Michael Bitanga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes involvement with Slim's Chance Bulldogs and Slim's Chance Foundation, as well as experience at Bertucci's Italian Restaurant. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Teti is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is an independent contractor with Karr Barth Administrators Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Andrew Wood is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to understand and outline their financial goals, working collaboratively to develop tailored plans that align with their specific situations. Before becoming a Financial Consultant, Andrew held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant III from 2021 to 2023, and Workplace Planning Associate in 2021. He holds a California Insurance License, which supports his work in financial planning and consulting. Andrew's experience at Fidelity reflects a continuous focus on financial planning and client support, leveraging the company's resources to assist clients in pursuing their definitions of financial success.

Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Jill Angstadt Truesdell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since the start of her career in 1993 and is a founding member of The HART Group, one of Delaware's largest financial advisory practices. Jill works extensively with high-net-worth individuals and their families, focusing on personalized wealth management and investment management strategies, including retirement planning, estate services, and tax planning. Jill is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She is also a Personal Investment Advisor (PIA). Jill holds a Bachelor of Science degree in Accounting from the University of Delaware. She lives in Wilmington, Delaware with her husband, Don, and their two children, Trey and Jillian.

Paul Bechly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® and CFA® designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he is involved with Bizybiz LLC, a consulting firm, and serves as an arbitration panel member for FINRA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing firm-approved tools to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Danielle De Vard is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. She has worked at Bank of America, N.A., and held positions at several insurance and financial service firms. Outside of advising, she owns Modern Now Innovations LLC, which licenses a patent for an adjustable needle designed for tailoring clothing. 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, and institutional investors.

Gustavo Gutierrez is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Carlina Fiocchi is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. She holds a Series 66 designation and has recently started her career in financial advising. Prior to joining Equitable Advisors, she was associated with Pats Select and Rowan University, and also held a role at 5 Points Custard. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Talene Brinker is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2018. She has two years of industry experience and previously worked at Brookside Bagels & More and Neumann University. Her activities include serving as a notary through her firm, Brinker Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ernest Repice is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses, with 46 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors. He is also associated with Karr Barth Associates, a private client group focused on client communication. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and advisory models tailored to client risk tolerance and needs.

Charles Cutshall is a financial advisor with Merrill in Wayne, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Merrill since 1997 and Bank of America since 2011. Outside of his advisory work, Cutshall serves as vice president of Love Kidder Township, a social welfare organization focused on environmental wellbeing, and owns a fly fishing guide business where he provides instruction. Merrill, in partnership with Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Michael Antoni is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Gagliardi Insurance Services. Outside of his advisory role, Antoni serves as an assistant hockey coach at Drexel University and acts as a co-trustee of a charitable trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering non-discretionary financial planning and consulting tailored through risk profiling and software-driven analyses.

William Owens is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 17 years of industry experience, including prior work with Axa Advisors, LLC. He is also involved in other business activities under the name Karr Barth Associates. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Paul Gibler is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its predecessor, American Express Financial Advisors Inc., since 1993. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm utilizes internal research, third-party data, and algorithmic tools while operating within a defined investment universe that includes affiliated product offerings.

Waley Zhao is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Zhao held positions at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. Outside of finance, Zhao worked for four years at Niagara University Ice Complex Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Isaac Fendrick is a financial advisor at Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at PGIM Investments LLC and Prudential Investment Management Services LLC. He has also held roles outside of finance, including a position at the Kelley School of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning supported by firm-approved tools and methodologies.

Roberto Calderon is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he serves successful professionals, business owners, and families by helping them navigate financial complexities and make informed wealth management decisions. His approach focuses on enhancing the efficiency of clients' financial lives by identifying opportunities, preventing costly errors, and organizing the various components of their financial landscape. Roberto's expertise covers areas including college education planning, executive and equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Florida International University. Roberto is fluent in English and Spanish. Outside of his professional duties, Roberto enjoys engaging in sports such as tennis, padel, golf, and volleyball, and spends time experimenting with new recipes in the kitchen. He is also involved with The Ability Experience community organization.

Dominick Daniele is a Certified Financial Planner® with 10 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2021. Prior to that, he held positions at Morgan Stanley and Northwestern Mutual Investment Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights.

Carmine Ciccolella is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1994. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Carmine specializes in retirement planning strategies, fixed income portfolio construction, and wealth management for affluent individuals and small business owners. His approach emphasizes preservation of capital, cash flow, and tailoring recommendations to align with each client’s income and growth objectives. Carmine holds a Bachelor of Science degree from the United States Naval Academy and a Master of Science degree from Golden Gate University. Following his graduation in 1986, he served as a Naval Officer for seven years, gaining experience in financial and logistics responsibilities. His professional focus includes family wealth management, liquidity management, tax minimization, investment planning, and estate transfer strategies. Carmine works closely with a Registered Wealth Management Client Associate to provide comprehensive financial advisory services. Residing in Hockessin, Delaware, Carmine is married with two sons. He is active in his local church and alumni association groups. Outside of work, he enjoys baseball, golfing, reading, and spending time with his family.