Deena Mills is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2012 in various capacities and also taught group exercise classes at Pure Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradford Donovan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with executives, families, and business owners to implement wealth management strategies tailored to their financial goals across various life stages, including retirement and wealth transfer. Bradford employs a consultative approach alongside the Merrill Goals-Based Wealth Management process to develop personalized financial plans that reflect each client’s unique objectives and risk tolerance. With over 25 years of business experience, including more than a decade as a business owner, Bradford brings practical insight into the financial and time demands faced by business owners. This background enables him to integrate business performance considerations and commercial banking resources into comprehensive personal wealth plans. His client services include divorce transition planning, education planning, executive compensation, family wealth management strategies, liquidity management, and tax minimization, among others. Bradford holds a Bachelor of Science in Business and Economics with a double major in Accounting and Finance from Lehigh University. He earned his MBA with concentrations in Finance and Marketing from the Kellogg School of Management at Northwestern University. In addition, he has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Bradford’s personal interests include biking, cooking, football, reading, running, spending time with his family, and traveling.

Mark Engberg is a CFP® professional with 26 years of industry experience. He has been with Charles Schwab since 2018 and previously worked at Cetera Advisors LLC for five years. He volunteers with Easter Seals of Delaware and Maryland's Eastern Shore, assisting with fundraising and program development. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

David Draper is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior work includes nine years at Waddell & Reed, Inc., and experience with New England Securities. Draper has also been involved in non-variable insurance activities. 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 a range of financial planning and asset management solutions, utilizing a large network of advisors and advanced research tools.

Conor Murphy is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previous experience at Continuum PMC, North Highland, and Ansonia Partners. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

C Tingle is a financial advisor with Morgan Stanley possessing 31 years of industry experience. Their tenure at Morgan Stanley and its affiliates began in 2007 and continues to the present. Outside of advising, C Tingle manages an ocean-view rental property in Delaware. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, employing structured financial planning tools and offering services through Financial Advisors and the Estate Planning Strategies Group.

Jeffrey Tidwell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients as a financial advisor since 2013 and joined Merrill Lynch Wealth Management in 2022. Jeffrey works with families and business owners to assist them in making educated financial decisions by evaluating each client's financial situation and offering tailored recommendations for asset allocation aligned with their risk tolerance, goals, and objectives. He holds a Bachelor's Degree from the University of Mary Washington and has earned the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Jeffrey is an avid sports fan who enjoys attending his children's events and playing golf. He is also active in youth sports organizations and contributes to his local community.

Kyle Ricker is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in helping families make informed financial decisions. He joined Merrill Lynch in 2012 and uses a disciplined, goals-based wealth management process to assist clients in building and preserving their wealth for current and future generations. Kyle's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. As a CERTIFIED FINANCIAL PLANNER (CFP) practitioner, Kyle takes time to understand each client's unique financial situation and concerns. He provides recommendations tailored to align with clients' risk tolerance, goals, and objectives, with considerations that extend to estate planning, investments, and tax strategies. Kyle holds the Accredited Estate Planner (AEP) and Personal Investment Advisor (PIA) designations and earned his Bachelor's degree from the University of Delaware. Outside of his professional work, Kyle enjoys adventure sports, reading, running, and spending time with his family. He and his wife are active in their community, coaching youth sports and volunteering with organizations such as Clothing Our Kids and The American Cancer Society. Kyle is also involved with the Beebe HealthCare Charitable Gift Planning Advisory Council, Bethany-Fenwick Area Chamber of Commerce, Clothing Our Kids, and Southern Delaware Estate Planning Council.

Megan Hocker is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2021. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Brennan is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations to model financial outcomes.

Joseph Schroen is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC since 2013. Schroen is also the owner and president of CFS Tax Solutions, a tax and Medicare consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and various program structures.

Karynne Antol serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides a range of financial services including investment and portfolio management, tax minimization strategies, estate and wealth transfer planning, college education planning, retirement income planning, and advisory services tailored for corporate executives, small businesses, and non-profit organizations. The approach emphasizes guiding clients through both short-term and long-term financial needs with a disciplined, coordinated strategy aimed at helping clients preserve and grow their assets. The advisor draws on more than three decades of experience in the financial services industry and utilizes the resources of Merrill Lynch to address the unique circumstances of each client. Karynne’s educational background includes a bachelor's degree from San Diego State University, and she holds the Personal Investment Advisor (PIA) designation. She has been actively involved in community organizations such as the Foundation of La Jolla High School.