Vishwanath Rao is a financial advisor at Finco Advisory LLC with a Series 65 credential and three years of industry experience. He has worked at Finco Advisory since 2020 and concurrently serves as a Digital Transformation Leader at Amazon Web Services. Finco Advisory LLC is a registered investment adviser that provides discretionary asset management as well as project-based and hourly financial planning services. The firm serves individual clients, including non-high-net-worth households, and employs a tailored investment approach based on fundamental analysis and a mix of long- and short-term strategies.

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.

Charles Trakas is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked previously with firms including Redwood Private Wealth LLC and Virtue Capital Management, LLC. Outside of advisory roles, he owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working as a sales representative for National Gold Consultants. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies tailored to client needs.

Daniel Simon is a financial advisor with Corecap Advisors, holding a Series 65 credential and 14 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and currently serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distributions, and Social Security planning for retirees and near-retirees. His focus includes low-risk retirement planning strategies aimed at generating guaranteed income. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party managers.

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.

Andrew Wood is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dan White & Associates since 2016, where he is also active as a commission-based insurance agent focusing on fixed annuities. Prior to that, he spent one year at Pacer Financial, Inc. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary authority to oversee and replace those managers.

Eric Janvier is a financial advisor with Good Life Advisors, LLC, based in Middletown, DE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2015. Outside of his advisory role, he is involved with Janvier Estate Management LLC, a real estate rental business. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor asset allocation and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Justin Obrien is a Series 66-licensed financial advisor with two years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Fidelity Investments and First Command Brokerage Services. Prior to his financial career, he served in the U.S. Army from 2019 to 2023. Root Financial Partners primarily serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and supports clients through educational seminars and retirement plan services.

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.

David Iobst is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifemark Securities Corp. since 2017 and held positions at State Farm VP Management Corp. and State Farm insurance from 2015 to 2016. Outside of his advisory role, he is involved in his community as a Little League Manager and Coach for Canal Little League. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and emphasizes suitability-driven advice tailored through risk assessments.

Brian Ward is a CFA® charterholder with 25 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2024, following roles at Eagle Global Advisors, Carillon Fund Distributors, and Chartwell Investment Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, utilizing a goals-based, client-centered planning approach combined with an evidence-based investment framework.

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.

Denise Devine is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019. Prior to her career in financial advising, she was employed by the City of Dover for nine years. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, in-house portfolio management, and various advisory services.