Cory Gertz is a financial advisor at Edward Jones in Dunkirk, MD, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Baker Tilly from 2020 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of advisors and branches.

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.

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.

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.

Dwight Ferguson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. In addition to his advisory role, he is involved in mortgage lending facilitation, insurance agency leadership, and business exit planning strategies through his firm, Ferguson Financial Group. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and retirement plan consulting through a large network of affiliated advisors and multiple advisory platforms.

Thomas Riffe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served four years in the United States Marine Corps and worked at Shore United Bank. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Calandruccio is a financial advisor with LPL Financial in Suitland, MD, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at firms such as CUNA Mutual Group, Kestra Financial Services, and Securities America Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, combining advanced technology tools with a broad platform of advisory and non-advisory financial products.

Randall Brown is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Urbanland Company and Bluwater Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Harrison Howard is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously spent two years at Credit Suisse. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Cassandra Hudley is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Brokerage Services, Bank of America, Merrill, and other firms. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Paul Friese is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Wireless Advocates, and the University of Maryland University College. Outside of his advisory role, he sells items on eBay on a small scale. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations that are less common among large institutional peers.

Paul Schiavone is a Series 66 credentialed financial advisor with Edward Jones in Churchton, MD, where he has worked since 2012, totaling 14 years of industry experience. He is a member of MJM Enterprises LLC, a women’s consignment store operated by his wife. 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 investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Themba Magagula is a financial advisor at LPL Financial with 20 years of industry experience and a Series 66 designation. He has worked at several firms including Capital One Advisors, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he owns a repair business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Coffey is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Bank of America. 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 through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Kaczmarek is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Ameriprise and has held prior roles at Morgan Stanley, Bogart Wealth, LLC, and H. Beck, Inc. She has had multiple tenures at Ameriprise since 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm uses proprietary research and algorithmic tools to support its recommendations, which emphasize tax-aware withdrawal approaches and Social Security claiming options.

Steven Eagley is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a charter boat business in the British Virgin Islands and operates a horse farm in Maryland where he boards horses and hosts events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized investment strategies implemented through in-house and third-party managers.

William Smith Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Money Concepts Capital Corp for 10 years and has been involved with Inov8ive Financial Solutions Consulting Group since 2010. Outside of his advisory role, he serves as president of IFS Consulting Group LLC, which provides financial literacy training. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using multiple custody platforms and a mix of proprietary and third-party investment strategies.

Kaula Jacks is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Financial Services in 2021, Jacks held positions at several firms including Equinox and Maryland Strength & Fitness. Outside of financial advising, Jacks is involved with MT Zion United Methodist Church. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party managers and custody services, operating with approximately 3,698 advisors and $15.5 billion in assets under management.

Mackenzie Embrey is a financial advisor with Edward Jones in Huntingtown, MD, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2018, Embrey worked at Firstbank and spent two years at the University of Northern Colorado. 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 large network of financial advisors and branch offices nationwide.