Kelly Batey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates Sterling Financial Management, Inc. and Batey Group LLC as DBAs associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services. The firm supports a large network of investment adviser representatives who utilize a range of investment strategies and technologies.

Deborah Frey is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Cetera Advisor Networks. She is based in Frederick, MD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by firm-approved tools and investment models.

Beth Mason is a financial advisor with Morgan Stanley in Frederick, MD, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2015. Outside of advising, she is a notary, providing document verification services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Scott Leishear is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with LPL Financial since 2011 and previously spent four years at Edward Jones. Outside of advising, he serves as an adjunct finance instructor at both the University of Phoenix and Johns Hopkins University, and he is also involved as a Little League umpire in Vienna, Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with research tools and large-scale operational capabilities.

Jordan Ibrahimi is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, he worked at Riptydz and Gentlemen Jim's Restaurant and attended Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kyle Murphy is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Cambridge Investment Research Advisors since 2017 and Midland National Life since 2010. Murphy also works as an independent insurance agent for various companies through Murphy Financial Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Jean Joyce is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, at Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her financial advisory role, she is a partner in Jover Fine Art Productions, a retail and online art business based in Frederick, Maryland. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Bratati Mukherjee is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Maryland Financial Group, PNC Investments, M&T Securities, Banc of America Investment Services, and Truist Investment Services. 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 portfolios, third-party asset management, and institutional platforms.

Samuel Winkler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served 24 years in the United States Army. Outside of advising, he owns a business producing custom patriotic apparel for military organizations and occasionally provides food delivery services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Christopher Brazfield is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2012 and also has ongoing experience with the Department of Defense since 2011. Outside his advisory role, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Diana Leon is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with OSAIC, having joined the firm in 2024, and previously worked at Woodbury Financial Services, Capital One Advisors, Capital One Investing, and Merrill. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based portfolio management.

Eugene Grenham is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at McAllister & Quinn and Highlander Financial Group. Outside of his advisory work, he operates an eBay store called "davidbooksnthings," aimed at teaching children about business and commerce. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David Vogelsang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at Starry Associates, PFS Investments Inc., and Primerica Financial Services. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jacob Amsellem is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Rosenblatt Securities and has a background that includes roles in education. He is also involved with Financial Advantage Associates, where he works as a financial advising employee assisting clients alongside an investment team. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management through a nationwide network of over 10,000 advisors.

Ryan Fabian is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and six years of industry experience. His prior work includes roles at M&T Bank, World Equity Group, Inc., Wealthvest, and The Leaders Group Inc. He is based in Damascus, MD. 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 with access to model portfolios, third-party asset management, and institutional platforms.

Kaon Nelson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior experience includes roles at Morgan Keegan & Company, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. 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 diverse client base including individuals, institutional clients, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kiley French is a Financial Advisor at Merrill Lynch Wealth Management. She is dedicated to helping individuals and families achieve their financial goals through a personalized planning process that begins with understanding each client's unique situation, values, and goals. Kiley focuses on creating tailored strategies that align with clients' needs and lifestyles, empowering them to pursue what matters most. Kiley discovered her passion for financial advising while attending Pennsylvania State University, where she earned her bachelor's degree. She launched her career at Merrill Lynch upon graduation and built her practice with an emphasis on client education, believing that financial planning is most effective when clients understand not only what they are doing but why they are doing it. She holds the designation of Personal Investment Advisor (PIA). Residing in Boonsboro, Maryland, Kiley lives with her husband, daughter, two stepsons, and their dog, Diggs. Outside of her professional work, she enjoys cooking, golfing, hiking, spending time with her family, playing volleyball, and watching movies.

Benjamin Seibert is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2021. Outside of his advisory role, he is a cofounder of PeerInvest LLC, a small real estate syndication partnership focused on property investment analysis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and modeling techniques.

Raul Coronado Mardonez is a Financial Consultant at Fidelity Investments, where he currently collaborates with clients to develop tailored financial plans that address their unique family needs. His approach emphasizes building strong, lasting relationships based on trust, reliability, and knowledge to serve as a trusted advisor for his clients. Raul has held various roles within Fidelity Investments since 2021, including Investment Consultant and Planning Consultant. Prior to joining Fidelity, he gained experience in banking roles such as Priority Relationship Manager at Citibank and Personal Banker positions at Suntrust Bank and Wells Fargo. This diverse background has contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Raul has personal interests that include family activities, music, parenthood, photography, running, and soccer.

Michael Rodriguez is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience at multiple firms since 2018. His prior roles include positions at Fiduciary Decisions and Facet Wealth, as well as work at First United Land Transfer and Kutztown University of Pennsylvania. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services to other financial institutions, and supports a large participant base through both advisor-led and online offerings.