Gary Wright is a financial advisor with LPL Financial based in Catonsville, MD. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining LPL Financial, Wright worked for Janney Montgomery Scott for 14 years. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Mark Kutz is a financial advisor at Cetera with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2016. Prior to that, he was with Investors Capital Corp. for 21 years. In addition to his advisory role, he is an insurance agent specializing in life, health, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christin Shifflett is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked at LPL Financial since 2019. Outside of finance, Shifflett owns and operates several children’s fitness centers, including CR Fit Kids, My Gym Crofton, and C&C Kids Gym. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Nicole Treiber is a financial advisor at OSAIC with nine years of industry experience. She holds the Series 66 designation and has worked previously at XML Financial, LLC and XML Securities, LLC (formerly Lara, May & Associates, LLC). OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset allocation and risk management tools, supporting both discretionary and non-discretionary account management.

Kimberly Grelli is a financial advisor at RBC Capital Markets with 9 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Bank since 2021, in addition to her ongoing role at RBC Wealth Management since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and model providers.

Ashlyn Hood is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Jemma Investment Advisors LLC and MS Howells & Co. Hood also owns rental property in Baltimore, MD. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Miller is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he gained extensive experience in insurance and securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products through an integrated advisory and brokerage platform.

Shannon Storch is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and previously worked at St. Maria Goretti High School and Fairfax County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis and combines these with managed-account programs under a consolidated billing option called WealthPlan.

Ruth Sliviak is a financial advisor with LPL Financial holding Series 65 and Series 63 designations and over 25 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC and Grove Point Investments, LLC. Outside of her advisory work, she volunteers with a local citizen group and serves as a committee member and Eucharistic Minister at St. Jane Frances de Chantal Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by in-house and third-party research and model portfolios.

Joel Fiddle is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Bank of America N.A., and M&T Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Robert Link is a financial advisor with LPL Financial in Catonsville, MD, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked at MML Investors Services LLC and MassMutual Life Insurance Company for five years, along with experience at Cantella & Co., Cabot Lodge Securities, and Wells Fargo Advisors. He is also involved in insurance sales through Statera Advisors, LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 provides a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Stanley Chronowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials, and has 28 years of industry experience. He previously worked at M&T Securities for 15 years before joining LPL Financial in 2021. 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, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Tina Buck is a Series 66-credentialed financial advisor with Edward Jones, based in Mt Airy, MD, and has two years of industry experience. She previously worked at Foundations Counseling as a therapist and has continued to maintain the counseling business to comply with regulatory requirements. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Gordon Margerum is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee model for its services.

Mitchell Kallemyn is a Series 66 credentialed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked in public education and local government and operated a family child care business. He serves as a council member and chairs the Stewardship Committee at Holy Spirit Lutheran Church in Eldersburg, MD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics without discretionary trading authority, offering clients the option to combine planning with managed-account services under a consolidated billing program.

Paul Sorenson is a Series 66-credentialed financial advisor with eight years at LPL Financial and a total of seven years in the industry. His prior work experience includes a role with the 58th Presidential Inaugural Committee and co-ownership of a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a nationwide client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and provides both discretionary and non-discretionary portfolio management.

David Crabtree is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Blackstone, M&T Bank, and Fidelity & Guaranty Life. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Wise is a financial advisor with LPL Financial in Westminster, MD, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2021 and concurrently holds a position at M&T Bank since 2019. Prior to her financial career, she gained experience in the hospitality industry with Maggie's Restaurant and Full Moon Pub & Grill. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Renee Russell is a financial advisor at Edward Jones in Owings Mills, MD, holding the Series 66 designation with three years of industry experience. Prior to Edward Jones, her work history includes roles at Kennedy Personnel Services, IPS Lynx, MGM Resorts International, and Maryland Live! Casino. Outside of her advisory role, she hosts trivia events on a part-time basis for Charm City Trivia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, including affiliated mutual funds and tax-efficient portfolio management, operating under a fiduciary standard.

Timothy Beschner is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his industry career in 2025. Prior to his advisory role, he held various positions including multiple engagements with Chapelgate Presbyterian Church and a role at Liberty University. He is the owner of Besch Inc, a business entity unrelated to investment activities. 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 advisors. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and research to deliver both discretionary and non-discretionary management.