William Sherry Jr. is a financial advisor with Merrill and holds a Series 66 credential. He has 15 years of industry experience and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he serves as chair of the church council at Hockessin United Methodist Church and is a director of the University of Delaware Hockey Alumni Association, both nonprofit organizations. 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, institutions, and charitable organizations.

Henry Han is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including Equitable Advisors, Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and oversees the investment process and analysis. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models and investment products, providing ERISA fiduciary services through credentialed representatives.

Christopher Montich is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Metlife Securities Co. He serves as co-trustee for a life insurance trust established for his grandchildren and is a board member of the Upper Merion Township Board of Community Assistance, where he evaluates and awards community grants. Mass Mutual Investors Services 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, annual planning engagements with firm-approved software tools to analyze client goals and offers a range of programs including investment management and educational seminars.

Michael Bacchini is a financial advisor with Ameriprise in Glenmoore, PA, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at AXA Advisors from 2006 to 2017 before joining Ameriprise Financial Services and then Ameriprise. Outside of his advisory role, he owns OBH Enterprises LLC, a manufacturing and distribution business, and serves on the board of Fiorenza's Food For Friends, a community organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Cody Hutkin is a Financial Consultant currently working with Fidelity Investments since 2025. In this role, he focuses on understanding the priorities of clients and developing financial plans aligned with their goals and preferences to provide peace of mind and confidence in their financial future. Prior to his current position, Cody held multiple roles at Fidelity Investments, including Investment Consultant from 2024 to 2025 and Investment Solutions Representative II from 2022 to 2024. In addition to his work at Fidelity, Cody has served as a Captain and Financial Management Officer in the U.S. Army since 2018. He also gained experience as a Financial Advisor with Civic Financial - Northwestern Mutual from 2018 to 2021. Outside of his professional career, Cody has interests in fitness, food, music, outdoor adventures, and surfing.

James Whisman Jr. is a CFP® professional with over 22 years of experience, currently serving at Cetera since 2023, and previously with Cetera Wealth Services and Wharton Management Group. He also operates a CPA practice focused on tax preparation and planning and serves as an educator for local nonprofit organizations related to natural history and Swedish settlements in Delaware. Additionally, he holds a treasurer position with the City of New Castle. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with diverse program options and over $256 billion in assets under management.

Donald R. McLamb, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in February 2018 and brings over 25 years of financial industry experience to his role. Donald focuses on connecting all aspects of clients' financial lives to develop personalized approaches that help achieve their goals. His areas of expertise include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. He holds the Professional Investment Advisor (PIA) designation. Donald graduated in 1996 from the University of Delaware with a Bachelor of Science degree in Accounting. He has been a licensed CPA since 2001 and is a member of the Delaware Society of CPAs and the American Institute of CPAs. He has served as the Chair of the Board for the Delaware Society of CPAs and is currently active in these professional organizations. In addition to his professional work, Donald volunteers as a member of the Board of Directors for the Delaware Military Academy, where he serves as Treasurer, and for The Delaware State Fair, where he chairs the Finance and Budget Committee. He resides in Bear, Delaware with his wife, Tracy, and their two daughters. They enjoy spending time together at the Delaware beaches. Donald does not provide tax advice in his role at Merrill.

Benjamin Mobley is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was employed at PNC Bank and PNC Investments from 2014 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Maginnis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at OneMain Financial and Bergeys Inc, where he also performed manual labor on weekends. He served six years with the Pennsylvania Army National Guard. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Emily Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at the University of Pennsylvania and Drexel University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Callahan Rafferty is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to his current role, he held positions at Fidelity Investments as an Investment Consultant from 2023 to 2024 and as a Planning Consultant from 2021 to 2023. Before joining Fidelity, Rafferty worked as an Assistant Vice President Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and as a Client Contact Specialist at First Command Financial Services from 2016 to 2017. Throughout his career, Rafferty has focused on developing financial plans aligned with clients' goals, emphasizing the importance of cultivating meaningful, lasting client relationships. His professional experience spans various aspects of financial consulting and investment planning. Rafferty's approach begins with comprehensive planning to ensure that clients' finances are aligned with their individual objectives.

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.

Nikolaus Kilmer is a financial advisor at MassMutual Investors Services with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Northwestern Mutual Wealth Management Company and its affiliates for eight years. Kilmer is based in Radnor, PA. MassMutual Investors Services, LLC 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, focusing on collaborative, goal-driven planning without discretionary investment authority.

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.