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.

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.

Michael Redmond is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Kestra Advisory Services, WFG Investments, and Equity Services. Outside of his advisory role, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services with an investment approach that emphasizes tactical diversification and customized asset allocation.

Sean Merlonghi is a CFP® with 13 years of industry experience. He is currently an advisor at Dakota Wealth, LLC, having joined the firm in 2025. Prior to this, he worked at Lokken Investment Group, LLC for seven years, and also held positions at Wells Fargo Clearing and Edward Jones. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, and charitable organizations. The firm provides customized wealth management and investment services, emphasizing long-term portfolio construction and ongoing due diligence, with a notable role as manager and general partner to private funds and engagement as a sub-adviser to a registered ETF.

Andreas Caruso is a financial advisor at Diversify Wealth Management, LLC, holding a Series 65 credential. He joined the firm in 2025 and is based in Lewes, Delaware. Prior to his advisory role, his background includes multiple periods of full-time education at the University of Delaware and experience in various positions outside the financial industry. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm uses a tactically diversified investment approach across multiple platforms, incorporating mutual funds, equities, fixed income, ETFs, private equity, and alternative strategies, with discretionary and non-discretionary management aligned to clients’ objectives.

Jay Middleton is a ChFC® with 30 years of industry experience. He currently serves as an advisor at Dakota Wealth, LLC and previously worked at Lokken Investment Group, Ocean View Advisory, and One North Wealth Services. Dakota Wealth, LLC provides wealth management and investment advisory services to a diverse clientele including individuals, trusts, foundations, retirement plans, charitable organizations, and businesses. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and emphasizes ongoing oversight and due diligence.

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.

Carrie Ruark is a Series 65-licensed advisor at Dakota Wealth, LLC with 19 years of industry experience. She worked at Lokken Investment Group, LLC for 17 years prior to joining Dakota Wealth. Ms. Ruark is currently dually registered with both firms on a temporary and transitional basis. Dakota Wealth serves a diverse client base including individuals, trusts, retirement plans, and business enterprises. The firm offers customized, primarily long-term portfolio management using a range of investment vehicles, and is notable for its active management of private funds and sub-advisory role to a registered ETF.

Laura Balback is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Diversify Advisory Services, LLC and has previously worked at firms including Creative Wealth Management, LLC and CWM Advisory, LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach emphasizes tactical diversification and customized asset allocation, offering a range of portfolio management and consulting services tailored to client goals.

Megan Stack is a financial advisor at CoreCap Advisors with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes a significant tenure at Fidelity Investments and roles at Fidelity Personal and Workplace Advisors before joining CoreCap Advisors. CoreCap Advisors serves individual investors, including high-net-worth and accredited clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a long-term, relationship-oriented investment approach.

Jessica Bimonte is a CFP® with six years of industry experience, currently serving as an advisor at Dakota Wealth, LLC since 2025. She previously worked at Lokken Investment Group, LLC for seven years and has experience with equine businesses including Leg Up Stables and Millington Stables. During a transitional period, she maintained dual registration with both Dakota Wealth and Lokken Investment Group, which are unaffiliated firms. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of services such as wealth management, investment management, financial planning, and retirement plan advisory, with a focus on customized, primarily long-term portfolios using a variety of investment vehicles and active involvement in private funds and a registered ETF.

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.

Eddie Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Diversify Wealth Management, DFPG Investments, Kestra Advisory, WFG Advisors, and National Life of Vermont. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, using a tactical diversification approach tailored to client goals, time horizons, and risk tolerance.

Garrett Hudson is a financial advisor at Dakota Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at State Farm Investment Management. Outside of his advisory role, Hudson is involved as an agent employee with Billy J Reese III's Insurance Agency. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm offers customized wealth management and investment services, emphasizing long-term portfolio construction with ongoing oversight and due diligence.

Evan Hine is a CFP® with four years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, he held roles at Lokken Investment Group, Merrill Lynch, and several other financial services firms. He was also employed at Indian River Seafood Company and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, and charitable organizations. The firm offers customized wealth management and investment services, emphasizing discretionary portfolio management and active roles in private funds and registered ETFs.

David Ali Jr. is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including SEI Private Trust Company and Kestra Advisory Services, LLC. Before entering financial services, he was involved with Fusion Gyms for one year. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, and family office services. The firm employs a tactical diversification approach with individualized asset allocation and provides a variety of investment strategies and flexible fee arrangements.

Charles Campbell is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Diversify Wealth Management, DFPG Investments, Key Advisors Group, and Walton Corporation. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Joseph Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at DFPG Investments, Kestra Advisory, Kestra Investment Services, WFG Investments Inc, and Equity Services, Inc. He is based in Lewes, Delaware. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of investment models and access to alternative strategies, along with flexible fee structures for planning and consulting services.

Eliot Howell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes roles at LPL Financial LLC, Wells Fargo Advisors Financial Network LLC, and Citigroup Global Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Benjamin Schropp is a financial advisor with PNC Wealth Management in Lewes, Delaware, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and JP Morgan Chase, as well as service with the Delaware Air National Guard. Outside of his advisory work, he is an owner of a rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic questionnaires to guide investment strategy selection and employs mutual funds and ETFs with annual rebalancing.

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.

Dawn Dupre is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Janney in 2020, she worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2013 to 2020. She serves on the boards of her local homeowner's association and a country club in Rehoboth Beach, Delaware. 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 diverse client base through brokerage services, financial planning, consulting, and various advisory programs, combining in-house portfolio management with third-party managers and offering trustee and custody services.

Jose Echeverri is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Delaware State University and Swan Financial Group, where he serves as president of an insurance agency. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and multiple investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Gyamfi Kwarteng is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, Edward Jones, and HSBC Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Susan Damask is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Janney Montgomery Scott and previously worked at Merrill for over a decade. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers a wide range of brokerage, financial planning, and advisory services supported by centralized portfolio management and custody capabilities.

Melanie Di Girolomo is a Series 66 licensed financial advisor at Janney Montgomery Scott with five years of industry experience. She has held multiple roles within Janney since 2018 and previously worked in roles outside the financial sector. Melanie serves as a committee member for Delaware Veterans Inc. Post #2 in Dover, DE, participating in monthly meetings focused on volunteering and event planning. 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 client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Amy Gibson is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She joined Janney in 2024 after a 33-year tenure at Merrill. She holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Ronald Miller is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 20 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held positions at Bank of America and Merrill. 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 client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Oliver Beck is a CFP® and holds the Series 66 designation with 10 years of industry experience. He currently works at Janney Montgomery Scott, where he has been employed since 2019. His prior experience includes roles at Bank of America and Merrill. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Granville Trey Hastings is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 26 years of industry experience. He has worked at Janney Montgomery Scott since 2019, following previous roles at Bank of America and Merrill. Outside of his advisory work, he has a small-scale non-investment-related landlord activity in Lewes, Delaware. 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 and offers brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Megan Dupre Keating is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Keating serves on the Board of Governors for Waynesborough Country Club in Paoli, PA, contributing to the club’s strategic direction and policy development. 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 diverse client base through brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

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.

Bradley Travis Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 18 years working at PNC and PNC Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and utilizes technology tools for operational and research support, overseeing over $819 billion in discretionary assets and more than 22,800 advisors.

John Simeone is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial in Lewes, DE. He has worked at Raymond James Financial since 2009 and has held positions at Specific Solutions and Fulton Bank. Simeone is also employed as a financial advisor with Fulton Financial Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Travis Olszewski is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Wealthvest, The Leaders Group Inc, and LPL Financial. Outside of his advisory work, he is a member of the Lewes Chamber of Commerce and Rotary International. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

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.

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.

Lorraine Harrod is a financial advisor with LPL Financial in Lewes, Delaware, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at PNC Investments and PNC Bank from 2012 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a broad array of advisory and brokerage services, offering both proprietary and third-party investment strategies.

Christopher Mukoda is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at PNC Wealth Management and PNC Investments LLC for a combined 24 years before joining LPL Financial in 2023. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Derek Clifton is a financial advisor with Edward Jones in Lewes, Delaware, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Clifton serves as president of Reynolds Cemetery in Milton, Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

David Crouse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include two decades at PNC Investments and two years at J.J.B. Hilliard, W.L. Lyons, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Keetley III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His work history includes roles at Fulton Bank, N.A., Raymond James Financial Services Advisors, Inc., and PNC Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting methods that utilize risk profiling and analytical modeling, supporting client implementation through various advisory programs while maintaining specialized municipal and public-finance services.

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.