Henry Chalkley is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he serves as Chairman Emeritus and advisor to the Board of Directors of the Maryland Private Golf Club Conference. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Garrett Phillips is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles at NewDay USA and HomeBuyer Connections, among others. He also works as a business processor and paraplanner with River Hills Consulting Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Joel Dovi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations based on risk profiles and firm research.

Paul Burdett III is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Prior to joining Raymond James, he worked at the National Oceanic and Atmospheric Administration and held positions at Anne Arundel County and the Smartlink Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Richard Shumway is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has a background that includes nearly a decade at Wilcox Electric, LLC. He and his wife own a rental property that they manage for a family member. 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, including managed solutions and separately managed accounts, and is notable for its large network of advisors and branch offices as well as its affiliated financial services.

Amanda Mc Gehrin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Trident Funding and yacht sales firms in Annapolis. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Sandra Duff is a financial advisor with Ameriprise in Bel Air, MD, holding a Series 66 designation and 20 years of industry experience. She previously worked at MetLife Securities Inc from 2010 to 2016 before joining Ameriprise, where she has been since 2016. Outside of her advisory role, she serves as a paraplanner for Preal Haley and Associates. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrew Hickey III is a financial advisor at Osaic with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Capital One advisors. Hickey is also a partner at Symmetry Financial Partners, where he engages in insurance sales and financial planning. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools, risk assessments, and automated portfolio rebalancing across multiple asset classes.

Scott Martin is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a personal representative for his mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jordan Toepel is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Nuveen Investments for 15 years and Calamos Investments for two years. Outside of his advisory role, he is involved in youth soccer coaching, serving as an assistant coach for Christos FC and owning Everything Hurts, LLC, through which he coaches for the Liverpool International Academy Central MD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated trust company, and securities-based lending options.

Andrew Kadala is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Cetera Advisors LLC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his firm work, he is involved as an investment advisor with Fishing Creek Financial LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Venus Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bowie, MD, bringing 20 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, Wilson serves as an advisory board member for the Maryland Insurance Administration, providing input on licensing issues related to life and health advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes written recommendations on various planning topics and the option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Denika Tokunaga is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved as a life coach and serves as a board member and committee member for Project Culture. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Greeley is a Series 66 credentialed financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Hanover, MD. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fred Sherrill is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 20 years of industry experience, including roles at City National Bank since 2017 and RBC Capital Markets LLC since 2008. Outside of finance, he is involved in a residential real estate development company as managing director and is an active owner of a small private company related to interior design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Andrew Dans is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co., Ameriprise, American General Life Insurance, and AIG Capital Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee and uses tax-aware strategies alongside defensive tactics to manage risk and positioning.

Kirk Michel is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including WesBanco Securities, Morgan Stanley, E*TRADE Securities, and TIAA-CREF. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under separate but consolidated arrangements and serves clients through a network of financial advisors.

Paul Burdett Jr. is a financial advisor at Raymond James Financial with 43 years of industry experience. He has held roles at Raymond James Financial Services, Inc. since 1999 and previously worked at Capitalist Investment Services from 2004 to 2024. He holds Series 63 and Series 65 credentials. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling.

Jessica Costello is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Annapolis, Maryland. She assists clients in creating personalized strategies aimed at achieving their financial goals, focusing on areas such as college education planning, legacy planning, personal retirement planning, women's wealth, and retirement income. Jessica emphasizes placing the client at the center of the wealth management process by discussing individual concerns and priorities to develop meaningful financial goals and corresponding investment strategies. Jessica began her career in the securities industry in 1996 with Legg Mason and joined The O'Malley Stansbury Group at Merrill in 2010. She holds a Bachelor's degree in Business Administration from the University of Delaware and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her team has been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023, 2024, and 2025. Residing in Annapolis with her husband Tom and son Jack, Jessica enjoys skiing, boating, and watching the Washington Capitals. She is also involved in the community through participation in the organization Clothing Our Kids.

John Barnes is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James Financial and its affiliates since 2010. Barnes also owns and manages rental real estate properties in Severna Park, MD. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to develop tailored recommendations.