Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.

Julia Payne is a financial advisor at PNC Wealth Management with 13 years of industry experience. She has held her current role since 2015. Outside of her advisory work, she is a partial owner of Ready Go Promo, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third parties.

Kareem Campbell is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that uses discretionary model accounts managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Colleen Blundell is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Hornor, Townsend & Kent since 1998. Additionally, she has a longstanding role at Cedar Point Federal Credit Union dating back to 1993. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Adebusola Laguda is a financial advisor at PNC Wealth Management with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Pruco Securities LLC, Farmers Financial Solutions, Farmers Insurance, and State Street Bank and Trust Company. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and third-party managed strategies implemented with mutual funds and ETFs.

Elizabeth Snyder is a Series 66-credentialed financial advisor with two years of industry experience, currently with Truist Advisory Services. Prior to this, she worked at Truist Investment Services and Bb&T Bank for a combined 22 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

Justin Emmert is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathway Wealth Partners. Prior to these roles, he worked at M&T Securities for six years. Emmert spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services. The firm offers various investment platforms and model portfolios while supporting advisors with operations, technology, compliance, and practice management.

John Harding is a financial advisor at Brookstone Capital Management LLC with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial. Harding also owns a non-investment business focused on the sale of insurance and indexed annuities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with platform services and maintaining relationships with insurance and banking channels.

Daniel Menendez is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for twelve years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Michael Cox is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2014 and is currently associated with Pathway Wealth Partners, where he also holds ownership. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction and manages model portfolios through a structured due-diligence process.

Felix Loredo is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked since 2015. He has 22 years of industry experience. Outside of his advisory role, he is involved in rental property management, overseeing minor maintenance and rent collection for several residential properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Amy Melenson is a financial advisor at Money Concepts Capital Corp with three years of industry experience. She holds a Series 66 designation and has worked at Money Concepts Capital Corp since 2024, with prior experience at Peraton and a longstanding role at U.S. Capitol Police. Outside of financial services, she is a consultant for Pampered Chef, offering kitchen and household products through direct sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, serving approximately 14,700 clients with both discretionary and non-discretionary account structures.

Robert Brewer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC for four years and spent 25 years at H. Beck, Inc. He serves as a board member for the Bryans Road Soccer Association and operates a CPA practice focused on tax preparation and accounting. 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 portfolio management solutions, leveraging a large network of advisors and various technology tools to support client service.

John Loving is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial advisory career, he spent ten years at the National Oceanic Atmospheric Administration. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Leanne Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Lakes is also a licensed notary. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Chaney Sims is a financial advisor with Edward Jones in Waldorf, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Sims worked at Greystar and has been involved with The Vegan Club from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Theodore Secor is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Prince Frederick, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services. The firm manages approximately $1.01 trillion in assets and maintains a large national network of advisors and branch offices.

Shelley Hall is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she is also a Notary Public in Huntingtown, Maryland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

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.

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. 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 strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.