Benjamin Compton is a financial advisor with LPL Financial based in La Plata, Maryland, holding Series 65 and Series 66 licenses and having 28 years of industry experience. He has worked at LPL Financial since 2020 and concurrently operates Oak and Stone Capital Advisors. His prior experience includes roles at Nationwide Securities Inc and the John Sprague Agency. Outside of advisory work, he serves as the money manager for a local Girl Scout troop and is a part-time substitute school bus driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and retirement plan consulting, employing a variety of discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Jonathan Delp is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2022 and previously held positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Wells Fargo entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 based in Prince Frederick, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining LPL Financial and Shore United Bank in 2023, she spent 15 years at infinex Investments, Inc. and Community Bank Tri County. She is a member of Rediker Rendezvous Resort LLC, a real estate venture located in Newry, Maine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

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.

Destiny Pipkin is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

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.

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.

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.

Jessica Collazo is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Raymond James Financial Services, Sullivan & Associates, and T. Rowe Price. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Randy Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC and RLMM Enterprises, LLC. 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 with both discretionary and non-discretionary management, supported by research and model portfolios.

Jessica Light is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her background includes roles at Prudential Insurance Company of America and Community Bank of the Chesapeake. In addition to her advisory work, she is an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and Drug Plan purchases through Retirement Light, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

George Snook is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Mass Mutual since 2004 and previously spent 15 years with Wienken Advisors, Ltd. Beyond his advisory work, he co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

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.