Randy Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, RLMM Enterprises, LLC, Grove Point Investments, LLC, and IFG Advisory Services Inc. Lakes is also involved in managing Lakes Investment Solutions Group, LLC as a DBA related to his LPL business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Jessica Light is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also serves as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and drug plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

George Snook is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Mass Mutual since 2004 and previously spent 15 years with Wienken Advisors, Ltd. Beyond his advisory work, he co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Shaun Kline is a financial advisor at Edward Jones in La Plata, MD, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 12 years at American Girl. 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 under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mark Walker is a financial advisor with Edward Jones in La Plata, MD. He holds the ChFC® designation and Series 66 license, and has 13 years of industry experience, having worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alexandra Greathouse is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she held roles at Grove Point Investments LLC and Lakes Investment Solutions Group, as well as Lakes & Company, LLC. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Elizabeth Swann is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Thrivent and its related entities since 2003 and holds leadership roles outside of her advisory work, including serving as President of the La Plata Volunteer Fire Department Ladies Auxiliary and Treasurer for Trinity Episcopal Church. Additionally, she works as an Accounting Manager at the College of Southern Maryland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Katharine Myers is a financial advisor with Morgan Stanley in La Plata, MD, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Lisa Kennedy is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Enterprise. Her prior roles include positions at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management. Outside of her advisory work, she serves on nonprofit boards including Harbor Christian Homeschool Group of Calvert County and Voices In Praise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and other specialized services.

Keven Kling is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial services career, he served 33 years in the United States Air Force and the District of Columbia Air National Guard. 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 strategies, separately managed accounts, and affiliated mutual funds.

Domenick Snook is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and five years of industry experience. He has worked previously at Bloomberg L.P. and Citigroup, and currently co-leads financial literacy seminars as an instructor with Appalachian Financial Literacy Group, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual planning engagements using firm-approved software and educational seminars, emphasizing collaborative client relationships without discretionary investment authority.

Liam Campbell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked for NEO Enterprises/Once Upon a Child for ten years prior to joining MassMutual. He also co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative client relationships and goal-based recommendations.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.