Daniel Venable is a Series 65-licensed advisor with BIG Investment Services, bringing one year of industry experience. His prior roles include positions at Boothe Investment Group, Beracah Homes, and Enterprise Rent-A-Car. BIG Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides customized planning services including retirement, estate, tax, and business planning.

Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.

Anna Hibbitt is a financial advisor at B.I.G. Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at Boothe Investment Group, Inc. for multiple periods since 2016. Outside of her advisory role, she is a partner at Excel Bookkeeping, LLC, a nonprofit organization where she provides consulting, training, bookkeeping, and grant writing services. B.I.G. Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach combining passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides tailored planning services including retirement, estate, tax, and business planning.

Zachary Stone is a financial advisor at CSG Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group, Securian Financial Services, and Cetera Advisor Networks. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm provides discretionary investment management and financial planning, using a combination of passive and active strategies tailored to client needs.

Shane Galante is a CFP® and Series 66-registered financial advisor with CSG Financial, bringing four years of industry experience. He previously worked at Diamond State Financial Group and Cetera Advisor Networks, and he currently serves as a registered nurse at the Horsham Clinic, a mental health facility. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm offers discretionary investment management and financial planning, utilizing a mix of passive and active strategies tailored to client-specific investment policies.

David Boothe is a financial advisor with BIG Investment Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include nearly a decade at Wells Fargo Advisors Financial Network LLC and several years at Boothe Investment Group Inc. He is also a partner in DL FIVE LLC, which holds property used by his firm. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within a client-specific asset allocation framework.

Rachel Benton is a Series 65-licensed advisor with BIG Investment Services in Dover, DE. She has experience working with the State of Delaware and Postal Impact as well as prior roles at BIG Investment Services. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within an asset allocation framework.

Robert Kaehler is a financial advisor with Chapin Davis, Inc. He holds the ChFC® designation and securities licenses Series 63, 65, and 66, and has 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Hornor Townsend & Kent Inc, and J.P. Morgan, as well as serving in the U.S. Air Force for 24 years. He has also taught at Wilmington University and the University of Delaware. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets across several hundred client relationships. The firm employs a combination of fundamental and technical analysis and offers discretionary and advisory portfolio management through a multi-advisor team.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.

Brett Emmons is a financial advisor at Vicus Capital, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Vicus Capital since 2018. Outside of his advisory role, Emmons is involved in leadership coaching through his ownership of BE Life Institute, LLC, and serves on the board of the Delmarva Youth and Family Institute. He also mentors youth through the Atlantic Regional Training Institute and participates as vice chairman of the Spiritual Assembly of the Bahá'ís of Dover, DE. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis, delivering tailored solutions through advisor-led managed accounts, model strategies, and technology platforms, and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

Scott Melnick Jr. is a CFP® professional at PNC Wealth Management with 12 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 11 years before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Sandra Lawter Otoole is a CFP® with 26 years of industry experience, currently affiliated with Principal Financial Services in Dover, DE. She has been involved with Lawter Otoole Wealth Management LLC since 2012 and has held roles at Principal Securities Inc. and Principal Life Insurance Co. since 2011. Outside of financial advising, she serves as Vice President of BLOKAMP, LLC, a family-related business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Roberts Mckeldin is a financial advisor at Bankers Life Advisory Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Bankers Life Securities, Inc. since 2016, ProEquities, Inc. since 2010, and Bankers Life And Casualty Co. since 1990. Outside of advisory work, he is a rental property owner. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis.

Judith Pflaumer is a financial advisor at Savant Wealth Management with 19 years of industry experience. She holds a Series 65 designation and previously worked at Wealth Management Group, LLC and Raymond F. Book & Associates for over two decades. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios of low-cost mutual funds and ETFs, along with tax-aware strategies and customization options, supported by in-house tax, legal, and trust 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.

Brianna Felts is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with First Command since 2015 and also operates Bri Marie LLC, a business entity related to her advisory work. Additionally, she owns farmland that she rents out in Kansas. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured planning engagements and manages model portfolios using an in-house investment team.

Raymond Book III is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Artisans Bank and Wealth Management Group, LLC. Savant Wealth Management serves a diverse client base including individuals, families, charitable organizations, corporations, and retirement plans, managing approximately $37 billion in discretionary assets. The firm employs an evidence-based investment approach using model portfolios with low-cost mutual funds and ETFs, alongside tax-aware strategies and customization options.

Scott Brown is a financial advisor at Savant Wealth Management with 24 years of industry experience. He holds the PFS™ and Series 65 designations. Prior to joining Savant, he worked at Wealth Management Group, LLC for over two decades and has a background with R. F. Book & Co. CPAs. Savant Wealth Management serves a diverse client base including individuals, families, charities, corporations, and retirement plans, managing approximately $37 billion in discretionary assets. The firm employs an evidence-based investment approach using model portfolios and offers a range of services such as financial planning, family office, trust services, and corporate retirement consulting, supported by affiliated tax and legal service subsidiaries.

Raymond Kelly Jr. is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc., bringing 24 years of industry experience. His prior roles include positions at Allianz Life Financial Services LLC and Allianz Life of North America. Outside of his advisory work, he independently manages a freelance digital marketing website focused on health and fitness products, a project he collaborates on with his children. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Alexandra Olah is a financial advisor with First Command Advisory Services in Dover, DE, holding a Series 66 credential and four years of industry experience. She has been associated with First Command since 2021 and currently serves as a volunteer attorney at Delaware Law School. Olah is also the owner of Olah Corp, a business related to her advisory practice. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes ongoing, advisor-led planning relationships and delivers structured, face-to-face financial coaching through its Tailored Professional Services engagement and discretionary Asset Management Solutions.