Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.

Paul Jones is a financial advisor at Great Ocean Road Financial with 14 years of industry experience. He holds the PFS™ designation as well as the Series 63 and Series 65 licenses. Prior to founding Great Ocean Road Financial, he worked at Watchtower Wealth Management and held roles in both the public and private sectors. In addition to his advisory work, he is the owner and sole proprietor of Jones Accounting Company, an accounting and tax preparation practice. Great Ocean Road Financial is an independent advisory firm that provides investment management, financial planning, and retirement plan consulting to individual investors and plan sponsors. The firm offers tailored portfolios based on client goals and risk tolerances, utilizing a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory.

John Rothe is the sole advisor at ARTAIS Capital Management, LLC in Lewes, Delaware, holding Series 63 and Series 65 registrations with 24 years of industry experience. He has worked at ARTAIS Capital Management since 2006. ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals, including high net worth clients, corporate entities, trusts, estates, and charitable organizations. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and offers both research-driven model portfolios and individualized management, with a notable emphasis on non-discretionary assets and serving institutional-type clients alongside individual households.

Eric Stone is a CFP® with 17 years of industry experience and is the sole advisor at ECT Advisory, LLC. He has worked at ECT Financial since 2010. Outside of his advisory role, he is also involved in selling group insurance. ECT Advisory, LLC provides investment management, financial planning, and retirement plan consulting to individuals, estates, trusts, charitable organizations, and corporate pension and profit-sharing plans. The firm employs an asset-allocation approach using actively managed mutual funds, index funds, stocks, and bonds, and offers vendor due diligence and performance monitoring for retirement plans.

Kirsten Lopez is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Metz Capital Management LLC since 2024 and previously was employed at Merrill for 11 years. Metz Capital Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary investment supervisory services alongside financial, estate, business, and educational planning. The firm focuses on diversified portfolios primarily invested in no-load mutual funds, bonds, equities, and ETFs, with an investment process that emphasizes portfolio diversification, periodic rebalancing, and risk-adjusted analysis.

Andrew Metz is the principal of Metz Capital Management LLC in Lewes, Delaware, with 26 years of industry experience. He holds a Series 65 designation and has led his firm since its founding in 1999. Metz Capital Management provides discretionary investment supervisory services and fee-based financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $86 million in client assets, offering portfolio management and comprehensive planning with a focus on diversified allocations primarily using no-load mutual funds, ETFs, individual equities, and fixed income securities.

Arjun Goel is a financial advisor at Cagr Finance LLC with a Series 65 credential and one year of industry experience. He previously worked at Evolution Finance Inc. for eight years and has experience at Smith School of Business. Cagr Finance LLC is an SEC-registered investment adviser that provides discretionary, model-based asset management exclusively through an interactive web platform and automated trading. The firm combines fundamental, value-oriented analysis with proprietary ratings and algorithm-driven portfolio management, serving individual and high-net-worth investors via a digital-only delivery model.

Douglas Root is a financial advisor at Clarity Financial Advisors LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Pruco Securities LLC. Outside of his advisory role, he has served as IT manager and administrator at Greenwood Mennonite School and has worked as a delivery driver for ChoiceBooks. Clarity Financial Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes customized, long-term portfolios supported by in-house analysis and utilizes third-party platforms and sub-advisers as needed.

James Stark is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and 43 years of industry experience. He has previously worked at JB Stark Financial, LLC, OneAscent Financial Services LLC, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across multiple advisory representatives. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad network of affiliated entities and third-party providers.

Holly Smith is a financial advisor at Capitol Securities Management, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Capitol Securities Management since 2008. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.

Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at LPL Financial from 2018 and Wells Fargo Advisors Financial Network LLC from 2008. Howell provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Eric Heishman is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equity Services since 2018. Prior to that, he was with National Life Group and MML Investors Services/MassMutual. Outside of his advisory role, Heishman serves as president of NAIFA Delaware, acts as a deacon at First Baptist Church of Milford, and has teaching and bus driving roles at Milford Christian School. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm uses multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary investment programs.

Jose Echeverri is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Swan Financial Group, Inc. as president and agent of an insurance agency since 2001. He also worked at Delaware State University from 2018 to 2022. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services such as discretionary asset management, financial planning, and plan consulting.

Marvin Snyder Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes time at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Janney Montgomery Scott in 2017. 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 diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Brianna Felts is a financial advisor with First Command Advisory Services in Dover, DE, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with First Command since 2015 and also owns Bri Marie LLC, a business entity established to operate her advisory activities. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Miguel Angel Lopez is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners entities since 2018, as well as prior positions at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Alexandra Olah is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. She has served as a volunteer attorney at Delaware Law School and previously worked with the State of Delaware’s Division of Substance Abuse and Mental Health. Olah also owns Olah Corp, which supports her advisory business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized investment management team to design and manage model portfolios with discretionary authority under an investment management agreement.

Kimberly Provo is a financial advisor at First Command Advisory Services with 25 years of experience in the industry. She holds Series 63 and Series 65 credentials and has been with First Command since 2001. Outside of financial advising, she owns and operates a salon business and manages leasing suites through a separate enterprise. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Edward Deverell is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with SPC and Sigma Financial, having previously worked at Park Avenue Securities, Guardian Life Insurance, and ProEquities. Outside of his advisory work, he operates Edward Deverell Photography, focusing on portrait and wedding photography. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment solutions.

Paul Gordon is a CFP® and ChFC® with 13 years of industry experience. He has worked at TIAA since 2017 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, he serves as interim office manager for The Maryland Institute for Pelvic Neuroscience. He is with TIAA-CREF Individual & Institutional Services, LLC, which provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm separates point-in-time planning from ongoing account management and acts as adviser to a donor-advised fund.

Gina Katrinak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining LPL in 2025, she spent a decade at Cetera and has been associated with Utilities Employees Credit Union since 2008, working as a Wealth Management Coordinator. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Paul Contreri is a CFP® professional with 45 years of industry experience, currently affiliated with Cetera since 2023. He previously worked with Cetera Wealth Services, LLC for 13 years. Outside of financial advising, he volunteers at a homeless shelter and provides occasional tax return preparation services for friends and family. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Bryan Hendricks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Anne Johns is a financial advisor with Thrivent Investment Management in Milton, DE, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning topics. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under separate but consolidated billing arrangements.

Gregory Kearney is a CFP® with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes roles at LPL Financial and Webster Investment Services Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Christopher Theis is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked previously at Guardian Advisors, LLC, Commonwealth Financial Network, Big Investment Services, and Wells Fargo Advisors Financial Network LLC. He serves as treasurer on the board of Delmarva Christian Schools and the Rivers End Property Owners Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lee Gottlieb is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is involved in the sales and marketing of fixed individual and group health insurance products through Hafetz and Associates. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Alfonso Troianello III is a financial advisor with Morgan Stanley in Lewes, Delaware, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. He has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and broad investment offerings.

Patrick Lawrence is a financial advisor with Equitable Advisors in Lewes, Delaware, holding a Series 66 license and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, he serves as a board member supporting investment due diligence for PST Advisors and acts as executor of his father's estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Christopher Vonlindenberg is a financial advisor with OSAIC in Lewes, DE, holding CFP® and ChFC® designations and 24 years of industry experience. His prior work includes roles at Woodbury Financial Services and Questar Capital Corporation. Vonlindenberg is also the owner and CEO of Lindenberg Financial, Inc., which provides fixed insurance sales and services, and he serves as vice president on the board of the Lewes Harbor Marina Co-op. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisers and platforms. The firm utilizes advanced asset-allocation tools and third-party solutions to manage portfolios across various investment vehicles.

Elizabeth Ridings is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James Financial Services since 2004 and with Raymond James Financial since 2009. Outside of her advisory role, she serves as President of BMB, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling and offers unique services like municipal advisory support and a SIMPLE IRA Employer Advisory program.

Katherine Jones is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Jones also serves as a notary in the state of Delaware. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management options.

Joseph Calandra is a CFP® with 33 years of industry experience, currently affiliated with LPL Financial. He has a long history in the financial services industry, including roles at Cadaret, Grant & Co., Inc., and operating Calandra Financial Services since 2007. He is also an accredited tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by proprietary and third-party research.

Sharon Lenzi is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Peter Shelp is a CFP® and ChFC® with 38 years of industry experience. He is currently with Ameriprise Financial Services LLC and previously worked at Janney Montgomery Scott for 28 years. He is co-owner of Premier Planning Wealth Advisors and serves as treasurer on the board of Lewes Crossings HOA. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Kathleen Ryan is a CFP®-certified financial advisor with 29 years of industry experience. She is currently affiliated with OSAIC and Lindenberg Financial and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and KMR Financial Network. Ryan serves as treasurer of a condominium association, overseeing financial reviews and board activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing advanced portfolio construction tools and third-party platforms to provide tailored investment solutions.

Robert Guarino is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cetera network since 2024 and is also the owner of SaproTerra Distributors, LLC, where he partners to place products with retail outlets. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Kristen Jones is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. before joining OSAIC Wealth Inc. in 2025. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with a variety of investments on both discretionary and non-discretionary bases.

Michael Johnson is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lindenberg Financial Services, Woodbury Financial Services, and Questar Asset Management. Outside of advisory roles, he is president and owner of Peninsula Financial Group, a tax preparation and planning business. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of investment options and third-party manager access. The firm employs asset-allocation tools and supports both discretionary and non-discretionary account management.

David Draper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Waddell & Reed, Inc. for nine years and served in a leadership role at the Lewes Crossing Property Owners Association. In addition to his advisory work, Draper is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

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.