Leesa Mereider is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021, with prior experience at M&T Securities dating back to 2011. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lance Rogers is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 credentials. He serves on the Sussex County Pension Fund Committee in Delaware. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and provides services such as tax-efficient investing and proxy voting under a fiduciary standard.

Sarah Edwards is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at the American Nurses Association for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, as well as affiliated mutual funds and other investment services.

David Esham is a financial advisor with Morgan Stanley in Salisbury, MD, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he is the managing member and sole owner of Thunderstick Farm, LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting a range of investment and financial strategies.

Amanda Lee is a financial advisor with Edward Jones in Laurel, DE, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2008 in various capacities. Lee serves as Board Secretary for the Laurel Redevelopment Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Craig Booth is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior work includes roles at Securities America Advisors and PNC Investments. Booth is also involved in insurance sales through his businesses Timberlake Advisors and Booth Financial Group, soliciting and recommending insurance products. Osaic Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios, utilizing asset-allocation tools and third-party money managers.

Zachary King is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has held various roles in financial services and mortgage companies. He is also the operations manager at Comprehensive Financial Solutions, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with various program options and custodial relationships.

Joseph Garner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments LLC and David Lerner Associates. He is also involved with Garner Group Financial, LLC, an insurance-related business. 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 advisers. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Matthew Unger is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at M&T Securities for seven years before joining LPL Financial in 2021. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Thompson is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license. He has five years of industry experience and has worked at Edward Jones since 2020. Prior to joining Edward Jones, Thompson held positions at the Greater Georgetown Chamber of Commerce, Mezcali, Baywood Greens, and Tunnell Companies LP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Andrew Sammons is a financial advisor with Ameriprise in Milton, DE, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and First Allied Advisory Services. He is also the owner of Select Financial Inc, an insurance agency. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-smart withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joshua Currence is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he held positions at Exact Sciences, SkyBlue Consultants LLC, and Takeda. He holds a Series 66 designation. Morgan Stanley Wealth Management serves 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Matthew Danmyer is a CFP® professional with nine years of industry experience, currently serving at Cetera. His prior roles include positions at Merrill, Bank of America, MFS Wealth LLC, and Montgomery Financial Services. He is also engaged with Comprehensive Financial Solutions, Inc. as a certified financial planner. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

David Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked at Truist Bank for five years and Sam’s Club for six years. He is also a commissioned notary in Maryland. 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 discretionary and non-discretionary portfolio management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Michael Scutari is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. He previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a vestry member at St. Mark's Episcopal Church and sits on the board of the Georgetown Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services across multiple program structures and custodial relationships.

Kelly Elliott is a financial advisor with Edward Jones in Salisbury, MD, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Elliott worked at PNC for nine years. 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 and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Loren Evans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Evans serves as co-trustee of the Robert & Virginia Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Chantal Moyer is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. She has worked at UBS since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Kara Lewis is a ChFC®-designated financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 13 years with Edward Jones. Outside of her advisory role, she is a business owner of a separate non-investment related venture. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Peter Scott is a financial advisor with Morgan Stanley in Salisbury, MD, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Hebron Savings Bank and SunTrust Mortgage. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools, with clients responsible for implementing and updating their plans.