Thomas Trimble is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with New England Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jason Ruch is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at T Rowe Price for four years and spent ten years at OrthoMaryland. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Cortnie Beaver is a CFP® with eight years of experience in the financial services industry. She is currently with LPL Financial and has held roles at several firms, including AmeriServ Trust and Financial Services and Thrivent Advisor Network. In addition to her advisory work, she serves on the boards of Habitat for Humanity of Washington County and the Arts Alliance of Greater Waynesboro. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of investment solutions and uses both proprietary research and third-party models to support its network of advisors.

Benjamin Matthews is a financial advisor with Primerica Advisors in Frederick, MD. He holds Series 63 and Series 65 licenses and has been working in financial services since 2020, with prior experience at AECOM and CSX Transportation. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Alexander Israel is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with individuals and families to develop personalized financial strategies aimed at building, preserving, and transferring wealth. His approach emphasizes simplifying complex financial decisions and focusing clients on their primary goals. He has experience in both the insurance and wealth management industries, offering a perspective that balances growth opportunities with protection and planning. Alexander works closely with clients on areas including retirement planning, saving for education, managing major life transitions, and overall financial guidance. His expertise encompasses college education planning, corporate benefits, divorce transition planning, family wealth management, philanthropic planning, and portfolio management services. Alexander holds a Bachelor's Degree from Towson University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional commitments, he engages in activities such as adventure sports, basketball, bowling, fishing, gardening, and skiing.

Brandon Skaggs is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2018 and previously worked at CoStar Group for ten years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Their advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

John Hershey III is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he serves as president of a family foundation and holds board positions with a nonprofit cemetery and a health system. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies executed through in-house and third-party managers.

Matthew Evich is a financial advisor with Morgan Stanley in Frederick, MD, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Daniel Schiffman. Outside of finance, he has experience working with Fordham Lee Distillery. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and integrates various investment management strategies within its services.

Daniel Norris is a financial advisor with Mass Mutual Investors Services in Hagerstown, MD, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Outside of advising, he is a leadership board member of the Fellowship of Christian Athletes and owns Oak Valley Farms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships focusing on client goals and strategies.

Tyler Milor is a financial advisor at Morgan Stanley in Frederick, MD, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Justin Saloom is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

John Spahn is a financial advisor with Merrill in Frederick, MD, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marco Soto is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo, PNC Bank, Merrill, and T. Rowe Price Advisory Services. Soto is based in Frederick, MD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations.

Valerie Walters is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 large network of financial advisors and branch offices. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Joseph Kefauver is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves on the board of Main Street Middletown, a nonprofit organization. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process with discretionary and third-party managed strategies and is notable for its scale, complex affiliate network, and recent consolidation activity.

Donna Lail is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes roles at M&T Bank and Bank of America, N.A. She is based in Frederick, MD. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

George Littrell III is a financial advisor with Morgan Stanley in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Littrell serves on the board of directors for Specialized Engineering, Inc., contributing to officer compensation and strategic planning committees, and is a board member of Frederick Health, where he serves on both the finance and investment committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through various financial planning and investment strategies.

Gerald Spessard II is a financial advisor with RBC Capital Markets in Hagerstown, MD, holding a Series 66 designation and 11 years of industry experience. He has worked at RBC Capital Markets since 2014 and concurrently at City National Bank since 2017. He serves on the board of The John R. Hershey Jr. and Anna L. Hershey Family Foundation, Inc., a charitable institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a range of in-house and third-party managers.

Ashton Vattelana is a financial advisor with Edward Jones in Hagerstown, MD, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at F. Hoffmann-La Roche AG in Diagnostics and AstraZeneca Pharmaceuticals. He is involved with local organizations, serving on the Community Impact Committee of the United Way of Washington County and as a board member of the Meritus Health Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Joseph Cassella is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with PFS Investments, Inc. since 2011. Cassella is also involved in sales of loan products and home-related services through affiliated companies of PFS Investments, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with nearly 3,700 advisors and focuses on delivering advisory services primarily through model-driven investment strategies managed by third parties.