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.

Joseph Baker is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Ballast Financial Advisors, LLC, where he has worked since 2019 and serves as Managing Member and Chief Compliance Officer. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Origin Financial. Baker is also the owner of a CPA firm, Ballast & Associates, LLC, which provides tax advisory services. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and occasionally third-party managers to implement individualized portfolios.

Mark May is a CFP® with two years of industry experience, currently serving as a financial advisor at Ballast Financial Advisors, LLC. His prior experience includes roles at JP Morgan Chase & Co. and various positions outside finance. He serves on the board of directors for People's Place, a nonprofit addressing social and mental health needs in Delaware. Ballast Financial Advisors, LLC serves individual and high-net-worth clients as well as trusts, pension/profit-sharing plans, and corporate clients. The firm offers asset management, standalone financial planning, and retirement plan consulting, employing a mix of analytical methods and occasionally using third-party money managers to implement client strategies.

Ricardo Cortes Avalos is a Series 66-licensed advisor with four years of industry experience, currently with PNC Wealth Management. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account accessible via an employee-only pilot that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Joseph Bataille is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior experience includes roles at Bankers Life and World Relief Corporation. Outside of his advisory work, he serves as an insurance agent providing a range of Medicare and health insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Linda Premo is a financial advisor at GWN Securities Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp. and CCF Investments, Inc. Outside of her advisory role, she is involved as a writing agent and independent contractor with New Directions Financial Group, providing insurance services to clients with specific coverage needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts.

Herley Gaston is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Crowe LLC and has experience in education as a substitute teacher in the Seaford School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based analyses and comprehensive planning across various financial topics without discretionary trading authority.

Erin Winner is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Element Wealth Planning and Edward Jones. 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 various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Conor Williams is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Pacer Financial Inc and Pacer ETFS. Outside of his advisory work, he has been involved in entrepreneurial activities with Gidget's Gadgets since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Andrew Casertano is a financial professional at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Life Insurance and New York Life Insurance. Casertano is also an author of a book titled "The Game of Wealth." Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform that allows advisors to customize investment strategies across various program structures and custodial relationships.

John Rittenhouse is a financial advisor with Edward Jones in Seaford, DE, holding a Series 66 license and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as a trustee for Harvest Christian Church and is the author of "The Blue Collar Exec," a faith-based self-help book, through which he also engages in motivational speaking and coaching. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Melinda Tingle is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Outside of her advisory role, she teaches a college finance course on investments, serves as a board member of the Laurel Redevelopment Corporation, acts as president of the Good Samaritan Aid Organization, and is an advisory board member for the Carl M Freeman Foundation Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Leesa Mereider is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021, with prior experience at M&T Securities dating back to 2011. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Glenn Sweeten Jr. is a CFP® certificant with 12 years of industry experience, currently with LPL Financial since 2024. He was previously an advisor at Edward Jones for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Amanda Lee is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2008, including a recent role beginning in 2026. Outside of her advisory work, she serves as the board secretary for the Laurel Redevelopment Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Gerald Peden Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Raymond James Financial since 2008 and has held roles at Fulton Financial Advisors and Delaware National Bank. He serves on the Finance/Investment Committee for the Indian River School District. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Joseph Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments LLC and David Lerner Associates. He is also involved with Garner Group Financial, LLC, an insurance-related business. 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 advisers. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Alexander Matthews is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has been with Edward Jones since 2015, including his current role since 2026. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eugene Garner is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at David Lerner Associates for 18 years, followed by Grove Point Advisors LLC and Grove Point Investments LLC. He is also involved in Garner Group Financial.com, a non-variable insurance-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management options supported by in-house and third-party research.

Bonnie Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2024. She previously worked at Edward Jones from 2016 to 2024. Outside of financial services, she owns and operates Sweetn Treats, a sole proprietorship established in 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, corporations, and charities. The firm provides financial planning, various advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Alison Tingle is a financial advisor with Edward Jones in Laurel, Delaware, holding the ChFC® and Series 66 designations and possessing 11 years of industry experience. She has been with Edward Jones continuously since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Charmaine Davis is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Bank of America, Merrill, and BB&T. In addition to her advisory role, she is involved in independent insurance brokering and serves as an associate advisor with Guardian Advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robin Scarborough is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history with M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Parker is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for nine years and The Insurance Market Inc for another nine years. Outside of his advisory role, Parker serves as a football official for the Del Mar VA Football Officials Association and is a board member of the Western Sussex Chamber of Commerce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio approach that incorporates asset allocation tools, risk tolerance assessments, and both discretionary and non-discretionary management options.

Roger Martinson is a financial advisor with Edward Jones in Delmar, Delaware, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director of the Greater Delmar Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Eric Johnston is a CFP® with 32 years of experience and is currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and owns Infocus Financial Advisors Inc. Outside of his advisory role, Johnston teaches classes on retirement planning, Social Security, and investments through the Delaware Financial Literacy Institute and serves on several nonprofit boards and committees focused on community leadership and fundraising. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Katy Cleary is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with M&T Securities and M&T Bank since 2012. Outside of her advisory role, she is a distributor for Young Living Essential Oils. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, advisory programs, and retirement plan consulting, supported by research and model portfolios.