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 with Cagr Finance LLC, holding a Series 65 designation and over eight years of industry experience. He previously worked at Evolution Finance Inc. and the Smith School of Business before joining Cagr Finance. Cagr Finance LLC is a newly registered SEC investment adviser that provides automated, discretionary asset management and standalone research tools through an interactive website. The firm serves individual and high-net-worth investors by offering model portfolios and portfolio integration tools, using a long-term, value-oriented investment approach implemented through proprietary quantitative and fundamental models.

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.

Shane Scott is a financial advisor at Turner Financial Group, Inc. in Lewes, DE, holding a Series 65 designation with five years of industry experience. His prior work includes roles at SGL Financial, LLC and Oxley Capital Management, LLC, as well as involvement with This and That Supplies LLC. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, sub-advisory referrals, and a range of planning-focused engagements.

Ryan Filiaggi is a financial advisor at Turner Financial Group, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IP Financial Advisory Services LLC and Newbridge Securities Corporation. Filiaggi is also a licensed insurance agent in Delaware. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets for about 500 clients through a team of eight advisors, using model-based allocations and a combination of fundamental, technical, and cyclical analysis.

Michael Redmond is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Wfg Investments Inc. Outside of his advisory work, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, incorporating a wide range of investment instruments and strategies.

Sean Merlonghi is a CFP® with 12 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. He has previously worked with Lokken Investment Group, LLC and Wells Fargo Clearing Services, LLC. Mr. Merlonghi is dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm employs diversified, customized portfolio strategies using a range of investment vehicles and combines multiple research approaches while providing oversight of independent managers.

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 financial advisor with Dakota Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Lokken Investment Group, LLC, Ocean View Advisory LLC, and One North Wealth Services, LLC. Mr. Middleton is currently dually registered with Dakota Wealth and Lokken Investment Group on a temporary basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm offers customized portfolio construction using diversified allocations across multiple asset classes, combining fundamental and technical research, and manages various investment vehicles including registered mutual funds and ETFs.

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 financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds a Series 65 designation and previously worked at Lokken Investment Group, LLC. Ms. Ruark is currently dually registered with both Dakota Wealth, LLC and Lokken Investment Group, LLC on a temporary and transitional basis. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process combining fundamental, technical, cyclical, and charting analysis. Dakota Wealth also serves as an investment manager to a registered mutual fund, acts as sub-adviser to an ETF, manages private funds, and accepts investment company clients.

Laura Balback is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at DFPG Investments, LLC, CWM Advisory, LLC, Scf Investment Advisors, Inc, and Creative Wealth Management, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

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. She currently serves as an investment advisor representative at Dakota Wealth, LLC and is also dually registered with Lokken Investment Group, LLC. Her prior work includes positions at Lokken Investment Group and stables management roles at Leg Up Stables and Millington Stables. 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 and active management of private funds and registered ETFs.

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 at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at DFPG Investments, LLC, Kestra Advisory Services, LLC, WFG Advisors, and National Life of Vermont. 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 employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Garrett Hudson is a financial advisor at Dakota Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Dakota Wealth in 2026, he worked at State Farm Investment Management for four years and has experience in various roles including builder and agricultural company positions. 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 with an emphasis on long-term portfolio construction and ongoing oversight, including active management roles in private funds and advisory services for registered investment companies.

Evan Hine is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is currently with Dakota Wealth, LLC and also maintains a dual registration with Lokken Investment Group, LLC. Prior to his advisory roles, he held positions in various financial firms and worked in education at Mount St. Mary's University and Waynesboro Area Senior High School. Dakota Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, and other entities. The firm employs a diversified investment approach using a range of asset classes and also serves as an investment manager to a registered mutual fund and sub-adviser to an ETF.

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 DFPG Investments, LLC, Kestra Advisory Services, LLC, SEI Private Trust Company, and Fusion Gyms. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, employing a tactical diversification approach with customized asset allocation to meet client goals and risk tolerance.

Charles Campbell is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at DFPG Investments, LLC, KEY ADVISORS GROUP LLC, and WALTON CORPORATION. Diversify Wealth Management serves a broad range of clients, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management.

Joseph Ghabour is a financial advisor at Diversify Advisory Services, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at DFPG Investments, LLC, Kestra Advisory, Kestra Investment Services, LLC, and WFG Investments Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, offering a broad range of investment instruments and strategies.

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.

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 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.

Gyamfi Kwarteng is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, Edward Jones, HSBC Bank, New York Life Insurance Agents, and M&T Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, alongside its broker-dealer and insurance operations.

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 Kelsall is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds a Series 66 registration and has worked at Janney Montgomery Scott since 2018 in various roles. Outside of her advisory work, she serves as a committee member for Delaware Veterans Inc. Post #2 in Dover, Delaware. 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, and institutional clients, and combines in-house portfolio management with third-party managers across multiple advisory programs.

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 at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. His prior experience includes 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 through a combination of in-house and third-party portfolio management across multiple advisory programs and offers brokerage, financial planning, consulting, and trustee services.

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 experience in the financial services industry. He currently works at LPL Financial and previously spent 18 years at PNC and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolio options.

John Simeone is a CFP® with 25 years of experience, currently affiliated with Raymond James Financial in Lewes, DE. He has worked at Raymond James Financial since 2009 and has prior experience with Specific Solutions and Fulton Bank. Simeone is also involved with Fulton Financial Advisors in a financial advisor role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, with a notable focus on advisory services that support clients through tailored financial plans and a broad affiliate network.

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 33 years of industry experience. She has worked with Raymond James since 2004 and serves as president of BMB, Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities, providing financial planning and non-discretionary investment consulting through various programs and institutional solutions. The firm emphasizes tailored financial plans developed through client collaboration and maintains a distinctive advisory model with a significant portion of assets managed on a non-discretionary basis.

Lorraine Harrod is a financial advisor with LPL Financial in Lewes, DE, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior positions include roles at PNC Investments and PNC Bank spanning from 2012 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-enhanced investment strategies.

Daniel Klemkowski is a financial advisor at Edward Jones in Lewes, DE, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Sysco Eastern Maryland and Sysco Philadelphia for a total of eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Mukoda is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2023, he worked at PNC Investments LLC from 2016 to 2023. 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 programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 20 years. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Keetley III is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fulton Bank, N.A., PNC Investments, and multiple divisions of Raymond James Financial since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

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.