Top financial advisors working with clients approaching retirement in Seaford, DE

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 at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is a trustee of Harvest Christian Church and is involved in writing, speaking, and coaching through his faith-based self-help book and related activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory services and maintains a large network of advisors and branch offices nationwide.

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.

Robin Scarborough is a financial advisor with LPL Financial located in Seaford, DE. He holds a Series 66 designation and has three years of industry experience, including multiple roles at M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.