal, and professional goals. He focuses on creating tailored financial plans in partnership with clients, working diligently throughout the process. Prior to his current position, Aristotle served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes roles at Vanguard, where he worked as an Internal Sales Consultant from 2022 to 2023 and a Retail Sales Consultant from 2021 to 2022. Additionally, he was an Inbound Sales Consultant at Prudential Annuities from 2019 to 2021. Aristotle's personal interests include beach activities, football, hiking, soccer, tennis, and yoga.

Jared Stanley is a CFP® with 17 years of industry experience, currently advising at Cetera. His prior roles include positions at Citadel Federal Credit Union, Cuso Financial Services, LP, and The Vanguard Group, INC. Outside of his advisory work, he is involved in coaching youth sports. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Madeline Huis is a financial advisor with Merrill in Exton, PA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at West Chester Animal Hospital, SoundHorse, Woodstock Eventing, and WR Sporthorses. Merrill, along 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, pension plans, corporations, and charitable organizations.

Andrew Zeplin is a financial advisor with Merrill in Exton, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. He serves as a board member of the Kimberton Meadows HOA, contributing to community governance and maintenance. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutions, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes tax-efficient investment management and manager-selection capabilities.

Jonathan Zeminski is a CFP® certificant with 20 years of industry experience. He is currently with Wells Fargo Clearing and has held roles at Wells Fargo Advisors LLC, Girard Advisory Services, LLC, and PNC Wealth Management. Outside of his advisory work, he manages personal investment holdings through a private investment entity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversified investment evaluation and offers a range of brokerage and advisory solutions.

Daniel Joie is a CFP® professional with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance CO. In addition to his advisory work, he operates a tax preparation business that has been active since 1981. 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 uses collaborative, software-supported approaches to deliver goal-based recommendations and offers specialized planning services such as divorce planning and estate settlement.

Michael Nichols is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2016. Outside his advisory role, Nichols is CEO of Patronus Partners LLC, where he manages budgeting and payroll operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary planning using analytical tools to align with client goals.

Bradly Schultz is a Series 66 licensed advisor with Cetera in Wilmington, DE. He has one year of experience in the financial industry, having joined Cetera and affiliated firms in 2026. Prior to his financial advisory roles, Schultz worked for Verizon from 1998 to 2025. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Andrew Vande Poele is a Senior Financial Advisor and a member of the Vande Poele Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2015 and has over eight years of experience in the financial services industry, working directly with and supporting wealth management clients. Andrew works primarily with successful individuals and small businesses in the Wilmington, Delaware area. He employs a goals-based wealth management approach, focusing on building close relationships with his clients to understand their financial resources, needs, and goals. Using this information, he implements long-term wealth management plans to help clients achieve their objectives. His areas of expertise include college education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. Andrew holds a Bachelor of Science degree in Finance from the University of Delaware and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in football, golfing, skiing, and swimming.

Jeremy Heller is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliated firms since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with an emphasis on assets held in Ameriprise-managed accounts.

Eric Sharpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role starting in 2017, he worked at MetLife Securities for one year and spent 27 years at The Chester County Hospital. Outside of his financial advisory work, he serves as a paramedic and holds a volunteer position as Vestry Member and Accounting Warden at Washington Memorial Chapel. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships with clients.

Erin Lacey is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has previously worked at Applied Energy Group, US PRO, The Bancorp, and Point to Point Wealth Planning. Outside of her advisory role, Erin is a marketing manager at Kimberlee M. O. LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers algorithm-driven, tax-efficient recommendations tailored to client needs.

Scott Bombeck is a CFP® with 28 years of industry experience and has been with Cambridge Investment Research Advisors since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages a digital content venture titled "Dr Tangent and the Multiverse of Beer and Music" and sponsors an online promotional merchandise store called Acanthus Associates Gear Store. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm supports a variety of investment strategies through its network of independent Financial Professionals and offers both proprietary models and access to unaffiliated strategists.

Mark Hamilton is a financial advisor with Merrill in Wilmington, DE, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, CETERA Advisor Networks, and Diamond State Financial Group. Outside of advising, he serves on the finance committee for The Delaware Contemporary Art Museum and works as a newspaper delivery contractor. Merrill, along 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 a range of individual and institutional clients.

Yrving Navarro Dugarte is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Gemini Brother Inc, as well as academic positions at Universidad de Buenos Aires. Outside of finance, he works as a delivery driver for several companies. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffery Lewis is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 50 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of Congregation Beth Shalom in Wilmington, DE, a position he has held since 2003, and he owns a racehorse that competes at racetrack venues. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, with services designed around advisory capacities and a variety of investment offerings.

Michael Odorisio Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and affiliated entities since 2003, as well as at Citigroup Global Markets from 2006 to 2009. He serves as a board member and finance committee member for Serviam Girls Academy, a nonprofit educational organization in Wilmington, Delaware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Joseph Digregorio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning services that incorporate structured discovery processes and firm-approved tools to model investment outcomes. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Edward Nescio is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes positions at Morgan Stanley, E*TRADE, Fidelity, and BNY Mellon Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a centralized operational structure.