Hunter Selzer is a financial advisor with Ameriprise in Ocean City, MD. He holds a Series 66 designation and has experience working at Merrill Lynch and in academic roles at Salisbury University and Shenandoah University. Hunter also has a background that includes work at 85n' Sunny and Stephen Decatur High School. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Craig Booth is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior work includes roles at Securities America Advisors and PNC Investments. Booth is also involved in insurance sales through his businesses Timberlake Advisors and Booth Financial Group, soliciting and recommending insurance products. Osaic Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios, utilizing asset-allocation tools and third-party money managers.

Michael Truitt serves as a Senior Resident Director, providing financial advice and guidance to individuals, small businesses, and non-profit organizations since 1982. He has developed a practice centered on asset allocation principles, aiming to reduce risk and improve returns. His approach emphasizes the interconnectedness of financial decisions and their impact on overall financial status. His expertise encompasses college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, socially responsible investing, women and wealth, and retirement income. Truitt holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Plan Fiduciary Advisor designation. He earned a Bachelor of Arts degree in U.S. History from the University of Maryland at College Park in 1982. Residing in Bishopville, Maryland, with his wife Beth and their golden retriever Scout, Truitt contributes to his community through various roles. He is a Trustee of Worcester Preparatory School in Berlin, Maryland, Chairman of the Administrative Council of Atlantic United Methodist Church in Ocean City, Maryland, and a member of the Board of Directors of The Lower Shore Land Trust in Snow Hill, Maryland. He is also affiliated with The Ocean City Marlin Club and the Links at Lighthouse Sound Golf Course in Bishopville.

Charles Adams is a financial advisor at Edward Jones in Berlin, MD, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michelle Gerlitzki is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked for ten years at the Life Crisis Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Matthew Unger is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at M&T Securities for seven years before joining LPL Financial in 2021. 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. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael De Bord is a Series 66-licensed financial advisor with Edward Jones in Berlin, MD, where he has worked since 2013, bringing 13 years of industry experience. He has spent his entire professional career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and provides affiliated capabilities including a trust company and proprietary mutual funds.

Carrie Dupuie is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been affiliated with Raymond James since 2011 and concurrently serves in the military as a Dental Healthcare Manager and medical technician. Outside of her advisory role, she manages a support company unrelated to investments. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and features notable municipal advisory services and employer-focused retirement plan consulting.

Troy Lennox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory role, he is an independent insurance agent involved with various insurance companies and owns Coastal Wealth Management, LLC, a financial services firm based in Berlin, Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Joshua Currence is a financial advisor at Morgan Stanley with 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he held positions at Exact Sciences, SkyBlue Consultants LLC, and Takeda. He holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

David Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked at Truist Bank for five years and Sam’s Club for six years. He is also a commissioned notary in Maryland. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Anna Newton serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She works collaboratively with clients to develop personalized financial strategies aimed at pursuing their long-term goals. In her role, Anna provides access to investment insights from Merrill and the banking and lending solutions of Bank of America to support flexible wealth management approaches aligned with clients' needs. Anna has been recognized for her expertise in the industry, having been named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list and the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Anna earned her Bachelor's Degree from High Point University. Committed to community involvement, Anna participates in local volunteer organizations and serves on the Board of Trustees for Wor-Wic Community College, continuing the Merrill tradition of community engagement.

Brody Grove is a CFP® professional with seven years of industry experience, currently practicing at Ameriprise Financial Services. His background includes roles at Bank of America, Merrill, and Sunglass Hut. He is also the owner of Grove & Company, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines detailed recommendation reports with ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Andy Kim is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and seven years of industry experience. He has been with Cambridge Investment Research since 2019 and is also the principal of Kim & Associates, PA, a CPA firm he has led since 2001. Outside of his advisory role, he serves on the boards of Coastal Hospice, Inc. and the Community Foundation of the Eastern Shore. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

Kara Lewis is a ChFC®-designated financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 13 years with Edward Jones. Outside of her advisory role, she is a business owner of a separate non-investment related venture. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Harold Gordy III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2009 and is also the owner of Coastal Wealth Management LLC, where he authored two financial books. Additionally, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management options including proprietary models, third-party strategists, and flexible custody arrangements tailored to client objectives.

Peter Scott is a financial advisor with Morgan Stanley in Salisbury, MD, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Hebron Savings Bank and SunTrust Mortgage. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools, with clients responsible for implementing and updating their plans.

William Robins is a financial advisor with Morgan Stanley in Salisbury, MD, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process that includes firm-approved tools and modeling techniques.

Kristopher Todd is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning, supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-based financial planning agreements.

Jessica Eisemann is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® certification and the Series 66 license. Eisemann has been with Edward Jones since 2016. She is the founder of the Women's Leadership Council in Salisbury, 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.