Joseph Baczkowski is a financial advisor at Baczkowski & Company, an independent firm where he has served as the sole adviser since 1998. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Sargent & Lundy LLC for 11 years. Baczkowski & Company provides portfolio management and financial advisory services to individual clients, focusing on discretionary management of a small client roster without minimum account balances. The firm uses publicly available research and a mix of securities, mutual funds, and ETFs to tailor diversified portfolios, with investment decisions monitored daily and trades timed using in-house forecasts.

Candice Gilman is a financial advisor at Stirlingshire Investments with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Sofi Wealth LLC, Sofi Securities LLC, Coastal Investment Advisors, Inc., Coastal Equities, Inc., and Capital One Advisors LLC. Gilman also served as a compliance officer and director with Sofi Wealth LLC. Stirlingshire Investments serves individuals, trusts, and other entities, including both non-high-net-worth and high-net-worth clients, offering discretionary portfolio management, financial planning, and IRA rollover advice. The firm employs a variety of analytical methods to construct and manage customized portfolios across a range of investment instruments.

Charles Trakas Jr. is a financial advisor at Brookwood Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Redwood Private Wealth LLC and Virtue Capital Management, LLC. Trakas also owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working with National Gold Consultants. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and performs ongoing monitoring, due diligence, and implementation of various investment instruments.

Daniel Simon is a Series 65 licensed financial advisor with 15 years of industry experience. He is affiliated with Corecap Advisors and also serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning. His focus includes low-risk retirement strategies designed to generate guaranteed income and protect assets for retirees. Corecap Advisors provides discretionary investment and portfolio management services to individuals, high-net-worth clients, self-directed retirement plans, and institutional clients. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options, with access to multiple custodial platforms and third-party asset managers.

Andrew Wood is a financial advisor with CoreCap Advisors in Middletown, Delaware, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Dan White & Associates and CoreCap Advisors since 2016. In addition to his advisory role, Wood is a commission-based insurance agent focused on fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, and bonds.

Ryan Davis is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He previously worked at Hornor Townsend And Kent, Inc. and Penn Mutual Life Insurance Company for 16 years before joining LPL Financial LLC in 2024. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers, and offers financial planning and retirement-plan consulting across various programs.

Eric Janvier is a financial advisor with Good Life Advisors, LLC, based in Middletown, DE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2015. Outside of his advisory role, he is involved with Janvier Estate Management LLC, a real estate rental business. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor asset allocation and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

John Hilmer is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior affiliations include LPL Financial, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Mass Mutual Investors Services, and Metlife Securities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms including LPL, Fidelity, and Schwab.

Justin Obrien is a financial advisor at Root Financial Partners with three years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and First Command Brokerage Services. Prior to his financial career, he served four years in the U.S. Army. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerance, and offers additional specialized strategies and financial education programs.

H Paul Friedman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Maryland Financial Group, LPL Financial, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Mass Mutual Investors Services. He also serves as a nonprofit board member. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.

David Iobst is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifemark Securities Corp. since 2017 and held positions at State Farm VP Management Corp. and State Farm insurance from 2015 to 2016. Outside of his advisory role, he is involved in his community as a Little League Manager and Coach for Canal Little League. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and emphasizes suitability-driven advice tailored through risk assessments.

Brian Ward is a CFA® charterholder with 26 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held positions at Eagle Global Advisors, Carillon Fund Distributors, Inc., and Chartwell Investment Partners, among others. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies with dynamic rebalancing when appropriate.

Denise Devine is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she worked for the City of Dover for nine years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

David Vari is a financial advisor with PNC Wealth Management, holding a Series 66 credential and 17 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend risk-based investment strategies implemented via mutual funds and ETFs.

Kalyan Raman is a financial advisor with Centaurus Financial, Inc. He holds the ChFC® designation, along with Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Centaurus Financial in 2018, he worked at VOYA Financial Advisors from 2014 to 2018. He owns a business focused on the sale of life insurance and fixed annuities and also provides tax preparation services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various arrangements that combine fundamental, technical, bottom-up, and top-down investment analyses.

Patrick Horan is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, KeyBank, Penn Mutual Life Insurance, and Hornor Townsend & Kent Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot that uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Josef Weiser is a financial advisor with PNC Wealth Management in Elkton, MD, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Bank of America, Merrill, The Vanguard Group, and Wells Fargo Bank. Outside of finance, he is starting Pulse Consulting Strategies LLC, a business aimed at providing secret shopper and mock health inspection services to small local restaurants. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and managed model strategies primarily invested in mutual funds and ETFs.

Vincent Criniti is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including high-net-worth individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and various advisory programs.

Matthew Riley is a financial advisor with Centaurus Financial, Inc. in Middletown, Delaware, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Centaurus Financial and Affinity Wealth Management since 2007. Outside of his advisory work, Riley serves as a board member of the Middletown YMCA. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services, employing both discretionary and non-discretionary approaches.

Edward Chapman is a financial advisor with LPL Financial in Newark, Delaware, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2005 and worked previously at Morgan Stanley DW Inc. from 2002 to 2005. Outside of advising, he operates a financial business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial activities.