Barry Euzent is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and has been associated with Monumental Life since 1987. In addition to his advisory work, he operates as an independent insurance agent focusing on life, disability, and long-term care products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm combines proprietary and third-party strategies across multiple platforms and offers both discretionary and non-discretionary investment management tailored to client goals.

Conor Williams is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Pacer Financial Inc and Pacer ETFS. Outside of his advisory work, he has been involved in entrepreneurial activities with Gidget's Gadgets since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Christopher Thompson is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Thompson is involved in several land and real estate holdings and development ventures in Rehoboth Beach, Delaware. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Perrin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Turning Point USA. 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 combines institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Albert Antlitz is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked with the Dorchester County Soil Conservation District and Blackwater Paddle and Pedal. Outside of his advisory role, he is involved in a brokerage business. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Katherine Armstrong is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2025. She previously worked at Lincoln Financial Advisors Corp for 21 years and has been associated with Johns Hopkins University since 1992. Armstrong is involved in offering accident and health insurance, disability, fixed annuities, long-term care insurance, and traditional life insurance as an agent. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to manage diverse portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Archibald Mcmichael III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and Lifemark Securities Corp., among others. He is the owner of AW McMichael, a tax planning and consulting business, and serves as Treasurer for the United States Merchant Marine Academy Tri-State Parents Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers across various program structures.

Stephen Hill is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Cetera Advisors LLC and Prosperity Atlantic Wealth Management LLC. Hill also has involvement with Momentum Insurance Services, focusing on non-variable insurance. 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 management, model portfolios, and retirement plan consulting.

Joseph Jaszemski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, M&T Bank, CUNA Mutual Group, and Cuna Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

John Lavalle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

John Bennish is a financial advisor with Edward Jones in Ocean Pines, MD, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Infinex Investments, Inc. and Bank of Delmarva. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Diana Curran is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of her advisory role, she provides pension consulting services focused on NYC school teachers. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, investment advisory, and retirement plan consulting services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct and manage portfolios across a broad range of securities and investment strategies.

Glenn Sweeten Jr. is a CFP® certificant with 12 years of industry experience, currently with LPL Financial since 2024. He was previously an advisor at Edward Jones for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

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.

Tylor Lennox is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Prior to his financial advisory career, he worked in the restaurant industry and has served on the Worcester County Chamber of Commerce board in Ocean Pines. He is also the owner of Lennox Distribution, LLC, a retail sales business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides multiple investment platforms and both discretionary and non-discretionary portfolio management options, with proprietary and third-party model strategies.

Froilan Brittingham is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and possessing 10 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017 and previously held positions at Citizens Securities Inc. and Citizens Bank from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Marina Townsend is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She has worked at M & T Securities since 2015 and previously at M & T Bank for 15 years. Townsend has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Theodore Hart is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, with clients responsible for plan implementation.

Jerry Booth is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2009. Outside of his advisor role, he operates under the DBA Booth Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supported by proprietary and third-party research.

Craig Flury is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, alongside his tenure with Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.