Bradley Myers is a financial advisor with Edward Jones in Middletown, MD, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Finance Director for the Middletown Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Eric Pfoutz is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of a rental property business, Away At The Bay LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jean Joyce is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, at Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her financial advisory role, she is a partner in Jover Fine Art Productions, a retail and online art business based in Frederick, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Kiley French is a Financial Advisor at Merrill Lynch Wealth Management. She is dedicated to helping individuals and families achieve their financial goals through a personalized planning process that begins with understanding each client's unique situation, values, and goals. Kiley focuses on creating tailored strategies that align with clients' needs and lifestyles, empowering them to pursue what matters most. Kiley discovered her passion for financial advising while attending Pennsylvania State University, where she earned her bachelor's degree. She launched her career at Merrill Lynch upon graduation and built her practice with an emphasis on client education, believing that financial planning is most effective when clients understand not only what they are doing but why they are doing it. She holds the designation of Personal Investment Advisor (PIA). Residing in Boonsboro, Maryland, Kiley lives with her husband, daughter, two stepsons, and their dog, Diggs. Outside of her professional work, she enjoys cooking, golfing, hiking, spending time with her family, playing volleyball, and watching movies.

Benjamin Seibert is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021. Outside of his advisory role, he is a cofounder of PeerInvest LLC, a small real estate syndication partnership focused on property investment analysis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and modeling techniques.

Jennifer Fountain is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Geostellar, Rodan & Fields, and Christian Caine Jewelers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Ronald Burley is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Brokerage Services, United Bank, Capital One Financial Advisors, and Chevy Chase Financial Services. He is also affiliated with Bank of Charlestown in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Scott Mccaskill is a CFP®-certified financial advisor with 25 years of industry experience, currently with Cetera Wealth Services, LLC. His prior roles include positions at Commonwealth Financial Network, Kestra Advisory Services, and Raymond James Financial. He is also co-owner of Princess Cassandra Designs, LLC, a wedding and event invitation company based in Frederick, MD. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

James Dorsa is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Amanda Zack is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nearly a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Bell is a financial advisor with Wealth Management Institute Ltd. in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wealth Management Institute Ltd. since 2001 and previously at American Portfolios Financial Services, Inc. from 2015 to 2024. Wealth Management Institute Ltd. is an independent firm that serves clients with personalized wealth management and investment advisory services.