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.

Benjamin Huber is a CFP® professional at Five Rivers Financial Advisors, LLC with seven years of industry experience. He has been with Five Rivers Financial Advisors since 2011. Five Rivers Financial Advisors manages approximately $52.6 million for a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, time horizons, risk tolerance, and liquidity needs.

Raymond Heidel is a Certified Financial Planner® with 25 years of industry experience. He has been with Five Rivers Financial Advisors, LLC since 1997. The firm manages approximately $52.6 million for individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small business entities, serving both high-net-worth and non-HNW clients. Five Rivers Financial Advisors provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, risk tolerance, and liquidity needs.

Marc Hansen is a CFP® professional at JPL Asset Management and Planning, LLC with 27 years of industry experience. He has been with JPL since 2010. In addition to his advisory role, he is an independent insurance agent specializing in fixed products. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, emphasizing individualized portfolio management.

Christopher Bove is a financial advisor with JPL Asset Management and Planning, LLC in Newark, DE, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. Outside of his advisory role, he is an independent insurance agent selling fixed annuities. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm employs traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, with advisors also active as insurance producers conducting those activities outside firm supervision.

Thomas Larocca is a CFP® and ChFC® with 26 years of industry experience. He has been with JPL Asset Management and Planning, LLC since 2008. Outside of his advisory work, he owns Root Em In Racing LLC, a horse breeding and racing business. JPL Asset Management and Planning serves individual clients, trusts, custodial accounts, and 401(k) participants by providing investment advisory and financial planning services. The firm uses traditional asset-allocation models to build diversified portfolios and manages accounts on a non-discretionary basis, requiring client approval before trades.

Amanda Eimers is a CFP® professional with three years of industry experience, currently serving as an advisor at Fruitful, Inc. She previously worked at Town Capital LLC and Wells Fargo in various roles dating back to 2016. Outside of her financial career, Amanda has experience related to motherhood and entrepreneurship. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management to individual clients through a subscription membership model. The firm focuses on personalized planning and passive, low-cost core allocation strategies primarily using exchange-traded funds and index funds.

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 ChFC® with 17 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has prior experience at LPL Financial LLC, Hornor Townsend And Kent, Inc., and Penn Mutual Life Insurance Company. Great Valley Advisor Group is a multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm supports a large network of advisors and offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting using a mix of in-house strategies and third-party platforms.

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.

Jude Kotarides is a financial advisor at CW Advisors, LLC with 24 years of industry experience. He holds the PFS™ designation and previously worked for Alliant Financial Management, Inc. from 1992 to 2023 before joining Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

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.

Christopher Hardy is a Series 66-credentialed advisor at First Advisors National, LLC with 26 years of industry experience. He has been with First Advisors National since 2019, following prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory work, Hardy serves as an assistant basketball coach for the Maryland Hoopmasters AAU team. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation, largely managing accounts on a discretionary basis through third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

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.

Ronald Hammons is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Founders Financial Securities since 2011. Outside of his advisory role, Hammons provides business consulting services focused on ownership guidance, efficiency improvement, and exit planning for business owners. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.