Roger Martinson is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for The Greater Delmar Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Eric Johnston is a CFP® with 32 years of experience and is currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and owns Infocus Financial Advisors Inc. Outside of his advisory role, Johnston teaches classes on retirement planning, Social Security, and investments through the Delaware Financial Literacy Institute and serves on several nonprofit boards and committees focused on community leadership and fundraising. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Christopher Wilde is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2020. Outside of his advisory role, he serves as treasurer for the Maryland Creative Problem Solvers, Inc. and the Eastern Shore Sailing Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and consulting services through discretionary and non-discretionary program structures, with access to affiliated and third-party money managers.

Gregory Holman is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Bank of America, and Andersen Wealth Management. Holman also serves as a Senior Relationship Manager at In Focus Financial Advisors, Inc., a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of investment strategies and serves over 800,000 clients through more than 10,000 advisors.

Jonathan Hodges is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2025, he worked for the Naval Supply Systems Command and the Naval Sea Logistics Center from 2010 to 2025. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Katy Cleary is a financial advisor with LPL Financial based in Georgetown, DE, holding Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at LPL Financial since 2019 and previously spent over nine years with M&T Securities and M&T Bank. Outside of her financial career, she is also a distributor for Young Living Essential Oils. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Deena Mills is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2012 in various capacities and also taught group exercise classes at Pure Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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.

Thomas Sweeney is a financial advisor with LPL Financial holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 28 years of industry experience, including prior roles at Edward Jones, Andersen Wealth Management, and Legg Mason Wood Walker. Outside of his advisory work, he is an author with a book available on Amazon. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Carol Kurtz is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 designation and has previously worked with Generations Financial Advisors. Outside of her advisory role, she serves as treasurer for Snow Hill Mennonite Church, managing bookkeeping, payroll, and taxes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and advisory services with multiple program structures and a multi-manager platform.

Joseph Schroen is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC since 2013. Schroen is also the owner and president of CFS Tax Solutions, a tax and Medicare consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and various program structures.

Randall O'Neal is a CFP® certificant with 17 years of industry experience, currently serving at Edward Jones since 2009. He is based in Salisbury, MD, and holds the Series 66 designation. He serves on the Board of Governors for Salisbury Christian School, participating in setting school policy. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.