Geoffrey Tomasetti is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at CUNA Brokerage Services, Banc of America Investment Services, and BB&T Investment Services. He is also president of Tomasetti Wealth Management LLC, which operates as an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad mix of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management and model-based solutions.

Benjamin Shaw is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously been affiliated with Cetera Wealth Services, Cetera Advisor Networks, and HCM Wealth Advisory Group. Outside of his advisory role, Shaw is an elected board member of the Hanover Area Chamber of Commerce and operates an eBay resale business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.

Crawford Simpkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Clinton Forry is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Members 1st FCU from 2015 to 2018. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides 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.

Robert Stankowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and MSI Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by research, technology, and a broad platform of affiliated financial services.

Jason Koval is a CFP® and Series 65 registered financial advisor with LPL Financial, based in Westminster, MD. He has one year of industry experience and has worked at several firms including Elite Income Advisors, Red Oak Financial Group, Ameriprise Financial Services, and Baltimore-Washington Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and retirement advice, utilizing a wide range of investment strategies supported by technology and research tools.

Matthew Beard is a financial advisor at Edward Jones in Stewartstown, PA, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he is noted as an owner of a rental property business involved in property management. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products within a nationwide network of advisors and branch offices.

Christopher Yingling is a financial advisor with RBC Capital Markets in Westminster, MD, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. Yingling serves on the Carroll Community College Planned Giving Committee, advising on fundraising strategies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management strategies that incorporate in-house and third-party investment managers and tax-management options.

Michael Sommerfield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is also the owner and president of Zabby Inc., a business related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven recommendations with a variety of advisory, brokerage, and insurance solutions through its institutional platform.

Leonard Kaplan is a financial advisor with Cetera who holds the Series 63 designation and has 43 years of industry experience. His career includes roles at VOYA Financial Advisors and Keller-Brown Insurance, where he also serves as an insurance agent specializing in life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers, with over $256 billion in assets under management across a network of more than 10,000 advisors.