Theodore Secor is a CFP® professional with nine years of industry experience, currently affiliated with Edward Jones since 2016. He holds the Series 66 designation and has prior experience with The Calverton School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Justin Atkinson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for Eagle Environmental Solutions and Infinity Restoration. Outside of his advisory role, he owned a home improvement consulting business, Homepro Contractors LLC, which he is currently transitioning to a new owner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of investment advisory services supported by a large national network of financial advisors and branch offices.

Michael Plummer is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 65 designation and has a prior career spanning 16 years with the United States Army, followed by a role at the Department of the Navy, Naval Aviation Systems Command. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors, providing financial planning, investment management, and advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

David Mc Donough is a financial advisor with Edward Jones in Leonardtown, MD, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Franklin Templeton Investments from 2004 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, managed account strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Edward Turbush is a CFP®-designated financial advisor with Edward Jones, based in California, MD. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Christopher Day is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at CitiGroup from 2014 to 2019 and has been with J.P. Morgan since 2019. He also spent time at The Key School from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nanette Rediker is a financial advisor with LPL Financial based in Prince Frederick, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial and Shore United Bank in 2023, she spent 15 years at infinex Investments, Inc. and Community Bank Tri County. She is a member of Rediker Rendezvous Resort LLC, a real estate venture located in Newry, Maine. 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 and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Gemma Smith is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Patriot Ready Mixed Concrete and Kiewit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Christopher King is a financial advisor with Mass Mutual Investors Services in Leonardtown, MD, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he is also engaged in insurance brokerage, selling various life, property/casualty, health, group life, group health, disability, and long-term care insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and provides written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Federico Reyna III is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. His prior work includes roles at TD Bank, PNC Bank, and Advance America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and related services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Novotny is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bob Hall LLC for eighteen years. Outside of his advising role, he is involved in real estate through ownership and management of residential rental properties and serves as vice president and joint owner of Kesler - Finn LLC, providing consultation on real estate acquisition and leasing. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated capabilities such as a trust company and securities-based lending.

Wai Man Cheung is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, Cheung worked at The Red Sage Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christie Agamaite is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she has worked with the Department of the Navy since 2003. She has also served as treasurer for the Sharks Swim Team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Casey Styer is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he worked at Blue Agave Grill for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Ryan Palmieri is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked previously with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he owns Palmieri Financial Services, LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform that incorporates model portfolios, third-party managers, and bespoke strategies.

Troy Grimes is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at TK Elevator and Otis Elevator Company. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a national network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Joan Smith is a Series 66 licensed financial advisor with Edward Jones, where she has worked for 16 years. She is based in California, Maryland, and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Justin Lynam is a financial advisor with OSAIC holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of the Cardinals Crest Homeowners Association, overseeing compliance with HOA bylaws and presiding over meetings. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs various tools to construct portfolios that include multiple asset types and management options.

Sarah Weems is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Carrie Polk Insurance & Investments Inc. Outside of advising, she is the CEO of Sarahtonin LLC, a graphic design and distribution company, and is working on writing a book. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,701 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carrie Kelly is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Located in California, MD, her career is focused within this full-service wealth management firm. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices across the country.