Top advisors focused on divorced in Delaware

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Bradley Travis Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he worked at PNC Investments and PNC from 2006 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Amina Gilchrist is a financial advisor with OSAIC, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Lincoln Financial Advisors for 22 years before joining OSAIC in 2025. Gilchrist is also the sole owner of Omega Wealth Management LLC, where she offers various insurance products including fixed annuities, long-term care, and disability insurance. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies supported by technology tools and offers multiple advisory programs and third-party manager access.

John Santoro is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006 in their Philadelphia office. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners, a non-investment related position. Janney Montgomery Scott manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform and integrated in-house portfolio management.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.

John Brown is a Series 65 licensed advisor with 25 years of industry experience. He has worked at Exencial Wealth Advisors since 2017 and previously spent 19 years at Bush O'donnell Investment Advisors. Outside of his advisory work, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Exencial Wealth Advisors manages approximately $5.3 billion in assets and serves over 3,100 clients through a team of 50 advisors. The firm offers wealth management, financial planning, and fiduciary services to individuals and institutions, using model-based asset allocation and a variety of investment strategies including option-based approaches.

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Palmer Linder Group in Metro Detroit. The team focuses on coordinating the financial affairs of multi-generational, high net worth families, retirees, corporate executives, and business owners. Together, they aim to simplify and clarify clients' financial lives by employing a team approach and providing education to help clients make informed decisions. Angela's work includes assisting clients not only with wealth accumulation and preservation but also with legacy planning and other complex financial needs. Angela has over 16 years of experience in the financial services industry, joining Merrill in 2007. She specializes in serving high net worth families and business owners with areas of focus including college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports & entertainment. She earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. in 2014, and holds an Associates in Business from Henry Ford College. Active in her community, Angela volunteers for organizations such as the Dearborn Rotary Club and In Place of War, a global organization using creativity for positive change in conflict-affected areas. She is also involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and professional groups including In Place of War, USA, and Tec-Troit. Angela's approach emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.