Mark Namvary is a financial advisor with UBS Financial Services in Forest Hill, MD, holding Series 63 and Series 65 registrations and with 30 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Ibrahim Al Naber is a financial advisor with LPL Financial, holding the Series 66 designation and 17 years of industry experience. His prior roles include positions at Waddell & Reed Inc., Mutual of Omaha Investor Services, Inc., and Ameriprise. He is also involved with Modern Life Group, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies and leveraging technology for operational support.

Jason Salvino is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has six years of industry experience. His prior roles include work at T. Rowe Price from 2019 to 2021 and multiple positions associated with Pacific Lutheran University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Curtis Shambaugh is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, he operates Shambaugh Financial LLC, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, with access to multiple program structures and third-party managers.

Richard Brown is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked with Avantax Investment Services, 1st Global Advisors, and Avantax Insurance Services. Outside of his advisory work, he plays baritone horn in a German band that performs for church events. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as customizable investment strategies.

John Fisher is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Taber is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and PFS™ designations and possessing 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, previously affiliated with National Planning Corporation and operating Taber Financial Services, LLC since 2002. Outside of his advisory roles, he serves as a scoutmaster for a local Boy Scout troop in Jarrettsville, MD. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides various investment solutions, including proprietary and third-party model strategies, delivered via multiple platforms with discretionary and non-discretionary options.

Joshua Ritz is a financial advisor with LPL Financial in Churchville, MD, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at firms such as Raymond James Financial Services, Wells Fargo Advisors, BB&T Investment Services, Banc of America Investment Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Fisher Jr. is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2003. Based in Quarryville, PA, he has operated under the Fisher Wealth Management Group as part of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Denny Breneman is a financial advisor with LPL Financial who holds the ChFC® designation and a Series 66 license, bringing 23 years of industry experience. His prior work includes 20 years at M&T Securities and two years at Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brian Broberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he is founder of Unfinished Media, LLC, where he works as an author, educator, podcaster, and speaker, and serves as a volunteer lecturer at the Osher Lifelong Learning Institute of Pennsylvania State University. He also volunteers as treasurer for the Bethlehem Steltz Reformed Church. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement advisory, and financial wellness services to a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm supports independent financial professionals with a range of portfolio management options, proprietary model strategies, and access to third-party managers, while maintaining institutional features such as equity participation and compliance processes.

Drew Gress is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Securities America, The Marshall Financial Group, and Penn Mutual Life Insurance Company. He is also an independent insurance agent with Keller-Brown Agency Inc. 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 plan advisory services through independent Financial Professionals, providing tailored strategies across multiple platform arrangements.

Jeffry Ambrose is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, including time spent at AXA Advisors LLC prior to its rebranding. He serves as an administrator or executor of estates and trustee of trusts for both family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and offering ERISA fiduciary services for qualified plans.

Ryan Appleby is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and the Series 66 license. He has 22 years of industry experience, including prior roles at M&T Securities and Hergenroeder Financial Advisors, Inc. He is based in Jarrettsville, MD. 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 solutions, utilizing both proprietary and third-party strategies delivered through a large network of advisors.

Gregory Wolfe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at firms including LPL Financial and Peoplesbank prior to joining Cetera and Orrstown Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Samuel Shinn is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at LPL Financial and Northrop Grumman Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Thomas O'Conor is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. Prior to this, he worked at Bank of America and Merrill from 2013 to 2020. He is also involved in private wealth management through his ownership in Thomas O'Connor LLC and partial ownership and co-trustee roles in SCO Wealth Management, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

William Watson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 31 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Crown Capital Securities, Guardian Life, and Equity Services, Inc. Watson also markets his advisory services under Frame Wealth Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, utilizing model-driven investment implementation and offering access to third-party asset managers and various financial planning services.

Julia Wagner is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Her prior work includes roles at JT Mummert, Community Services Group, and Drumgoole Financial Services. Before entering the financial sector, she worked in theatre and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Hoy is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at First National Bank, Prosperity Home Loans, and Stearns Lending, as well as a period of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and 15,121 branches. The firm 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.