Graeme Woods is the principal advisor at G.S. Woods Wealth Management with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Woods has experience in both financial services and business consulting, including managing a wholesale import-export company and leading a business consulting and insurance firm focused on risk management and business value growth. G.S. Woods Wealth Management serves individuals, families, small businesses, and charitable organizations by providing written financial planning, insurance placement, business consulting, and pension consulting services. The firm emphasizes goals-based planning and risk assessment, referring clients to third-party asset managers and offering fixed-fee and hourly engagements, with a notable role in pension consulting for government entities.

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Vincent Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. in Forest Hill, MD, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages tax preparation for individual federal and state returns during the tax season. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax guidance, and advisor-referral services to individuals, high-net-worth clients, and corporations. The firm focuses on education, asset-allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Silvestri Financial and Tax Advisors in 2021, he has worked at Booz Allen Hamilton since 2012, where he serves as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax-related guidance, and advisor-referral services to individuals, high-net-worth individuals, and corporate clients. The firm focuses on educational resources, asset allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.

Lyle Hardgrove is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Paychex Securities Corporation and ADP Broker-Dealer, Inc. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on individual portfolio management, manager-of-managers programs, pension consulting, and financial planning. The firm delivers primarily non-discretionary advice, emphasizing asset allocation and manager selection through various analytical approaches.

Jeffery Akers is a CFP® and Series 66 licensed advisor with 25 years of industry experience. He has worked at Arkadios Wealth Advisors since 2022 and spent 16 years at Kalos Capital, Inc. Outside of his advisory role, he serves as a director of the Akers Financial Educational Foundation, hosts a weekly radio show called Winning in Retirement, and holds a leadership position as an elder at Crossroads Community Church. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an internal portfolio team that delivers investment models and trade execution across various asset classes.

Charles Wetzel is a CFP® with 35 years of experience in financial advising. He currently works at Arkadios Wealth Advisors and has prior experience with Kestra Advisory and Midatlantic Retirement Planning Specialists. Wetzel also serves as an accountant in tax and consulting services through Wetzel & Associates, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a multi-disciplinary investment approach that includes discretionary management supported by an internal portfolio team delivering models and trade execution across various asset classes.

Alexander Monk is a CFP® professional with 12 years of experience in financial advising. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having previously been associated with Kalos Management and Akers Financial Group. Outside of his primary roles, Monk co-hosts two weekly radio shows focused on financial planning and retirement topics and serves as a managing partner of a veteran-owned consulting company. He is also an ordained wedding officiant for friends and family. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and an internal portfolio team. The firm supports customized investment plans through a range of strategies including equity, fixed-income, and alternative investments, while offering comprehensive portfolio reporting and fiduciary consulting for retirement plans.

Jeffrey Judge is a financial advisor with Great Valley Advisor Group, LLC, holding CFP® and ChFC® designations and over 14 years of industry experience. His prior firms include Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and MetLife Financial Services. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Nicholas Molite is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes prior roles at JP Morgan Securities, TIAA, Cetera Investment Services, and M&T Securities. He is also involved with Akers Financial Group, providing comprehensive financial planning and related services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team, Arkadios Managed Solutions, and provides retirement plan consulting with fiduciary oversight.

Brian Akers is a CFP® with 34 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has held roles at Akers Financial Group, Inc. and Kalos Capital, Inc. Outside of his advisory work, he serves as treasurer for North Harford Baptist Church, sits on the board of the Harford Christian Educational Foundation, and hosts a weekly call-in radio show called Winning in Retirement. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party managers, and in-house portfolio management. The firm supports customized investment planning and discretionary account management through its integrated platform and internal portfolio team.

Joseph Franco is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital and Akers Financial Group, where he is involved in the sale of fixed life insurance products, annuities, and health-related insurance. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that offers models, strategies, and trade execution across multiple asset classes, while also acting as an ERISA fiduciary for retirement plan consulting.

Bernard Mcvey is a financial advisor with Arkadios Wealth Advisors and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has worked with Arkadios Wealth Advisors and Arkadios Capital since 2022, as well as Akers Financial and Kalos Capital since 2016. Outside of his advisory role, he is the principal of Bernie McVey Consulting, LLC, providing IT and Federal Acquisition Regulations cost recovery advisory services, and serves as treasurer for the Old Timers Soccer Association of Maryland and the Dolphin Cove Homeowners Association. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of advisor-managed portfolios, third-party managers, and financial planning. The firm utilizes fundamental, technical, and cyclical analysis and provides discretionary account management supported by an internal portfolio team.

Andrew Griglock is a financial advisor with Arkadios Wealth Advisors in Forest Hill, MD. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining the firm, he worked in public education for 27 years. Outside of his advisory role, he is a freelance musician performing in clubs and venues throughout Maryland and neighboring states. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a variety of analytical approaches while acting as a fiduciary for retirement plan consulting.

Christopher Hardy is a financial advisor at First Advisors National, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, Hardy serves as an assistant basketball coach for Maryland Hoopmasters AAU Basketball. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring money managers while supplementing with fundamental analysis of individual securities.

Ronald Hammons is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Founders Financial Securities since 2011. Outside of his advisory role, Hammons provides business consulting services focused on ownership guidance, efficiency improvement, and exit planning for business owners. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.

Samuel Huff is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation. He has been with Arkadios Capital and Arkadios Wealth Advisors since 2022. His prior experience includes roles at Baltimore County Employees Federal Credit Union, Towson University, Harford Community College, and operating a lawncare business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, access to third-party managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team.

Noah Akers is a financial advisor with Arkadios Wealth Advisors and holds a Series 66 designation. He has one year of industry experience and is a managing partner of Daniel Alan LLC, a tax preparation and accounting firm. His background also includes roles at Akers Financial Group and Kalos Capital. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning, supported by an internal portfolio team that offers model strategies and trade execution across various asset classes.

Thomas Clark Jr. is a financial advisor at Creative Planning with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Companies and its affiliated entities from 2006 to 2021. Outside of his advisory role, he serves as a consultant on software for Benetic. Creative Planning provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques.

Stephen Pupa Jr. is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth Equity Services, Inc. and First Susquehanna Financial Group, Inc. since 1997. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and investment management. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

Alexander Henne is a financial advisor with PNC Wealth Management in Perryville, MD, holding a Series 66 designation. He joined PNC Investments LLC in 2025 and has no prior industry experience. His background includes roles in education and political campaigns, including work at Montgomery County Public Schools and involvement with Allegheny College and a congressional campaign. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessment and third-party strategists to manage investments primarily through mutual funds and ETFs.

Callum Krach is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Coldwell Banker. Prior to his financial career, he had roles at University of Maryland and in the hospitality industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning service and serves a large participant base relative to its advisor headcount.

Kenneth Buckner is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

Amanda Harris is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has been with PNC Investments LLC since 2025 and has prior work experience at Spring House Brewing and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and implements investments via approved model strategies.

Jeffrey Rogers is a financial advisor with PNC Wealth Management in Forest Hill, MD, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including 12 years at M&T Securities and nine years at PNC Investments. He is also a principal of Big Country LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and third-party portfolio management to implement investment strategies primarily via mutual funds and ETFs.

David Dively is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Bb&T Securities, Cetera, and National Penn Bank. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation.

Jennifer Lowden is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2017 and has prior work experience outside the financial industry, including at Joann Fabric and Craft. Additionally, she serves as a Notary Public, notarizing forms for clients. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

John Delp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in selling loan products and home security services through affiliates of Primerica, and he owns Delp Financial Corporation, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

Mark Namvary is a financial advisor with UBS Financial Services in Forest Hill, MD, holding Series 63 and Series 65 registrations and with 30 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Curtis Shambaugh is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2013. He also operates Shambaugh Financial LLC, providing financial advisory services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Paul Taber is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously at National Planning Corporation from 2009 to 2017. Outside of his advisory work, he serves as a Scoutmaster for a local Boy Scout troop in Jarrettsville, MD. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and third-party strategists.

Charles Fisher Jr. is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2003. He holds Series 63 and Series 65 licenses. Fisher also operates Fisher Wealth Management Group as a DBA for his LPL business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad range of investment solutions.

David Babcock is a financial advisor with Equitable Advisors in Quarryville, PA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he holds a power of attorney for his parents, allowing him to make decisions on their behalf, though it is not currently in use. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Elizabeth Darling is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her financial advisory role, she was involved in various music organizations, including the Lima, Dubuque, and Billings Symphony Orchestras. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Ryan Appleby is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with LPL Financial and has also worked with M&T Securities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Gregory Wolfe is an investment advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at LPL Financial, Peoplesbank, and Cetera Advisor Networks. He currently serves as Investment Advisor II - VP at Orrstown Bank dba Orrstown Financial Advisors. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within a broad advisory platform.

William Watson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also markets his financial planning and advisory services under the name Frame Wealth Partners. LPL Enterprise provides advisory services through a large network of investment adviser representatives to clients including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

Sean Brown is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at EXP Realty LLC and Reservoir International. Brown served in the US Army for eleven years prior to his financial services career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

Kevin Hoy is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at First National Bank, Prosperity Home Loans, and Stearns Lending, as well as a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and 15,121 branches. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Broderick is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of finance, he is the owner of ProSound Entertainment, a business he has operated since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Lauretta Yeagy is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at Wilmington Advisors and M&T Securities, among other firms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of investment solutions supported by an in-house research team.

David Trainor is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds a Series 66 designation and is based in Oxford, PA. Outside of his advisory role, he is involved as a board member and committee participant with Oxford Mainstreet Incorporated, working on local economic development initiatives, and owns a business that buys, repairs, and resells motorcycles, boats, and cars. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering both discretionary and non-discretionary investment strategies along with affiliated mutual funds, trust services, and securities-based lending options.

Joseph Oliver is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Green Planet Inc (GPHomestay) and spent six years at Baylor University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Megan Smith is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avantax Investment Services, Inc., Avantax Planning Partners Inc, and Longhi Financial. Outside of her advisory role, she volunteers as an aid and PTO treasurer for Blue Mountain School District, assisting with student events and managing PTO expenses. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs, combining retirement and institutional capabilities within a broad advisory platform.

Dwight Smith Jr. is a financial advisor at Edward Jones with 26 years of experience in the industry. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of his advisory role, he teaches a personal investment planning workshop at Harford Community College and serves as a Captain and Battery Commander in the Missouri Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Brian Drumgoole is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 14 years at Securities Service Network, Inc. Drumgoole has owned Harford Brewery Tours, LLC, a non-investment related business, since 2020. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Duffy IV is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with LPL Enterprise and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Duffy also operates a business under Frame Wealth Partners, focusing on comprehensive financial planning and the sale of insurance and investment-related products. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.