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.

Jonathan Swerdloff is a financial advisor with LPL Financial in Davidsonville, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes over 30 years at Avantax Investment Services, Inc., and he operates a tax preparation and accounting business as a CPA. He has been managing his own practice, Jonathan D. Swerdloff, PA, since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and corporations. The firm offers various advisory programs and financial planning services supported by both discretionary and non-discretionary management approaches, as well as research and model portfolios from multiple sources.

Harrison Howard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Credit Suisse before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting using a combination of quantitative modeling and centralized due diligence.

Andrew Di Ferdinando is a financial advisor with Fisher Investments, holding Series 65 and Series 63 designations and 11 years of industry experience. He has been with Fisher Investments since 2017 and previously worked at Northwestern Mutual in various capacities from 2015 to 2017. Fisher Investments manages discretionary portfolios for a diverse global client base, including institutional and high-net-worth investors. The firm employs a centralized investment approach combining quantitative and qualitative research, offers tax-aware strategies, and provides sub-advisory and retirement plan services.

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.

Erik Thompson is a financial advisor with Edward Jones in Edgewater, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked in the automotive industry with positions at Toyota of Bowie, Nissan of Bowie, and Toyota of Waldorf. 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 investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Themba Magagula is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2015 to 2018. Outside of his advisory role, he owns a repair business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

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.

James Roble is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2001. He is based in Davidsonville, MD, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Roble serves on the board and finance/investment committee of the Community Dental Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

Brett Marchand is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2005. He also has a longstanding role at Tower Federal Credit Union dating back to 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory and brokerage services.

Henry Chalkley is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he serves as Chairman Emeritus and advisor to the Board of Directors of the Maryland Private Golf Club Conference. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

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 Advisors, she has held positions at MT Zion United Methodist Church and PFS Investments Inc. Outside of advisory work, she is involved with the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors sponsors 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 uses model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

John Snowden is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. He operates in Edgewater, MD, and is also associated with Thomas Point Financial, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jessica Clowney is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously spent four years at Morgan Stanley. Outside of finance, she has been involved with Simply Elegant Catering from 2010 to 2024. J.P. Morgan Securities LLC 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 investment recommendations.

Spencer Eisemann is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at the Robert H. Smith School of Business and PepsiCo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Paul Colbert Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advisory work, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Samantha Cimino is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at M&T Bank Financial Services, Southern Maryland Family Dental, The Goddard School, The Community College of Baltimore County, and Unicorn Transportation Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Michael Yankanich is a financial advisor with Merrill holding a Series 66 credential and has one year of industry experience. His prior roles include positions at Bank of America, Salisbury University, and work with small business and nonprofit organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal and third-party teams.

Ryan Payne is a financial advisor with Edward Jones in Owings, MD, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Blackout Racing 4 LLC, a manager-managed LLC based in Louisville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.