Carrie Kelly is a financial advisor at Edward Jones with 16 years of experience, holding a Series 66 designation. Based in California, MD, she has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Andrew Dunbar is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Morgan Stanley, and Truist Investment Services. Outside of his advisory career, he is active as a freelance musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services including financial planning and access to model portfolios and third-party asset managers.

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.

John Carey is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he served in the US Navy for six years and worked at Precise Systems Inc and Digital Home Technologies LLC, an IT consulting firm he owns. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

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.

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.

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.

Dolly Suarez is a CFP® with three years of experience and is currently with LPL Enterprise. She has previously worked at firms including Cetera, Avantax, and Commonwealth Financial Network. Suarez is also involved with Heimlantz CPAs & Advisors, a CPA firm, and Heimlantz Financial Advisors, a wealth management firm offering financial and business planning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

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.

Michael Kelly is a financial advisor at Edward Jones in Lusby, MD, holding a Series 66 designation and with 15 years of industry experience. He 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, offering a broad range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and supplemental capabilities such as a trust company and securities-based lending.