Peter Loysen is a financial advisor with Edward Jones in Frederick, MD, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Wheeler is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at VOYA Financial Advisors and Frontier Financial Group. Wheeler also serves as a non-variable insurance agent with Frontier Financial Group. 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 other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technology tools.

June Burton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at NYLife Securities LLC and New York Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Anneliese D'souza is a CFP® professional with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. She holds Series 63 and Series 65 licenses and operates as a sole proprietor through D'Souza Financial Strategies. Outside of her advisory role, she volunteers at Saint Katherine Drexel Church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered via a network of independent Financial Professionals using a range of discretionary and non-discretionary investment platforms and strategies.

Glenn E. Hain is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services to corporate executives and their families, utilizing the global resources of Merrill to address complex financial needs. Glenn has been with Merrill Lynch since 2004, bringing over 27 years of experience in the financial services industry. His expertise encompasses corporate benefit programs including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. Glenn works closely with clients to integrate their corporate benefits into long-term financial strategies, serving areas such as executive compensation, personal retirement planning, philanthropic planning, and tax minimization. Glenn holds a Master's Degree from Frostburg State University and a Bachelor's Degree from Mainsfield University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Beyond his professional endeavors, Glenn is involved with community organizations such as the Blue Collar Project, the Boys & Girls Club of Frederick County where he served as Board Past Chair, and the Rotary Club of Frederick, MD. His personal interests include gardening, golfing, ice hockey, spending time with his family, and woodworking.

Jeffrey Cantrell is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. He has worked with Cetera since 2013 and is a partner at Bowman Gaskins Financial Group since 2000. Outside of advising, he is an independent insurance agent specializing in disability, fixed annuities, and life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Marcus Glover is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2026, and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Jeremiah Thompson is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with OSAIC. He has previously worked at Kramer Financial, LLC dba Kramer Wealth Managers and FSC Securities Corporation. Thompson is the founder of FYIFI, a financial literacy website providing content in American Sign Language, and serves as a council member for the Capital Group Able Advisory Council. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Jennifer Johnson is a CFP® professional with 27 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013. Johnson also owns JLJ Financial and Jennifer L. Johnson, LLC, through which she has been involved in selling and servicing life and long-term care insurance products. In addition, she has a role in an audio-video design and installation business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement-plan sponsors, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and unaffiliated investment strategies, with flexible portfolio management options across multiple platforms tailored to client objectives.

Michael Lynch is a Series 66 credentialed financial advisor at Edward Jones with four years of industry experience. He has prior experience at T. Rowe Price, Fidelity Investments, The Leaders Group Inc, and Gideon Strategic Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Lisa Dewing is a CFP®-credentialed financial advisor with 19 years of industry experience. She is currently with Osaic and has previously worked at Fsc Agency and FSC Securities Corporation. Outside of financial advising, Dewing owns a sign language interpreting sole proprietorship and serves as a board member for a condominium homeowners association. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Rebecca Cathcart is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Her prior roles include positions at OSAIC, Randy Scritchfield & Associates, Securities America Advisors, Equitable Advisors, and multiple State Farm agencies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household types and organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

William Price is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he spent a decade at Spire Investment Partners and has operated his own CPA and CFP practice since 1981, providing tax preparation, tax planning, estate planning, and related services. Outside of his advisory work, he has a woodworking business selling wooden products and serves as treasurer and volunteer for Friends of Great Falls Tavern. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent professionals, utilizing a range of portfolio management strategies, platform arrangements, and access to both proprietary and third-party investment models.

Christopher Hoult serves as a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. In his role, he acts as a financial coach, building relationships that assist clients in navigating wealth management, estate planning, portfolio, and investment management. Leveraging the resources of Merrill and the banking services of Bank of America, he works with clients who prefer to delegate strategic investment planning as they pursue their life goals. Christopher has been with Merrill Lynch Wealth Management since 1989. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a bachelor's degree from Shippensburg University. Christopher resides in Frederick County with his wife, Rixey, and their two adult children, Nick and Jessie. Outside of his professional work, he is involved in coaching youth sports and maintains a connection to the Governor Thomas Johnson High School community. His client focus areas include liquidity management, portfolio management services, and retirement income. Christopher's approach is guided by understanding clients’ life goals, risk tolerance, time horizon, and liquidity needs.

Kimberly Bishop is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Timothy Moore Sr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 43 years of industry experience. He has worked with Cambridge since 2017 and previously spent three years at VOYA Financial Advisors. Outside of his advisory role, he serves as a permanent deacon providing church ministry and acts as a FINRA arbitrator. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Moni Engineer is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Engineer worked at Bank of America and Capital One Bank, accumulating a total of 20 years in the banking sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Scott Geisbert is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Grove Point Investments, Grove Point Advisors, H.Beck, Inc., and Osaic FA, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides diverse investment options, including model portfolios and third-party asset management, supported by technology tools for operational and research assistance.

Brett Baile is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023. Outside of his advisory role, Brett is a partial owner of Beaver Creek Country Club, a golf course in Hagerstown, MD, and has provided consulting services for a landscaping and snow removal company. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cherie Edwards is a Private Wealth Advisor at Merrill Private Wealth Management and a member of The Orr Group. She works with a select group of clients including entrepreneurs, business owners, senior executives, multigenerational families, and private foundations. Cherie's role involves organizing and simplifying her clients' financial lives to help them focus on meaningful personal and professional pursuits. She began her career at Merrill in 1999 and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Cherie graduated from East Carolina University with a bachelor's degree in Financial Services. Her expertise includes wealth planning strategies, analysis, portfolio reviews, and assisting clients with multigenerational family wealth dynamics and governance. Outside of her professional work, Cherie and her husband Shane have three children and are active in their local youth baseball program, often coordinating and volunteering. Her personal interests include baseball, boating, skiing, spending time with her family, and traveling.