Beth Mason is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2015. Outside of advising, she is a notary, providing document verification services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

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.

Scott Leishear is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he teaches finance courses as an adjunct instructor at the University of Phoenix and Johns Hopkins University and serves as a Little League umpire. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets. Outside of her 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 offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Bratati Mukherjee is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Maryland Financial Group, Inc. dba Prosperity Advisors and PNC Investments. Mukherjee is also involved with Prosperity Advisors, a non-variable insurance business, and manages a family investment trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with access to research and model portfolios.

Samuel Winkler is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory role, he served 24 years in the United States Army. Outside of his advisory work, he owns a business selling patriotic apparel for military organizations and occasionally works as a food delivery driver. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.

Ryan Fabian is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at multiple firms including M&T Bank, World Equity Group, and Wealthvest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

Michael Rodriguez is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience at multiple firms since 2018. His prior roles include positions at Fiduciary Decisions and Facet Wealth, as well as work at First United Land Transfer and Kutztown University of Pennsylvania. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.

Ronald Burley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at United Brokerage Services, INC. and United Bank, where he worked for 13 years. He also serves in a financial institution role at Bank of Charlestown. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined ten years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

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.