Gray Boutte is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors over his career. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

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® with three years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Merrill and Bank of America. Oursler’s background also includes experience in education at the University of Delaware, University of Maryland, and Gilman High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by firm research and a range of portfolio management styles.

James Furnary is a financial advisor with Ameriprise in Cambridge, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and emphasizes the use of Ameriprise managed accounts in its planning process.

Bradley Hollandsworth is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Cetera Investment Services, Wells Fargo, Bank of America, and Merrill. Outside of finance, he has been involved with Big Truck Farm Brewery. 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 financial planning and advisory programs, discretionary and non-discretionary management, and investment solutions supported by in-house and third-party research.

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 financial advisor with LPL Financial in Easton, MD, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at LPL Financial since 2009 and has been associated with Shore United Bank (formerly Centreville National Bank) since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Christopher Parks is a CFP® professional with 11 years of industry experience, currently associated with LPL Financial in Easton, MD. He has worked at LPL Financial since 2017 and also has a background with Shore United Bank and Michael Andersen Registered Investment Advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Blake Whitten is a financial advisor at LPL Financial in Cambridge, MD, holding Series 63 and Series 65 registrations with 10 years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC from 2015 to 2019. Whitten is also involved with the Whitten Insurance Agency, a business he has operated since 2015. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by model portfolios and research.

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 at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Folger Nolan Fleming Douglas Inc. and PNC Investments. Outside of his advisory work, he has created content for a YouTube channel, which has been inactive since 2022. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored portfolio management and financial planning services through various advisory programs.

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.

Lauren Lerch is a financial advisor at Osaic Wealth, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of advising, she is a notary public. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools like asset-allocation models and automated rebalancing to construct diversified portfolios.