Malgorzata Magathan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she is the owner of Painting by the Sea, Inc., a business she has operated since 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm employs structured planning tools and investment research to support its advisory process, managing approximately $2.74 trillion in client assets.

Danielle Moore is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as Vice President of JDT Together Inc., an S-corporation she helped establish. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset requirements, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Leesa Mereider is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. Her career includes tenures at M&T Securities and Wilmington Brokerage Services Company prior to joining LPL Financial in 2021. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Lance Rogers is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations and is based in Millsboro, DE. Rogers serves as a committee member for the Sussex County (DE) Pension Fund Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of investment advisory programs and affiliated financial services.

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.

Caitlin Hess is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she worked at M&T Bank for two years and held management roles in the salon and spa industry for over thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2008, including a recent role beginning in 2026. Outside of her advisory work, she serves as the board secretary for the Laurel Redevelopment Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial 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 at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Grove Point Investments LLC and David Lerner Associates. Outside of his advisory role, he is involved with Garner Group Financial, LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Matthew Unger is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at M&T Securities for seven years before joining LPL Financial in 2021. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Truist Bank for five years and Sam's Club for six years. He is also a commissioned notary in the state of Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

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 49 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 12 years before joining Wells Fargo in 2016. Evans also serves as co-trustee of the Robert & Virginia Family Trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by in-depth research and analytics.