Michael Plummer is a Series 65 licensed advisor with Cambridge Investment Research Advisors, where he has worked since 2021. He has four years of experience in the financial industry and a background that includes 16 years with the United States Army and ongoing employment with the Department of the Navy’s Naval Aviation Systems Command. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

David Mc Donough is a financial advisor with Edward Jones in Leonardtown, MD, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Franklin Templeton Investments from 2004 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, managed account strategies, and affiliated investment products. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Edward Turbush is a CFP®-designated financial advisor with Edward Jones, based in California, MD. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Reese Mona is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, Reese worked at Seventy2 Capital and has been employed by Morgan Stanley Private Bank since 2023. Outside of his advisory role, he serves as an assistant men's basketball coach at Maurice J. McDonough High School in Pomfret, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Gary Vaughan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in residential real estate as a property owner. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Benjamin Compton is a financial advisor with LPL Financial in La Plata, MD, holding Series 65 and Series 66 licenses and having 28 years of industry experience. He has worked with Nationwide Securities Inc and John Sprague Agency, among others. Outside of advising, he serves as a substitute school bus driver and manages the finances for a local Girl Scout troop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of over 22,900 advisors and oversee more than $800 billion in discretionary assets.

Christopher Day is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Citigroup, Northwestern Mutual Investment Management, Morgan Stanley, and Merrill. He also worked at The Key School from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes broader derivatives and commodities capabilities.

Khiry Lee is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Wells Fargo Clearing since 2021 and concurrently at Wells Fargo Bank, NA since 2019. Prior to his financial services career, he was employed at American Eagle Outfitters from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Angela Kabala is a financial advisor with Ameriprise in La Plata, MD, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise since 2013 and also owns Modern Advisors Inc, a tax preparation and planning business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Nanette Rediker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Shore United Bank, infinex Investments, Inc., and Community Bank Tri County. She is also involved with Rediker Rendezvous Resort LLC in Newry, Maine. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Benjamin Ganley is a financial advisor with Morgan Stanley in La Plata, MD, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at KPMG LLP for two years. Outside of finance, he is engaged as an independent contractor driver for Uber during non-business hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Kimberly Rosenfield is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of her advisory role, she is a fitness coach at Coal Road CrossFit. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

John Salan is a financial advisor at Cetera with over 22 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services. Salan is also president of his own CPA firm, providing accounting, tax, and business consulting services, and serves on the board of the Maryland Society of Accounting and Tax Professionals. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Gemma Smith is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Patriot Ready Mixed Concrete and Kiewit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Christopher King is a financial advisor with Mass Mutual Investors Services in Leonardtown, MD, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he is also engaged in insurance brokerage, selling various life, property/casualty, health, group life, group health, disability, and long-term care insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and provides written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Josiah Wolf is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked for 17 years at Annapolis Area Christian School. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendations combining research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Federico Reyna III is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. His prior work includes roles at TD Bank, PNC Bank, and Advance America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and related services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Novotny is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Bob Hall LLC for eighteen years. Outside of his advising role, he is involved in real estate through ownership and management of residential rental properties and serves as vice president and joint owner of Kesler - Finn LLC, providing consultation on real estate acquisition and leasing. Edward Jones is a full-service wealth management firm serving 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with additional affiliated capabilities such as a trust company and securities-based lending.

Christie Agamaite is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she has worked with the Department of the Navy since 2003. She has also served as treasurer for the Sharks Swim Team. 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 and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Casey Styer is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Prior to that, he worked at Blue Agave Grill for two years. 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 strategies supported by a large network of financial advisors and branch offices.