Michael Schneider is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and 35 years of industry experience. He worked at PNC Investments for 14 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options and advanced operational tools.

Jeffrey Bohus is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eamon Scanlon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Precision Wealth Partners, North American Benefits Company, and educational positions at Penncrest High School and Springton Lake Middle School. Mass Mutual 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, utilizing technology such as Monte Carlo simulations and automated asset-allocation tools to support investment strategy recommendations.

Richard Murray is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He has been involved in the financial services industry since 1997. Richard focuses on clients' goals by offering financial strategies tailored to high net-worth individuals and business owners. He employs a disciplined wealth management process that considers each client's risk tolerance, time horizon, liquidity needs, and overall investment goals to help them pursue their objectives. Richard holds a Bachelor of Science degree in Business Management with a concentration in Finance from Saint Francis University in Loretto, Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and a Personal Investment Advisor (PIA). His professional affiliations include membership in the CFP Board, Screen Actors Guild, and AFTRA. He is actively involved in the American Heart Association, dedicating time to volunteering and raising awareness about heart disease. Richard resides in Wilmington, Delaware, and has two children, Colin and Abby.

Alison Young Johnson is a financial advisor at Ameriprise with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver annual, non-discretionary retirement recommendations, supported by a centralized consulting team.

Douglas Rothenberger is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Ascensus and KeyBank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service aimed at clients approaching or in retirement, providing tailored retirement-income planning and ongoing advice based on proprietary research and third-party data.

Christine Gallo is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including TIAA-CREF, JPMorgan Chase Bank, and Capital One Investing. Outside of her advisory role, she is involved in delivery services such as Amazon Flex and DoorDash as a contractor. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Frank Alteri is a financial advisor with Wells Fargo Clearing in Newark, DE, holding a Series 63 designation and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christian Robinson is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and previously worked at Roman Financial Group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships, utilizing proprietary software to analyze client goals and deliver written recommendations.

Ryan Maguire is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Ryan’s background includes four years of education at Saint Joseph’s University. 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 emphasizes annual, collaborative financial planning relationships using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

William Mc Allister is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 credentials. In addition to his advisory role, he is a partial owner of a local retail cigar lounge and serves as president of a transportation company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions.

Peter Blauert is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Blauert is also licensed as an insurance agent for individual and group life, health, and supplemental Medicare plans. MassMutual 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 utilizes firm-approved software tools and offers a range of planning programs, including recently added divorce planning services.

William Lundstrom is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at M&T Securities and twelve years at Wilmington Brokerage Services Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with various financial services and oversight of over $819 billion in discretionary assets.

Dawson Muth is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at MML Investors Services and MassMutual Life Insurance Co. Outside of finance, he has worked as a caddy at Applebrook Golf Club for over ten years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with a written recommendation report and ongoing advice.

Marcus Lucchese is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at JPMorgan Chase Bank, Citizens Securities, Santander Securities, and PNC Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized investment products and services.

Mark Fuessinger is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is a part owner of an inherited family rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved software for goal analysis and offering collaborative, annual planning engagements.

Kevin Phillips is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at New York Life, NYLIFE Securities, and his own advisory firm, Kevin Phillips LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has held roles at The Haverford School and Widener University Delaware School of Law, where she serves as an adjunct professor teaching online courses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm develops customized recommendations using proprietary research and tools, with clients choosing whether and how to implement these through various brokerage or advisory programs.

Kyle Cleary is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation. He has 19 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, Cleary maintains an insurance agent position focused on individual and group life, property and casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring client relationships through annual collaborative planning engagements.

Trent Leupold is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 17 years of experience in the industry. He previously worked at MetLife Securities Inc. before joining MassMutual and has been involved in individual and group life and health insurance as well as life settlements. 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, with a focus on collaborative planning using proprietary software tools.