Danielle Brooks is a Series 66-registered financial advisor with Ameriprise in Annapolis, MD, bringing 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005. Outside of her advisory role, she is involved in real estate ownership. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware strategies.

Virginia Oursler is an advisor at Raymond James & Associates with a Series 66 designation and experience beginning in 2026. Prior to joining Raymond James, she worked at Brown Advisory for three years and spent four years each at Duke University and The Bryn Mawr School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and public entities, and offers financial planning, investment consulting, and municipal advisory services through its various divisions and programs.

Wade Oursler is a CFP® professional with four years of industry experience, currently advising clients at Raymond James & Associates. His prior roles include positions at Merrill and Bank of America. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research support.

Bradley Hollandsworth is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at Cetera Investment Services, Wells Fargo, Bank of America, and Merrill. Outside of finance, he was involved with Big Truck Farm Brewery for three years. 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, and institutional platforms, supporting investment advisers with research and operational tools.

Garrett Thrift is a CFP®-certified financial advisor with 15 years of industry experience, currently with Raymond James & Associates since 2026. He previously worked at Bank of America and Merrill Lynch from 2010 to 2026. Outside of his advisory work, he is involved with Baldy Bliss, LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Lora Davis is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at LPL Financial since 2009 and Shore United Bank since 2006. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Parks is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial and Shore United Bank since 2017. He previously worked at Michael Andersen Registered Investment Advisor from 2015 to 2017. Parks operates within several divisions of Shore United Bank related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kirk Thrush is a Senior Vice President and Financial Advisor at Merrill Lynch Wealth Management in Easton, Maryland. He brings a comprehensive approach to wealth management, focusing on family wealth strategies, legacy planning, retirement income, and tax minimization. Kirk also manages daily operations of the Merrill Lynch branch in Talbot County while serving a diverse clientele that includes affluent families, endowments, foundations, and non-profits. Since earning his bachelor's degree in business management from the University of Maryland in 1980, Kirk gained experience working at 3M Corporation before joining Merrill Lynch in Washington, D.C. in 1983. He relocated to Easton in 1994 to expand the firm's local presence. Kirk holds the Personal Investment Advisor (PIA) designation and emphasizes educating clients to ensure a clear understanding of financial plans and strategies. Outside of his professional responsibilities, Kirk is engaged in the community, having served as past president of the Board of Trustees for The Country School in Easton. He is also involved with the Eastern Shore Hockey Association. In his personal time, Kirk enjoys outdoor activities like skiing, golfing, boating, biking, baseball, fishing, and ice hockey.

Skylynd Kahat is a financial advisor at Robert Baird & Co. with five years of industry experience. Kahat holds the Series 66 designation and has been with Baird since 2020. Prior to joining Baird, Kahat worked in the hospitality industry and insurance services. Outside of advising, Kahat serves as the head coach of a lacrosse team. Robert Baird & Co.’s DDK Group provides wealth management and consulting services to individuals, families, pensions, corporations, and institutional clients. The group offers tailored investment strategies through a combination of in-house and third-party managers, covering a wide range of asset classes and management approaches.

Aimee Watkins is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2020. Prior to her current role, she worked at Benson & Mangold Real Estate from 2014 to 2017. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Gregory Beane serves as a Resident Director at Merrill Lynch Wealth Management. He began his career with Merrill in 1990 and has been based on the Eastern Shore of Maryland since 1997. Throughout his tenure, Gregory has focused on helping multi-generational families, small businesses, and nonprofit organizations address both their short-term and long-term financial goals. Gregory holds a bachelor’s degree from James Madison University and maintains the professional designation of Personal Investment Advisor (PIA). His team takes a holistic approach to wealth management, advising clients on strategies that encompass both the growth and preservation of their personal balance sheets. His expertise includes divorce transition planning, family wealth management strategies, legacy planning, retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income. In addition to his professional work, Gregory is involved in his community through coaching youth hockey and participating in local organizations such as the Tidewater Rotary Club. He resides in Royal Oak, Maryland with his wife and two children. His interests include fishing, golfing, ice hockey, running, and skiing.

Jennifer Edgell is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at City National Bank, LPL Financial, and Janney Montgomery Scott. She serves as a committee member for The Salvation Army, contributing to the organization’s impact through monthly meetings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Kevin Flaherty is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Folger Nolan Fleming Douglas Inc., PNC Investments, and City National Bank. He has also created content for a YouTube channel, although it has been inactive since 2022. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides services including portfolio management, financial planning, and brokerage.

Emma Elmes is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at RBC Capital Markets since 2015, including a two-year period at Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Rachel Land is a Series 66 licensed financial advisor with Merrill, based in Easton, MD, and has six years of industry experience. She has worked at Merrill since 2018 and previously held positions at the University of Maryland, College Park, and Safeway. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Miller is a CFP®-designated financial advisor with 37 years of industry experience, currently with RBC Capital Markets and City National Bank. He previously worked at UBS Financial Services for nine years. Outside of his advisory role, Miller is active as a musician and serves on the board of Archbishop Curley High School in Baltimore. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Amanda David is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at The Henker Group for seven years and has experience in the hospitality industry, including positions at Blackthorne Irish Pub, Lighthouse Oyster Bar & Grill, and Awful Arthurs Restaurant. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raymond Sutch III is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various roles since 2010. Outside of his advisory work, he serves as a baseball coach at Queen Anne's County High School. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Alex Fritzsche is a financial advisor with RBC Capital Markets in Easton, MD, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Brooke Grimes is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked previously at City National Bank, UBS Financial Services, and M&T Bank. Outside of her advisory role, she owns Nice Cans Jewelry, where she creates and sells handmade earrings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and integrates both in-house and third-party investment managers to meet client needs.