Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.

Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.

Joseph Chavel is a Series 65-licensed advisor with Innovative Wealth Building LLC, bringing one year of industry experience. Prior to joining the firm, he served in the United States Marine Corps and held positions at NAVAIR and PAE. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a client-specific approach using Investment Policy Statements and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.

Jennifer Hill is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at First Command Advisory Services, Inc. and First Command from 2015 to 2021. Hill is also an independent licensed insurance agent and occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored investment programs based on fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases with regular monitoring and reporting.

Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Warren Brooks is a financial advisor at Innovative Wealth Building LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command Financial Planning from 1999 to 2021. He is also a licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing accounts with ongoing monitoring and tailored investment programs.

Matthew Scarborough is a Series 65-licensed financial advisor with Retirement Management Systems, bringing six years of industry experience. He has held roles at Oak Wealth Partners Inc and Adelina LLC since 2020 and is involved in Running Hare Vineyard, a business producing wine and hosting events in Prince Frederick, MD. Retirement Management Systems offers savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients, including high-net-worth individuals, and retirement plans. The firm uses risk-based model portfolios and serves clients through both discretionary and non-discretionary approaches, supporting plan sponsors with consultative and implementation services.

John Blamphin is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Retirement Management Systems. His prior roles include positions at Independent Financial Group LLC and Scarborough Advisors, LLC, as well as concurrent work with SII Investments, Inc. He is also licensed as an insurance agent through Ash Brokerage. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm employs a risk-based model portfolio approach and serves a large client base through a team of five advisors.

Sabrina Lee is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2019 and was previously employed by Navy Federal Credit Union from 2015 to 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Allen Osterloh is a financial advisor at J.P. Morgan Securities with the Series 66 designation and two years of industry experience. His background includes service in the U.S. Army for 22 years, followed by roles at First Command Financial Services and J.P. Morgan entities beginning in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Keaton is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Command in various capacities since 1998. Outside of his advisory role, Keaton serves as chairman of the St. Mary's County Ducks Unlimited Committee, organizing charitable events focused on conservation and outdoor education. 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, and brokerage and insurance product distribution. The firm emphasizes advisor-led financial coaching and structured planning engagements, supported by an in-house investment management team that constructs and manages model portfolios on a discretionary basis.

Adebusola Laguda is a financial advisor at PNC Wealth Management with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise, Pruco Securities LLC, Farmers Financial Solutions, Farmers Insurance, and State Street Bank and Trust Company. PNC Wealth Management offers model-based retail brokerage and advisory services, including a digital discretionary model account available through an invitation-only pilot for employees with PNC Bank online credentials. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third parties.

Elizabeth Snyder is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services and BB&T 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, supported by research shared across its affiliated channels.

Laura Hyatt is a financial advisor at First Command Advisory Services with two years of industry experience. She holds a Series 66 credential and has worked previously at Sierra Management, ShadowObjects, Integri, and Rollout Systems. Outside of her advisory role, she serves as an Election Judge for the St. Mary’s County Board of Elections. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking product distribution. The firm focuses on advisor-led planning relationships and offers structured Tailored Professional Services engagements along with discretionary asset management using model portfolios constructed by an in-house investment team.

Michael Plummer is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. Prior to joining Cambridge in 2021, he served 16 years in the United States Army and has worked concurrently with the Department of the Navy, Naval Aviation Systems Command since 2019. Cambridge Investment Research Advisors serves a diverse client base including 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, utilizing a range of account platforms and third-party strategists.

David Mc Donough is a financial advisor with Edward Jones in Leonardtown, MD, holding Series 63, Series 65, and Series 66 designations and 24 years of industry experience. He worked at Franklin Templeton Investments for 13 years before joining Edward Jones in 2018. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Edward Turbush is a CFP®-designated financial advisor with Edward Jones, based in California, MD. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Christopher King is a financial advisor with Mass Mutual Investors Services in Leonardtown, MD, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he is also engaged in insurance brokerage, selling various life, property/casualty, health, group life, group health, disability, and long-term care insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and provides written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Lisa Grimes is a Series 66 licensed financial advisor with Edward Jones in Solomons, MD, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wai Man Cheung is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Cheung worked at The Red Sage Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christie Agamaite is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has a background with the Department of the Navy since 2003. Christie has served as treasurer for the Sharks Swim Team, a role she is in the process of resigning from. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Ryan Palmieri is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and owns Palmieri Financial Services, LLC, where he provides financial planning and advisory services. He is also involved with Karen E. Price Financial Management LLC, offering tax preparation and financial strategy services. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth investors, institutions, and retirement plans, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

Troy Grimes is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at TK Elevator and Otis Elevator Company. He holds the Series 66 designation. 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 solutions supported by a national network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Joan Smith is a Series 66 licensed financial advisor with Edward Jones, where she has worked for 16 years. She is based in California, Maryland, and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Sarah Weems is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Carrie Polk Insurance & Investments Inc. Outside of advising, she is the CEO of Sarahtonin LLC, a graphic design and distribution company, and is working on writing a book. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carrie Kelly is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Located in California, MD, her career is focused within this full-service wealth management firm. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices across the country.

Mary Sulick is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 66 licenses, and has 23 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and has served as a board member for the Anne Arundel County Pension Trustee Board and the Annapolis Police & Fire Retirement Commission. Sulick is also involved with Heimlantz Financial Advisors, a not-for-profit focused on child abuse prevention. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, with notable retirement and trust capabilities integrated into its institutional platform.

Andrew Dunbar is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory work, he is also a freelance musician. 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.

Jeffrey Linger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served with the Maryland State Police for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

David Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at SMECO for 19 years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Sean Mc Guire is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and 22 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices, and offers a range of advisory programs under a fiduciary standard.

Michael Kelly is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.