William Staples is a financial advisor with TLG Advisors, Inc. based in Salisbury, MD, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide/Marshalls Insurance, spanning nearly two decades, and he currently operates William Staples Insurance & Financial Services, Inc. alongside his advisory role. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm employs a research-driven approach that combines fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with unique client solutions like the Starlight Portfolios program.

Jude Cypher is a financial advisor at Wealthspire Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, combining mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Linda Premo is a financial advisor at GWN Securities Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp. and CCF Investments, Inc. Outside of her advisory role, she is involved as a writing agent and independent contractor with New Directions Financial Group, providing insurance services to clients with specific coverage needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts.

Luke Smith is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Wealthspire Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Salisbury University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate accounts, supported by centralized due diligence and ongoing client monitoring.

Vincent Weinkam is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he held positions at Make-A-Wish Central & Western NC, DoorDash, Outback Steakhouse, and Francos Italian Bistro. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Allyson Wade is a financial advisor with LPL Financial in Salisbury, MD, holding a Series 66 license and seven years of industry experience. She previously worked for Lincoln Financial Advisors for six years and served in the Military Sealift Command for twelve years. Outside of her advisory role, Wade is employed by Visiting Angels, a non-investment-related business where she has worked since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Herley Gaston is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Crowe LLC and Thrivent Financial. Outside of advisory work, he occasionally serves as a substitute teacher in the Seaford School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning on a one-time or ongoing basis without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between these services.

Kyle Livingston is a financial advisor with LPL Financial in Salisbury, MD, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with LPL Financial since 2016 and operates under Livingston Wealth Management, LLC, a registered entity associated with his LPL business. 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 extensive technology and research resources.

Daniel Gardiner is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and M&T Bank. Gardiner is currently associated with both LPL Financial and M&T Bank in Salisbury, MD. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gail Nelson is a financial advisor with Morgan Stanley in Salisbury, MD, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee to assist clients in their financial planning.

Mason Little is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes nine years with Wells Fargo Advisors and six years associated with CFS Financial and Cetera Advisors LLC. Cetera Investment Advisers LLC serves individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Regina Chavez is a Series 66-credentialed financial professional with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Infinity Welding, FOODMATE, and Mountaire Farms. Chavez is involved with CFS Retirement Solutions and Comprehensive Financial Solutions, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Casertano is a financial professional at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Life Insurance and New York Life Insurance. Casertano is also an author of a book titled "The Game of Wealth." Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform that allows advisors to customize investment strategies across various program structures and custodial relationships.

Scott Wight is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions with Nationwide Financial and Cetera Advisor Networks, and he also serves as Vice President of Operations at Wilgus Insurance Agency Inc. Additionally, he owns The Shore Solution LLC, a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that provides access to affiliated and third-party money managers across various discretionary and non-discretionary program structures.

Corey Boerner is a financial advisor affiliated with LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Advisory Services and M&T Bank. Outside of his advisory role, Boerner owns a small accounting firm providing bookkeeping, consultation, and tax preparation services. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Albert Antlitz is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his advisory role, he was involved with the Dorchester County Soil Conservation District and has experience in outside business brokerage. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party asset managers.

John Deysher Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 65 credential and bringing 37 years of industry experience. His prior roles include nearly three decades at Metlife Securities Inc. He is also licensed as an insurance agent, offering individual life, property/casualty, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm employs collaborative, software-driven financial planning methods and offers various programs including asset management and educational seminars.

Chad Clark is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2016, as well as at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2016. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities and leverages integration with Bank of America affiliates and capital markets platforms.

James Zimmerman is a CFP® professional with five years of industry experience currently affiliated with Cetera. He has worked at Cetera Advisors LLC and Hammond Wealth Management and maintains ownership of Bryant's Landscaping alongside his financial advisory role. Zimmerman is involved in landscaping businesses outside the financial sector. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Melinda Tingle is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1999. Outside of her advisory role, she teaches a college finance course on investments, serves as a board member of the Laurel Redevelopment Corporation, acts as president of the Good Samaritan Aid Organization, and is an advisory board member for the Carl M Freeman Foundation Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products.