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Mary S

PFS™, Series 63, Series 66

Lexington Park, MD

Cetera

Mary Sulick is a financial advisor at Cetera with 24 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Her prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and HeimLantz Professional Corporation. Sulick serves on the Anne Arundel County Pension Trustee Board and is involved with a nonprofit focused on the prevention of child abuse. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew D

Series 63, Series 65, Series 66

Solomons, MD

LPL Financial

Andrew Dunbar is a financial advisor at LPL Financial with 28 years of industry experience. He has held positions at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022 before joining LPL Financial. Outside of his advisory role, he works as a freelance musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
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Elizabeth R

Series 66

Prince Frederick, MD

Edward Jones

Elizabeth Rockenbaugh is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2020. She has five years of industry experience and a background that includes roles at Creative Software Consultants and A-Whisco, Inc. Outside of her advisory work, she serves as a youth soccer referee in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Women Professionals Widow/Widower
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John C

Series 66

Prince Frederick, MD

Edward Jones

John Carey is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served six years in the US Navy and worked in IT consulting and technology-related roles. He also owns and manages an IT consulting firm, Digital Home Technologies LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of investment strategies and affiliated products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey L

Series 66

Hollywood, MD

Edward Jones

Jeffrey Linger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served with the Maryland State Police for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David S

Series 66

California, MD

Edward Jones

David Smith is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at SMECO for 19 years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning ESG / Sustainable investing General estate planning guidance Military & Veterans LGBTQIA
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Sean M

Series 66

Lusby, MD

Edward Jones

Sean Mc Guire is a financial advisor with Edward Jones in Lusby, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Silas H

CFP®, Series 66

Prince Frederick, MD

OSAIC

Silas Hoxie is a Certified Financial Planner® with seven years of industry experience, currently advising at Osaic. He previously worked at Lincoln Financial Advisors and Heritage Financial Consultants. In addition to his advisory role, he serves as an adjunct professor at Towson University, where he teaches a retirement benefits class. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage customized portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dolly S

CFP®, Series 63

Lexington Park, MD

LPL Enterprise

Dolly Suarez is a CFP® with two years of industry experience, currently affiliated with LPL Enterprise. She has worked at several firms including Cetera, Heimlantz CPAs & Advisors, and Commonwealth Financial Network. In addition to her advisory role, she operates Dolly's Tax & Advisory CPA, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Justin R

CFP®, Series 63, Series 66

Prince Frederick, MD

Edward Jones

Justin Ruest is a CFP® with 16 years of experience at Edward Jones, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he coaches middle school baseball in Prince Frederick, MD. 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 and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael K

Series 66

Lusby, MD

Edward Jones

Michael Kelly is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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